In SmartRec, the Activities tab is where you create and set up your program(s) that group together activities and events which share characteristics such as registration confirmation details and cancellation policies.
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❗ Franchisees can't create programs or activities. They pull activities from their main franchise's Warehouse. Please contact firstname.lastname@example.org if you need help.
Name your program.
Your program's start and end date must be before the start and after the end of the activities it contains. For example, if your earliest activity starts on June 1st and your latest activity ends on Aug 31st, the program must begin on June 1st and end on Aug 31st.
Important Information (optional): This is incredibly useful in providing your participants with information. Upon clicking a program, clients are redirected to the store page where your activities are displayed. You can include a message on this page that everyone will see.
Confirmation of registration (optional): This message appears on the client's invoice after checkout as well as on the emailed copy. It also appears on the payment receipt if the payment is made at checkout.
Default activity view: If your program includes session-based activities, choose Session. If your program is comprised uniquely of drop-in classes, choose the preferred Calendar clients will view in the store.
Image (optional): Beautify your store with an image that represents your program.
Activate Cancellation Policies in the Apps tab. You must create your policies in the Accounting and finance subtab before you can select one from the drop menu here.
Cancellation Policies work on session-based activities only.
Security & sharing
Visible to Clients: A check mark in this box means clients can see the program in your store. If no check mark is applied, it means your program is hidden.
Secret link: If your program is hidden from clients but you would like to share it with select people, send them the secret link.
Access Code (optional): Complete this field if clients require a code to access the activities in your program (whether it's visible or hidden).
How do I Import a Program?
Duplicate a program and all its activities so you don't have to redo all the work.
Create your new program under Activities > Programs > New program.
Click on Activities > Edit.
Pull down the Operations menu and choose Import Program.
In the Program Import window, choose the program to duplicate and click on Import Activities.
Update (if necessary) the activity schedules and any other pertinent information. Save.
* Last updated in October 2022