When creating ACFE funded activities always select Class/Training as the Activity Type for all other initiatives select Activity/Event. 

 

  1. Go to the Main Menu, go to Activities then select Add Activity
  2. Enter Key Information, select from the dropdown Activity Type - Activity/Event or Class/Training, Publish Name, Teaser, Internal Name, Description, Image, Capacity
  3. Select from Existing Location drop-down list or add a New Location
  4. Select an Existing contact from the drop-down list or add a New Contact
  5. Add session dates by selecting the From Year and From Month, 
  6. If your Activity is a recurring event, select the date pattern starting with Every month, Every week and then Day selected dates will be highlighted in Orange.
  7. Add the Start Time from the 12 hour clock, select AM or PM
  8. Add the length of time the activity goes for, by entering hours and minutes
  9. Choose a Booking method,
    1. Submit an Expression of Interest, is to be used if its a free activity as no tickets are issued
    2. Free with Required Booking, allows a client to reserve a place in an activity without payment.
    3. Simple Booking, allows for a enrolment can be either basic or ACFE. The Request is automatically approved, only credit card payment is available and credit card payment will be automatically charged.
    4. Booking after Confirmation, allows for staff to manually approve the booking, client doesn’t need to complete the enrolment form, payment methods include credit card and other options. If credit card is provided staff can charge the card after approving booking.
  10. Select a Purchase Options choose A Person must pay for all sessions, A Person only pays for all remaining sessions, a Person can pay for individual sessions.   
  11. Enter a Booking Lockout Period the latest possible time when bookings can be accepted
  12. Choose from The Refund Policy a statement that reflects the type of refund available
  13. Select the Transportation Arrangements that are offered to participants
  14. Select the Categories and interests that best describe your activity
  15. Select the Audience Characteristics choose specific population groups that you’re targeting.
  16. An All Finished message tells you that the activity is now created, select Go to Activity Button