Activity Types

To set up Activity Types

Click the icon, enter Activity Types, and select the relevant link.
Click the New action to display the Activity Type Card.

For information on how to set up default tasks for all products belonging to this activity type, see Activity Tasks.

The table below describes the main fields on the Activity Type Card. Here are shortcuts to the descriptions:

General FastTab
Availability FastTab
Allowances FastTab
Integration FastTab
Emails FastTab
Rental FastTab

General FastTab

Field	Description
Code	Unique ID reference for the activity type.
Description	Description of the activities belonging to this type.
Interval Type	The default interval settings for showing availability for these services.
Require Client No.	If a Member Management contact reference is required for the activity assignment. If not, the user can still enter a name directly in the activity reservation for identification of the client, if needed.
Activity No. Series	The number series used to assign a unique ID to the activity entries of that type. Can also derive from the default setting in the Activity Setup.
New Posting Item (Template)	The retail item to use as a template when creating new activity products and a related retail item which defines the posting settings.
Product Template	The activity product assigned which will be used as template or default settings for any new activity products within that activity type. When the user assigns an activity type on a new product, a prompt will state that a product template is assigned to the chosen activity type, and ask if the user wants to assign the default settings to the new product. Also, the task schedule and the resources required settings will be copied to the new product related settings. Note: Course and Class products will not inherit the resources required settings. Additional product assignments on the product used as Template will be used as the default additional products for all products in the related activity type.
Day Duration	Whether the activity is a single day or multiple day activity.
Tasks Enabled	Specifies if the Tasks section is accessible on the Activity card.
No. of products	Number of activity products belonging to the activity type.
Cancellation Policy	The default cancellation policy setting that is assigned to the activities.
Default Banquet Category	The default Banquet Category to assign on activities in the related activity type. (Banquet Category is used for Banquet Event Order layout definitions).

Availability FastTab

Field	Description
Default Matrix View	The default matrix template used to present the graphical matrix from the Activity card. Overwrites the reservation type default.
Advance Booking Limit	How many days up front the user can make an activity reservation for this kind of service. Blank indicates no limitations. Note: This setting can also be based on the client's Member Club assignment. See the Advance Booking Limits option on this card to define different limits based on the client's Member Club.
Show Non Availability (POS)	Specifies if the POS availability lookup should show non-available times (which are fully booked) or if those times should be excluded from the listing. The purpose of displaying fully booked times is to let the user select fully booked times and assign them to a waiting list. If its not required to be able to assign to waiting list on the POS, then use the default setting of not showing non available times.
No. of Days in Availability	How many days in advance the availability should be calculated and displayed when looking up availability for this kind of service in the Role Center and on the reservation lookups. Note: This does not in any way limit the dates which a reservation can be assigned to, but it only controls how far up front calculations are needed in daily use. You may need to limit this value to x number of days, depending on the complexity of the products (that is how many resources must be checked to calculate availability). This setting also defines how many days are calculated on the POS availability list, if the POS Days in availability is not set. Note: If the availability list is slow to appear on the POS, you may need to limit the number of days allowed in the view to speed up the process.
POS Days in Availability	This setting defines how many days are calculated on the POS availability list. If you do not set this value, the default setting derives from the No. of Days in Availability setting. Note: If the availability list is slow to appear on the POS, you may need to limit the number of days allowed in the view to speed up the process.
Web Days in Availability	This setting defines how many days are calculated on the web front availability list. If you do not set this value, the default setting derives from the No. of Days in Availability setting. Note: If the availability list is slow to appear on the Web, you may need to limit the number of days allowed in the view to speed up the process.
Performance Setting	When activity is confirmed, the system checks for availability. By default, the system flushes all service tiers to make sure availability is up to date, by using the internal command SELECTLATESTVERSION. This may affect performance, and in high volume installations it might be helpful to turn this setting off for certain products (activity types) that are not highly sensitive to overbooking.
Allow Past Bookings (Days)	By default, the system does not allow the user to book or re-schedule reservations in the past, except by allowing some flexibility (in minutes) set on the activity user. However, in some cases the user might need to change or create new activities in the past. This can be allowed based on the activity type.

