Scenarios:

  1. You are a Before and After School, Classes and Lessons or Holiday Programmes activity provider

  2. You would like to understand what can be edited once Activities are created

  3. You would like to understand what can be edited once Activities have bookings taken

This document assumes the following:

In a world of constant change, sometimes an alteration is needed to an activity that has already started or has taken bookings.

How To Edit Activity Settings

  1. Please select Action cog > Edit Settings, or

2. Select Edit Activity while viewing the activity

Each Activity Type will have different settings available. The below table contains all the possible settings available that might or might not apply to your activity:

Setting

Can be changed after Activity is created?

Can be changed after bookings are taken?

General

Choose Category

(tick)

(tick)

Choose Venue

(tick)

(tick)

Staff at Activity

(tick)

(tick)

Take bookings for

(tick)

(tick)

Title

(tick)

(tick)

Room Directions

(tick)

(tick)

Online Listing

(tick)

(tick)

Descriptions

(tick)

(tick)

What to bring

(tick)

(tick)

Important Info

(tick)

(tick)

Online Listing Preview

Promo Image

(tick)

(tick)

Online Listing File Attachment

PDF Attachment

(tick)

(tick)

Session Times and Cost

Edit Sessions

Please refer to this help guide.

Please refer to this help guide.

Dates

Dates

(tick)

(error) Only adding dates is possible

Additional Items

Additional Item

(tick)

(tick)

Discounts

Existing Discount

(tick)

(error)

Booking Settings

All Booking Settings

(tick)

(tick)

Invoice Settings

Invoicing Rhythm

(tick)

(error)

Invoice Due Date

(tick)

(tick)

Invoice Detail

(tick)

(tick)

Xero Tracking Option

(tick)

(tick)

Subsidy Settings

All Subsidy Settings

(tick)

(tick)

Online Publishing Settings

All Online Publishing Settings

(tick)

(tick)

Other

Paying by Credit Card Only

(tick)

(error)

(CL only) Free Trials

(tick)

(tick)

(CL Only) Calculate total price at a pro rata rate if the booking is made after the activity starts

(tick)

(tick)

Yay! You now know what to consider when editing your Activity(ies)!

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