Activity List


 

Create an Activity with the Drop-In Type

Overview

This process will show you how to create an activity with the drop-in type.

Instructions

  1. Navigate to Activities > Activity List
    Activities_-_Activity_List.png
  2. Click Create Activity
    CreateActivity.png
  3. Two important steps for creation:
    CreateDropInActivity.png
    1. Name the Activity appropriately for a Drop-In
    2. Select Drop-In as the Activity Type
    3. Create the rest of the Activity as usual
  4. Click Save New Activity
    SaveNewActivity.png
  5. Click Create Session under the Tools bar
    CreateSession.png
  6. Appropriately Name the session for a drop-in
    NameSession.png
    • Note: If the Basics tab lists the Session as an Activity, click Cancel and wait a few minutes. Then, create the Session again. It may take some time for the system to refresh.
      CancelSession.png
  7. Select the Pricing tab
    Pricing.png
  8. Enter the Drop-In Fee
    DropInFee.png
  9. Click Assign GL Code
    AssignGLCode.png
  10. Use the drop-downs to select an existing GL Code
    GLCodes.png
    • Enter either a percentage or a flat dollar amount. 
  11. Navigate to Schedule
    Schedule.png
    • Note: Your Drop-In Activity will not appear in the Catalog until you associate a Facility with the Activity.
  12. Select a Facility Schedule
    SelectFacility.png
    • Note: The Facility Schedule you select must coincide with the location you are currently logged-on with.
      SameLocation.png
  13. Enter a Start and End Date and Time
    StartEndDateTime.png
  14. Select a Weekday
    SelectWeekday.png
    • Note: If you cannot see the drop-in on your drop-in list, that is because you must select the current Day to see the drop-in. For example, if "today" is Monday, you must select Monday to view the drop-in in the Catalog.
  15. Click Save New Session
    SaveNewSession.png
  16. Navigate to Catalog
    Catalog.png
  17. Select the Drop-Ins tab
    DropIns.png
  18. View your Drop-In
    ViewDropIn.png



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