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[AU] Setting Up Classes and Lessons Activity.

Interactive Tutorial

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How To Create Classes and Lessons Activity 

  1. Select Create an Activity from within the Activity tab

  2. Select the Lessons / Classes type

  3. Select the start date and how many weeks you will run

  4. Click the Let’s go! button

General Settings

  1. Choose Category

  2. Choose your venue from the second drop-down menu

    • If your venue is not there, click the Create new venue button to the right

    • A new form will populate, where you will fill in the details of your venue

  3. Select the staff who will be at the activity from the next drop-down menu

  4. Select your type of attendees:

    • Children (their parents will make the bookings)  OR

    • Adults/young adults (will make bookings themselves)

  5. Input activity name

  6. Add Room directions (if needed)

Online Listing Details

  1. Write a description of the activity that will be seen on the activity page

  2. List items your attendees need to bring and/or wear, and list highlights of the activity. These will appear as bullet-point lists on your online listing

  3. If you have important information that you need everyone to read, you can provide it here. This message will display in a red important information alert box immediately above the booking form

  4. Upload a Promo Image to enhance your tile

  5. Attach any document in a form of pdf

Session Times and Cost

  1. You can select only one session for this activity type

  2. Choose Attendee limit, Start & Finish times and Session Cost

Dates

  1. Select dates when the activity will be running

  2. Amend Attendee limit, Start & Finish times and Session Cost - if required

Additional Items

You are able to sell additional items and make them compulsory which means the item is auto-selected on the booking form and can not be un-selected. You can choose to require the attendee’s name or alternatively ask the customer how many of these items (quantity) they would like.

Please remember to assign Account Code if your Enrolmy account is integrated with Xero.

You might find this help guide useful: https://helpcentre.enrolmy.com/entkb/tracking-additional-items-for-classes-and-lessons

Discounts

You can offer any of the discount types available. Please see here for more information:

Booking Settings

  1. You can specify when you would like your bookings to close

  2. You can choose to add attendees to a waiting list if the maximum number of allowed attendees has been reached

  3. If you select Yes for "Attendees must complete Safety Form before attending" then the attendee (or guardian) will receive reminders for incomplete Safety forms

Invoice Settings

  1. Invoices are generated in advance for the whole activity

  2. Choose whether you will use a pro-rata rate

  3. Choose your invoice due date

  4. Choose if you would like to make credit card the only payment option

  5. Choose your invoice and Xero tracking options

Vouchers Settings

Enable or disable Active and Creative Kids Vouchers for this activity

Setting Up Classes and Lessons Activity - Vouchers.png

Online Publishing Settings

  1. To enable customers to use the booking form to make bookings ensure the booking form is not hidden by selecting No

  2. To allow bookings or inquiries coming through for this activity, click Yes

  3. To publish the activity online and enable customers to find your minisite, click Yes

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