Scenarios:

  1. You are a Holiday Programme or Before and After School Activity provider

  2. You are planning your next term activities

  3. You would like to understand how to set up your sessions correctly before taking bookings

  4. You are planning your Xero Integration

This document assumes:

Understand Activity Categories & It's Functionality

Activity Categories play important role in overlapping session coordination and in Xero Integration Setup as well as scenarios when you would like enable the ability for your parents to select all sessions.

  • Group together types of activities that you run or items that you sell by setting up categories.

  • Categories are also coded to your Xero Account Codes inside your Xero Integration > Chart of Accounts Section. Every time you add a new category, please ensure you have assigned the correct Xero Account code to the category.

  • Categores should be considered if you have complex overlapping sessions.

  • Multiple categories allow your customers to book into multiple sessions within one activity. This can be especially important for before and after school care and holiday programme activity types.

    • Ie. Activities that run a before school care session, after school care session and a pick-up session would need to have their before school care session assigned to a before-care category, and their after school care session assigned to an after-care category.

  • Please create separate session categories and assign them to sessions if you would like to allow your parents to book into all of the sessions on the calendar. For example, Session A can be assigned to Category X, Session B to Caregory Z.

  • Category names are not visible to customers

How to Setup Activity Categories

1. Head to the Session Categories Section within your Organisation Settings

2. Select a pre-set category to edit it or

3. Select 'Add another category' to add your own Category group to Enrolmy then 'Save Changes'

How to Attach A Category To A Session

1. Ensure that your sessions have all been setup and finalised prior to taking bookings. 

2. Head to the Session Pricing section of your Organisation Settings

3. Select the session that you want to attach a Category too

4. Select the drop down field under the Category column and select the category that you want to group the session within

5. Don't forget to Save Changes

Activity Categories for Xero Users 

Organisations wanting to integrate their Enrolmy account with Xero, can now complete their Xero Integration Setup

Last updated: 24 March 2022

Great! You now know how to setup activity categories!