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Financial Admin: Additional Options

Learn how to configure additional options for a specific season.

Written by Christine Cassidy
Updated over 4 months ago

An additional option is a non-required choice that usually includes a fee not included in a session or program’s tuition.

You can manage extra items, like activities or gear, using the Additional Options tab in Campminder. These options allow you to offer items beyond regular tuition, such as a horseback riding class.

Video Tutorial

Define Additional Options Categories

Working with additional options is very similar to working with line items. To begin setting up these optional activities, you'll first need to define your additional option categories and specific offerings.

  1. Navigate to Admin > Financial Admin > Definitions > Additional Options Categories.

    💡Tip: Categories help organize additional options in CampInTouch, making it easier for parents to find what they need. They’ll click a category to expand it, then choose an option from the list.

    Note: These categories are also used for internal reporting purposes on CampMinder’s Additional Options Report.

  2. Click the green Define New button in the bottom right and then give the category a name.

  3. You can also add a parent-facing description for CampInTouch to give families more context about the options in this category.

  4. Click Save when you're done, or Save + Add to create another category.

    Note: Use the purple Arrange button in the upper right to change the display order—this is how options will display online.


Define Additional Option Line Items

Once you’ve created your categories, it’s time to add the specific options campers can choose—like trips, activities, or extra services.

  1. Navigate to Admin > Financial Admin and select the Line Items tab in the upper right. Click the green Define New button in the bottom right corner of the window.

    💡Tip: Click on the gif below to enlarge

  2. Enter a Name for the option. This is what will appear on camper financial ledgers.

  3. Select the appropriate Financial Category from the dropdown.

    💡Tip: This selection significantly affects financial reporting, so make sure it’s accurate.

  4. Optionally, enter a General Ledger Number.

  5. If you include a Description, remember that it's parent-facing—keep it clear and informative.

  6. Choose the "Transaction Type" and who the transaction should "Apply to" by selecting the radio buttons.

  7. Set the "Financial Type" to "Additional Option". Once selected, you’ll see another dropdown where you can assign it to one of the categories you created earlier.

  8. Select whether the price should be a fixed dollar amount or a percentage of tuition.

    💡Tip: For most camps, a flat fee works best since most additional options are a one-time event or special addition.

  9. When you're done, click "Save", or choose "Save and Add" to continue adding more options.


Activate Additional Option Line Items in Your Season

Activate any Additional Option here that you plan to use for the selected season, whether it's available through the application, additional options form, or manually added to a ledger.

  1. Navigate to ​Admin > Financial Admin > {season} and click the Additional Options tab.

    💡Tip: Click on the image bleow to enlarge

    Note: Additional option line items should automatically appear from the non-seasonal Line Items tab when a new season is created.

  2. Enter the appropriate charge Amount on the same line.

  3. If this additional options item has an Effective Date and/or a Service Start - End Date(s), enter them using the Date Picker option.

    Note: The Effective Date is when the charge will appear on the camper's ledger. You can leave it blank if not needed. This is useful for delaying charges, like holding off on a laundry fee until camp ends.

  4. Click the checkbox to the right of the item you want to enable. This marks the Additional Option Line Item as Active.

  5. Once active, click the Pencil edit icon next to the checkbox to open the preferences box for further edits.

    Note: The edit window includes key settings like capacity and session eligibility, so it’s important to review this section carefully.

  6. There are several options within this window to consider:

    • Display Memo Field: When checked, allows applicants to enter notes for the option, such as a roller skate size needed for the trip.

    • Display Quantity Field: When checked, allows quantity selection and set a range if needed. The price will multiply by the chosen quantity.

    • Enable Capacity: Set capacity limits for additional options, and use the Additional Options Enrollment Report to monitor sign-ups in real time.

    • Display on the following forms: Choose where the Additional Option appears—on the application, in Adult/Family (if enabled), or under Additional Options.

    • Audience Eligibilty Settings: Narrow who sees the option using filters for gender, grade, session, and program eligibility.

    Note: If you select multiple sessions for this Additional Option, you won’t be able to define specific service dates for revenue recognition in the Adjusting Journal Entry report.

  7. Click the green Set button in the window when finished.

  8. Once you've finished setting up the Additional Option Line Item, click the green Save button in the bottom right to apply your changes.

📖Related Help Materials:

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