Managing activities from the roster
Open Activity > Roster to see activities side by side, per resource or room type, in columns or on a timeline.
Detail panel: everything at a glance
Click an activity block to open the detail panel below the roster. You immediately see the product, location, date/time, status, comments and the number of (free) places — without having to go to the activity dashboard.
Changing the status
Confirm or cancel the activity with the buttons next to the status in the detail panel. See How do I change the status of an activity? for the other status options.
Adding comments
The Comments field in the detail panel can be edited directly and is immediately visible to anyone who opens the activity.
Adjusting custom fields
If custom fields are configured for activities, they appear as a separate block next to the detail panel and can be edited directly there.
Checking attendance
The total and the number of free places are shown in the detail panel. Open a booking in the adjacent “Bookings” panel to see the number of participants per booking.
Scheduling or adjusting staff
Link staff (guides/employees) via the “People” panel next to the detail panel. See Assigning staff to a booking and emailing them for the full explanation — for activities it works almost identically, via the EventPeople block.
Moving an activity
Drag an activity block to a different time or a different column/row to change the date, time and/or resource in one go.
Adding from the roster
Click-and-drag on an empty slot to add a booking to an existing activity, or use the advanced activity button to open the full creation dialog directly (with all fields, unlike the quick route).
Actions menu on an activity block
Click the gear icon in the detail panel below a selected block for the full actions menu:
| Action | Effect |
|---|---|
| Go to activity / Go to activity (new screen) | navigates to the activity dashboard, in the current screen or a new tab |
| Make PDF | generates a PDF of the activity |
| View on customer pages | opens how this activity looks on the public booking website |
| Participant prices | opens the overview of prices per participant |
| Copy activity | see How do I copy an activity? for the full explanation |
| Send email | see Send email for the full explanation |
| Show recurring activities | shows the other activities in the same series, if this activity is part of one |
| Delete | deletes the activity; see also How can I delete an activity? |
Which of these actions you see depends on the rights assigned to your user group.
