Maintain Schedule Activities
The three methods of scheduling instructor activities
Add Activities
Adding activities to instructor schedules can be done as far in advance as suits your operations. Some schools add activities just for the week ahead. Others add activities for the entire season, with instructors consistently working regular days of the week.
There are three ways to add activities, allowing you to easily add hundreds of activities across your team in one step, and to make pinpoint changes for a single instructor.
Method 1: Bulk Add to Schedule
The Bulk Add to Schedule is a convenient way to set activities for a large number of regularly scheduled instructors over a long date range.
To add activities over a date range across multiple instructors:
Navigate to Schedule → Bulk Add to Schedule
It is also possible to set instructor Parent Category and Available / Not Available statuses:
Navigate to Schedule → Bulk Add to Schedule
Select Availability
Select the vendor
Select the instructors and move them to the box on the right
Select From and Until dates
Select day(s) of the week
Select a category (only the instructors in the same category can be set up in bulk)
Select Available / Not Available
Click Set Availability
Start selling
Book & Pay bookings will be created when there are some instructors available, and request bookings will be created when there are no more instructors available.
It is possible to allow the guests to create request bookings even if Book & Pay bookings are possible. (This can be set up from Online Payment Settings page).
Method 2: Schedule
It is possible to manage instructor schedules up to one week at a time:
Navigate to Schedule → Schedule
Click on the Show / Refresh button
Click on the Manage Activities & Add to Schedule link
As shown above, you can add activities to the schedule of multiple instructors in one step.
Method 3: Schedule+
The Schedule+ page is an intuitive and visual way to make changes and allows you to drag and drop activities onto instructors, to access this page:
Navigate to Schedule → Schedule+
Set Activities as Completed
After an instructor completes an activity it is necessary to change the status to Set as Completed in order for the instructor to be paid.
To set as completed on the Schedule page:
Navigate to Schedule → Schedule → Show / Refresh → Schedule List
It is possible to process one activity at a time, or by checking all/multiple activities and processing them in one step.
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