1. From the Frontdesk, go to Activities and select Add Activity+

  2. Enter Key Information.

    • When creating ACFE-funded activities, always select Class/Training as the Activity Type. 

  3. Enter Location and Contact Information.

    • Select from Existing Location drop-down list.

    • Select an Existing Contact from the drop-down list or add a new activity contact. 

  4. Enter Sessions.

    • Add session dates by selecting From Year and From Month.

    • If your activity is a recurring event, select the date pattern from the choices under “Is there any recurring date pattern?”. 

      • Days on which the activity takes place will be highlighted in orange. 

    • Add Start Time, formatted as hh:mm xm (hour:minute am or pm)

    • Enter Hours and Minutes for the activity duration.

  5. Enter Booking Options.

    • Choose a Booking Method

      • Consult Social Planet’s Activity Booking Options section of this guide for more information.

    • Select from Purchase Options

    • Enter a Booking Lockout Period, the latest time when bookings can be accepted.

    • Choose relevant Refund Policy.

    • Choose relevant Transportation Arrangements.

  6. Enter Categories and Interests.

    • Select the categories and interests that best describe your activity.

  7. Enter relevant Audience Characteristics. 

  8. Press Add Activities.

  9. An all-finished message tells you that the activity is now created.

To further develop your activity, select the Go to Activity button.