Allowances FastTab

Field	Description
Pre-Sell Posting Item	The posting item (retail item) used to post revenue when products in this activity type are presold (allowances). Example: You can presell any item in bulk quantities, for example 10 spa sessions for a lowered price per session. A certain POS command, „presell”, is used to sell the products, and the product must have activity prices assigned with a quantity limitation over the quantity level of 1. If the Presell Posting Type field is set to Revenue at Consumption Date, then this setting is required so the system can pre-assign the revenue to a different product (and therefore to a different G/L account).
Pre-Sell Posting Type	Defines how revenue is posted and handled when products (allowances) of this product type are presold.
Allowance Posting Type	Defines how revenue is posted and handled when products or deals (item allowances) assigned to activity products in this activity type are posted when set as Allowances. Can either be income Account/GL (POS/Invoice) or an Item.
Allowance Posting	The posting item (retail item) or (Income) account used to post revenue when products in this activity type are presold as item allowance. Example: You can book an activity which includes either additional retail items or deals. When the reservation is paid (either prior or after the services has been delivered), the revenue for the additional items is posted to temporary account or item. Then the additional item/Deal are consumed at the POS, the revenue goes to the actual revenue accounts and balanced against the temporary account.

Integration FastTab

Field	Description
Table Mgmt. Integration	Specifies whether the activity type entries should be synced to the table reservations in Hospitality.
Web Bookings Allowed	Specifies whether the activity products belonging to this type should be available by default for booking through the web API. Activity product can overwrite this default.
Default Activity Card	The page used to open the activity card. Leave blank if the system default should be used.

Emails FastTab

Field	Description
Send Reminders (x Days Before)	When to send an email reminder before an activity takes place. A blank field means that no reminders are sent.
Reminder Template	The email template used for reminders to the clients.

Rental FastTab

Field	Description
Late Return Handling	None, Product Calculation, Fixed Amount. How the late return charges will be calculated. If by product calculation, then the late return activity line is re-recreated using the initial charge details, except the date and time settings of the line are adjusted to reflect the extended time and price calculated according to the same pricing settings. Fixed amount will add additional charge line with a fixed amount.
Late Return Charge Amount	Only used if the late return handling is Fixed Amount.
Late Return (Flex Minutes)	Flexibility (in minutes) allowed before late return charges are applied during returns.

Pricing

It is possible to assign general pricing and/or discount settings on all activity products belonging to a specific activity type. This pricing or discounting will only be activated, if the activity product itself does not have a price or discounts. The pricing or discounts on the product itself will always have priority, However, if the product comes up empty with pricing or discounting, the logic will check if the activity type of the product does contain any settings. This can be useful for assigning discounts as a general setting for a group of products, although the pricing might be based on the individual product.

See Activity product pricing for details on the pricing settings.

Additional charges

The activity type can be assigned additional charges that will be issued during the booking process. See the Additional charges setup on the activity product for further details about available settings .

Note: If the Product Template has been assigned to the related activity type, then actually, the default charges are the same as the ones set for that particular activity product. Note also that if the activity product has its own set of additional charges assigned, the default charges assignments from the product template setting is ignored, and the specific assignments are used instead.

Field	Description
Product Type	Specifies whether the additional item is a retail item or a deal. Note: The infocode option is not supported as an additional item but might be in the future.
Product No.	Specifies the retail item or the deal, depending on product type.
Description	The description of the item or deal.
Quantity	Specifies the default quantity to assign.
Unit of Measure Code	Specifies the unit of measure for the retail item. Not used for deals.
Quantity Multiplier	Specifies if the quantity of the item should be related to the activity quantity or the number of persons in the booking. By default, no link is applied. Note: The default quantity of the additional item setting will then be the base of the multiplying.
Price Handling	Specifies what price should be used when added to the booking. By default, the current retail pricing will be applied (Date reference as the date when the booking is entered). However, the user can also specify a fixed price only used when this product is being added to the booking. The third option is to use retail pricing, but the reference date for the pricing being the actual booking date.
Price	The fixed price to use, but only set if the price handling is set to Use new price.
Optional Item	Specifies if the item is always added and quantity assigned when the booking is created, or if the user has to specifically add the item to the activity (typically in upsell situations).
Optional Item	Specifies if the item is always added and quantity assigned when the booking is created, or if the user has to specifically add the item to the activity (typically in upsell situations).
Resource Required	An additional charge can be associated with an additional resource being reserved. So, by selecting the Additional Resource action, the user can specify an additional resource/resourced group to be required on the related activity, but only when this specific additional charge is being added to the booking. A typical example of this is an optional buggy or cart when booking a tee-time, which might reserve the equipment, but only if the customer has added the charge to the booking. This field indicates if there is an additional resource entry related to the charge.
Allowance	Specifies if the retail item should be sold and booked as an allowance, or if it should be charged directly. This depends if the consumption and revenue posting of the product should happen at payment time, or if it needs to be consumed as an allowance (see How to: Use Allowances for more details on allowance handling). Note: Deals are always issued and posted as allowance in the booking process and this field is automatically assigned for deals. Note also that the allowance posting setup must be in place for the related activity type, otherwise the reservation entry will not proceed.