Activities are used to offer your registrants the opportunity to create their own schedule for a given session. This help session explains how to create and set up Activities.
This video provides a quick overview of how activities work for in the registration process as well as how they are created and set up.
Activity Template Setup
The basic building block of Activity setup is the Activity Template. This video shows how to create and edit Activity Templates (also called Activity Masters).
To create an Activity Template:
-
- Click on Settings.
- Expand Activity Templates.
- Select Activity Templates.
- Create a New Activity Template or edit an existing one by clicking on the edit icon.
Activity Categories
Activity Categories are an optional setting. They can be used for the visual organization of Activities as well as placing limits on how many activities from a specific category can be chosen in a given Activity Group.
To create an Activity Category:
-
- Click on Settings.
- Expand Activity Templates.
- Select Activity Categories.
- Create a New Activity Category or edit an existing Activity Categories by clicking on the edit icon.
Activity Groups
To create a schedule for registrants, an Activity Group must be created. This video shows how to create an Activity Group and add Activity Templates to it.
To create an Activity Group:
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- Click on Scheduling.
- Expand Activities.
- Select Activity Groups to open the Activity Group Editor.
Schedule an Activity Group
Once an Activity Group has been created, it must be connected to one (or more) sessions in order for clients to be able to create their schedule. This video shows how to create that connection in the Session Editing Wizard.
To Schedule an Activity Group:
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- Click on View Summary of Sessions or click on the My Sessions link.
- Select the session from the list by clicking on the edit icon to open the Session Editing Wizard.
- Expand Additional Information menu on the left.
- Click on Activities.
Activity Template Setup
The basic building block of Activity setup is the Activity Template. You must have created Activity Templates before adding them to your sessions through an Activity Group.
To create an Activity Template:
- Click on the
Menu.
- Expand Templates.
- Select Templates under the Activities section.
- Create a new Activity Template by clicking NEW, or edit an existing one by clicking on it.
Activity Categories
Activity Categories are an optional setting. They can be used for the visual organization of Activities as well as placing limits on how many activities from a specific category can be chosen during registration.
To create an Activity Category:
- Click on the
Menu.
- Expand Templates.
- Select Categories under the Activities section.
- Create a new Activity Category by clicking NEW, or edit an existing Category by clicking on it.
Activity Groups
An Activity Group is used to create a schedule of activities for your attendees to select during registration. An Activity Group must be connected to a session in order for it to be used by clients or administrators.
To create or edit an Activity Group:
- Click on the
Menu.
- Expand Scheduling.
- Select Activity Groups in the Activities section.
- Create a new Activity Group by clicking NEW or edit an existing Activity Group by clicking on it.
You can also create an Activity Group from the Components tab under Activities.
To connect an Activity Group to a Session:
- Click Sessions.
- Click on the Session you wish to connect.
- Go to the Components tab.
- Click Add Components.
- Select Activities and click ADD.
- Expand Activities in the Registration Pages and click Add.
- Select “Attach / Share an Existing Activity Group.”
- Choose your Activity Group from the dropdown menu and click Save.
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