EMS - Managing Activities

EMS - Managing Activities

⏱ Estimated time: 2–3 minutes
👤 Role: Admin / Management

What you'll learn

  • How to update or amend existing activity types

  • How to manage online visibility and medical restrictions for activities

  • How to deactivate an activity that is no longer required

When should I use this?

Use this guide when you need to make operational changes to your group sessions, such as updating financial analysis codes, refreshing online booking availability, or adjusting health and safety protocols.

  • Key Logic: Changes made to an activity take effect immediately for all future bookings. Any past bookings already in the system will not be affected by these updates.

Before you start

Before managing an activity, confirm:

  • Analysis Codes: If changing an analysis code, ensure it has been pre-approved by your finance team for reporting purposes.

  • Online Presence: Remember that updating the "Show Online" status will immediately affect your guest-facing booking journey.

  • Deactivation: If an activity is ending, it is better to set it to inactive rather than deleting it to maintain historical data.

Step-by-step: Managing Activities

1. Open the Administration panel

Click Settings in the navigation menu to open the Administration area.

2. Navigate to Activities

Under the Experiences section, select Activity from the available options.

3. Select the Activity

Locate and select the specific activity you wish to update from the list.

4. Update Activity Details

Make the required changes using the relevant fields:

  • Name/Category: Update how the activity is identified and grouped.

  • Analysis Code: Amend the financial code if reporting requirements have changed.

  • Online Status: Navigate to the Settings tab to toggle Show Online on or off.Medicals: Navigate to the Restrictions tab to update medical warnings or denies.

5. Save Changes

Click Save to commit your changes.

Best practice

  • Audit Regularly: Periodically review your activity list to ensure analysis codes and categories remain accurate for your current business structure.

  • Safe Closure: Before deactivating an activity, ensure there are no future sessions scheduled in the diary to avoid guest disappointment.

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