The activity summary tabs are where the work gets done for your activity. Much of your time will be spent here. To find this section from the Frontdesk, select Current, under the Activities tab, and click Edit on the activity of your choice.
Summary – Provides a performance snapshot with participant numbers, payments and attendees.
Details – Shows the activity’s publication status, basic info, contact for the public, location, audience characteristics, labels and customer testimonials.
Settings – Allows you to change your booking and purchase options and policies and provide a pricing guide and special payment packages.
Sessions – Displays all activity sessions and allows you to change their time, location and dates.
Team – Add and roster staff members.
Notes – Add activity notes.
Requests – Manage participant bookings, change approval status, allocate activity sessions and assign payment invoices.
Travel – Create travel plans if providing participants with transport.
Attendees – View participants for each session, send SMS/emails and view client notes, emergency plans and participant consent conditions.
Attendance Sheet – Take session attendance.
Learning – View and edit the session-by-session course plan and enrollment data, including outstanding forms, ID documents, VET certificates and A-Frames for Trainers.
Communicate – Add messaging templates.