Activity categories

Use activity categories to classify and group activities and daycare programs.

 

To decide what your activity categories should be, look at your most recent brochure. Exclude headings that are not programs that clients can register for, such as drop-in programs, rentals and upcoming events. The remaining headings are activity categories. If your brochure has two or more levels, you can use activity other categories.

 

For example: your activity categories may be 'Aquatics', 'Fitness', and 'Sport Camps'; and your activity other categories may be 'Adult', 'Youth', and 'Senior'.

Prerequisite Components

Prior to creating activity categories, configure the following data points:

GL Accounts

 

The following options are included on the Change Activity Category Detail page:

Name of Field

Type

Description

Activity Category

Name

Text

The name of the activity category that is used when creating activities and running reports.

Required.

GL Account

Dropdown list

The default GL account for activities in this category.

 

You can overridde the GL Account for any activity when adding the activity fee or daycare program fee.

Default Expense GL Account

Dropdown list

Set the default expense GL account for this activity category.

 

This account overrides any account that you select at the activity fee or department level.

Hide on Internet?

Checkbox

Option to exclude activities in this category from the list of activities displayed on the customer (public access) site.

Link Interest List?

Checkbox

To create a mailing list (interest list) that includes all customers who enroll in an activity from this category, select Link Interest List?

 

The interest list has the same name as the activity category.

Allow Ignore Schedule Conflict?

Checkbox

Select this option to allow consumers in the CUI to ignore schedule conflicts and proceed with their registration for activities of this category.

 

This option can be selected only if the Allow users to ignore schedule conflicts except for conflicts in the same activity/program category (for the redesigned workflow) option below is NOT selected.

Allow users to ignore schedule conflicts except for conflicts in the same activity/program category (for the redesigned workflow)

Checkbox

Select this option to allow consumers in the CUI to ignore schedule conflicts (except for conflicts within the same activity/program category) and proceed with their registration for activities of this category.

 

This option can be selected only if the Allow Ignore Schedule Conflict? option above is NOT selected.

Show on Member Experience App checkbox (Show on ACTIVE Net Captivate App)

Checkbox

Setting to display programs (activities) belonging to this category in the ACTIVE Captivate mobile app.

Note that this setting is displayed only if your organization has an ACTIVE Captivate license. To learn more about ACTIVE Captivate, refer here.

Note that an ACTIVENet FlexReg ‘program’ is referred to as an ‘activity’ in ACTIVE Captivate.

Apply color theme

Checkbox

To configure the background and text colors of this activity category when it is displayed on CUI calendars, select this checkbox.

Background

Text

To configure the background color of this activity category when it is displayed on CUI calendars, either enter a hexadecimal color code in this field or click the Select link and then click the required color.

Text

Text

To configure the text color of this activity category when it is displayed on CUI calendars, either enter a hexadecimal color code in this field or click the Select link and then click the required color.

Preview

Image

Preview of how this activity category will be displayed on CUI calendars.

Enrollment Restrictions

Maximum Classes per Day

Numeric

Maximum number of classes per day in which participants can enroll.

Maximum Classes per Week

Numeric

Maximum number of classes per week in which participants can enroll.

Commission Tracking

Qualifies for Commission

Checkbox

To specify that activities and/or daycare programs in this category qualify for sales commission, select this option.

Active.com Search Channels

Use Active.com search channels to categorize the activity category for easier searching through the public interface.

 

Select one or more channels in one or more categories. Online customers who search for those channels through the public interface see activities within this category.

 

The categories are:

  • Arts & Entertainment

  • Business & Technology

  • First Aid & Safety

  • Mind & Body

  • Hobbies & Interests

  • Outdoor Activities

  • Sciences

  • Self & Family

  • Sports

 

To select channels:

  1. Select a minimum of 1 and a maximum of 2 channels in the Available list.

    2. Note: Use these channels to constrain which channels and sub-channels are available to select at the activity level for activities in this category.

  2. To move the selected channels to the Selected list, click the >> (right arrow) button.

  3. Click Save to save your changes.