Summary
This guide provides step-by-step instructions to create a Course Activity Schedule.
Before you begin:
Ensure you have already created a Course Activity Template.
Once a course schedule has been booked by a customer, you can no longer change the duration. This is because you would be changing the agreed-upon time, so customers might not be able to attend anymore based on the new start/end time.
Step-by-Step Guide
1. Access the Activities Module
From the Home Page, navigate to the Activities V2 Module.
2. Open the Schedules Section
Click Schedules in the navigation menu.
3. Create a New Schedule
Click Create a New Schedule.
4. Select an Activity Template
Choose an existing Activity Template.
5. Configure Schedule Settings
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Complete the required fields:
Schedule Reference (optional, for internal use)
Start Date and End Date
Facility
Maximum Capacity
Extras (optional)
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Additional email text (optional). This field will inherit the template setting, but can be overridden here. If you change your mind, you can restore the template version.
Click Save and Continue.
6. Create a Recurrence
Click Create a New Recurrence.
Set the Start Date (this defines the day of the week for the course).
Select the Number of Weeks.
Note: This value is based on the template but can be adjusted. The recurrence must fit within the schedule’s start and end dates.Choose the required Resource(s).
(Optional) Add a Friendly Name for this location.
Select the Instructor(s).
Set the Start Time.
Define the Duration.
Select the Duration.Click Save Recurrence.
Click Continue.
7. Finalise the Schedule
Review any scheduling conflicts.
Click Save Draft Schedule.
Click Publish Now to finalise.
A confirmation message will appear when the schedule is saved successfully.
✅ You have now successfully created a Course Activity Schedule!