Activities are the classes that are offered by the site for customer registration. For complete descriptions of the options in a section, click the section name below.
Go to Administration > Registration Settings > Activities.
Choose one of the following:
To create a new activity, click Add New.
To modify existing activity details:
Search for and select the activity.
Click Change Details.
To copy an existing activity:
Search for and select the activity.
Click Copy Activity.
In the General Information section, enter the Name, Type, activity Number, and/or any other necessary information.
In the Financial Information section, choose one or more of the following, if applicable:
In the General Settings subsection, specify an Expense GL Account for the activity.
In the Deferred Revenue Settings subsection, select whether or not you want to override the default deferred revenue options for activities.
In the Fee Contract subsection, select a Public Fee Contract for the activity, if applicable.
In the Tax Receipt subsection, if the Tax Eligible check box is selected, payments made for the specified activity/membership package/Flexi Registration program are included in the Tax Receipt report.
In the Third Party Billing subsection, specify whether enrollments in this activity are eligible for third party billing payments.
In the Meeting Dates, Times and Locations subsection, select the facilities where and the dates when the activity takes place.
In the Participant Information section, specify who is eligible to register for the activity, along with how many registrants can enroll and the dates when registration will begin.
In the Text section, enter any notes for the activity.
In the Online Withdrawal and Transfer section select either to:
Use default activity withdrawal/transfer deadlines.
Override and configure activity withdrawal/transfer deadlines specifically for this activity.
In the Options section, select any options that apply to the activity.
In the Instructor Notification Email Settings section, select whether you want to use the default instructor notification email settings for the activity.
In the Override Site and System Settings section, specify whether to Check for Duplicate Enrollments.
In the Associated Personnel section, specify the Instructor and Supervisor for the activity, if applicable.
In the Skills section, select any skills that you want to attach to the activity, if applicable.
In the Award Codes section, select any award codes that you want to attach to the activity, if applicable.
In the Commission Qualification section, select whether the transactions involving this activity qualify for sales commission.
In the Active.com Search Channels section, select the Active.com search channels to categorize the activity for easier searching at Active.com.
Click Save.
Adding or modifying a sub-activity
Adding or modifying an activity type