How the Sales Activities Screen Works

The activities section is listed in the second tab of the sales module.

By default, all available activities for the next month are shown, but users can use the search at the top to narrow the results.

There are also multiple filters that can also be used to adjust results, including class type, date range, and availability.

Each activity in the list has a class type label, so the user can see if the activity is a roster, single visit, or drop in.

The activity schedule, availability, and price are shown to the left.

Rosters show the full class schedule. Single visits and drop ins show just the date and time of that specific activity.

Clicking on an activity from the list opens the activity dialog, where the user can view the class details. See Activity Details Overview for more information about this dialog.

From here, users can click “Select Customer” to search for a customer to add to the sale.

If there is already a purchaser set, the purchaser will automatically be shown in this dialog and the “Select Customer” button will not be shown.

A customer search dialog will appear for the user to find the customer they would like to sell the class to.

If the customer selected is part of a family plan, all members from the plan will show, but only the searched customer will have the cart button selected.

After a customer is selected, a “+” button will be available for a user to search for more customers.

Note: Users can sell the activity to as many customers as they want, as long as the activity capacity will allow it.

The activity price will be shown under the customer’s name. This may vary by the customer because some memberships give customers membership discounts for certain activities.

There is a cart button to the right of each customer. When a customer is searched and selected for the class, the button is automatically selected (blue in color), but if the user decides not to sell the class to a certain customer they can click the button to deselect that customer for the activity sale.

If a user has the correct permissions, the class price can be overridden.

The total for all customers selected is shown in the bottom right of the dialog.

Once all customers are selected and any desired overrides are completed, the activity can be added to the cart, where the activity information will be shown, including the names of all customers being added to the class.

Once the user has checked out (See How to Check Out), the activity will appear in all participating customer’s records.