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How to Create Custom Activities
How to Create Custom Activities

Enrollsy allows customizable Activities, such as Check In/Out, Health Check, Incident Reports, and much more!

Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

Some Info About Activities

Activities are recorded on Activity Timelines. These historical records are not deleted and are available to the Admin, Teacher, and Customer Account views of Enrollsy and the apps. Here are a few things to make a note of:

  1. Activities appear within the context of these three entities:
    - Enrollee
    - Instructor
    - Class

  2. Activities have a display order. The display order on this page is everywhere throughout Enrollsy and in the Teacher and Customer Apps. You can easily change the order by clicking on the six dots to the left of an Activity's icon and dragging it up or down.

  3. There are system Activities. These are commonly used defaults that come with Enrollsy. You can hide all of them except the Check-In and Check-Out (if you don't need to use this Activity, we recommend moving it to the bottom). If you hide an Activity, you can see and add the hidden ones by clicking on the Show Hidden link at the top right of the panel.

How to Create a Custom Activity

Follow these steps to create a custom Activity:

Step 1 - Choose the Correct Entity

Head to the Activities page (My Company > Activities tab). Select the entity for which you want to add an Activity (Enrollee, Instructor, or Class). Then click the plus button inside the dotted box.

Step 2 - Set Activity Settings

In the window that opens, enter the name of the Activity under "Label." Select an icon from the Default Icon List or by typing in the search bar (optional). Pick the Activity color from the color blocks or enter your color hex.

Step 3 - Visibility

Decide who can view and/or post the Activity under "Visibility." For an internal Activity for Admins only, leave all boxes unchecked. For an internal Activity that includes Instructors, check whether they can only view or post the Activity.

Step 4 - Attach Activity Form

You can also attach an Activity Form (optional).

NOTE: Activities with attached forms force required fields on the Activity Form to be completed before the Activity can be posted.

Click Save when finished.

Step 5 - Order Activity List

Don't panic if you don't see your new Activity because it's just at the bottom of the list. Scroll down and click the dots to reorder your list as you see fit. That's it!

how to create an activity in Enrollsy
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