Activity List


 

Drop-In Configuration

Overview

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

Instructions

  1. Navigate to Activities > Activity List
    ActivityList.png
  2. Click Create Activity
    CreateActivity.png
  3. Two important steps for creation:
    CreateDropInActivity.png
    • Name the Activity appropriately for a Drop-In
    • Select Drop-In as the Activity Type
    • 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 be congruent 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



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback