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.jpg

  2. Click Create Activity
    select_create_activity_to_create_drop-in_type_activity.jpg

  3. Two important steps for creation:
    fill_in_new_activity_fields.jpg
    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
    select_save_new_activity.jpg

  5. Click Create Session under the Tools bar
    select_create_session_under_tools.jpg

  6. Appropriately Name the session for a drop-in
    name_the_drop-in_session.jpg
    • 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.
      if_the_basics_tab_shows_activity__click_cancel.jpg

  7. Select the Pricing tab
    select_pricing_tab_for_drop-in.jpg

  8. Enter the Drop-In Fee
    enter_a_drop-in_fee.jpg

  9. Click Assign GL Code
    select_assign_GL_code_for_drop-in.jpg

  10. Use the drop-downs to select an existing GL Code
    select_an_existing_GL_code_for_drop-in.jpg
    • Enter either a percentage or a flat dollar amount. 

  11. Navigate to Schedule
    navigate_to_the_schedule_tab_for_drop-ins.jpg
    • Note: Your Drop-In Activity will not appear in the Catalog until you associate a Facility with the Activity.

  12. Select a Facility Schedule
    select_facility_schedule_for_drop-in.jpg
    • Note: The Facility Schedule you select must coincide with the location you are currently logged-on with.
      make_sure_facility_schedule_coincides_with_your_current_location.jpg

  13. Enter a Start and End Date and Time
    select_start_date__end_date__and_time.jpg

  14. Select a Weekday
    select_weekdays_for_activity.jpg
    • 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
    select_save_new_session_to_save_drop-in.jpg

  16. Navigate to Catalog
    menu_catalog.jpg

  17. Select the Drop-Ins tab to view drop-in activity
    select_the_drop-ins_tab.jpg



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