Each time you add a new activity to your catalog (whether by creating a new activity or copying an existing activity), you will need to define some basic settings before you can accept bookings for that activity. This article offers examples and guidelines on how to do just that. Specifically, you will learn how to approach these four key components of activity setup:
- Basic info - Where you define the naming, duration, and pricing details of the activity
- Descriptions - Where you provide activity details to potential customers
- Policies - Where you may state activity-specific policies and notes for customers
- Advanced - Where you can set activity-specific rules about correlating advanced features
Define Basic Settings for an Activity
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Select Description from the sidebar menu to reveal the Basic Info, Descriptions, Policies, and Advanced tabs
At a minimum, you'll need to complete the required fields that live under the Basic Info and Descriptions tabs, though you'll find examples below that offer guidance on all four tabs (including optional settings). Be sure to select the Save button after filling out each tab.
Required Fields vs. Advanced Features
As you define the basic settings for your activity, you will notice that certain fields correlate with more advanced features that you may not yet have set up. Keep in mind that the majority of these advanced features are not required in order to publish the activity to your booking widget. Details are included in the examples below.
Basic Activity Settings: Examples & Guidelines
Basic Info
The Basic Info tab is where you define the naming, duration, and pricing details of the activity. Both these and the default ticket type (see callout below) can be adjusted at any time.
Default Ticket Type
The Default Ticket Type field simply determines which ticket type will auto-populate during the online booking process. In the example below, we've created ticket types for Child, Adult, and Senior, and selected “Adult” as our default ticket type
To use this feature, you will first need to Create Ticket Types. Once that is done, return to the Basic Info tab of the activity in question, then select the desired ticket type from the Default Ticket Type drop-down.
Descriptions
The Descriptions tab allows you to communicate activity details to potential customers. The information contained in these fields is what customers will see when they select this activity from the catalog before completing their booking.
This is how the description information appears to customers in the booking widget:
Pro Tip
Want to link a phone number from the activity description? Visit Can I make my phone number clickable?
Policies
The information you provide in the Policies tab will be displayed during online checkout, in email confirmations, and on printed receipts. If you opt to leave these fields blank, the policies displayed will simply default to your global policy settings. If, however, you want to apply custom policies to this particular activity, fill in the corresponding fields here.
This is how the policy information appears to customers in booking-related emails:
Advanced
The features that correlate with the fields under the Advanced tab are not required in order to publish the activity to your booking widget. If you later decide to set up one or more of these advanced features, you can return here at any point to update these fields.
For more information about these advanced features, please reach out to our Support Team.
