Manage Activities

Modified on Thu, Apr 30 at 4:33 PM

Manage Activities

Once you create activities, you can manage and refine them to control how your program works. Activity settings determine who can participate, how attendance is tracked, and what information is collected.

Edit an Activity

Open your program
Go to the Activities tab
Select an activity to open the edit panel

From the edit panel, you can update all aspects of the activity.

Update Activity Details

On the Details tab, you can modify:

Name
Type (Schedule, Registration, or Lead)
Start and end time
Location

These settings define what the activity is and when it takes place.

Assign Groups to Activities

Activities control who can see and participate in your program.

To invite participants:

Attach a Group to the activity
Optionally use subgroups to target specific participants

Important: Participants only see activities that their group is assigned to. If no group is attached, the activity will not be visible to anyone.

Configure Attendance

Each activity can collect attendance responses from participants.

Ask if Attending – participants choose whether to attend
Link Attendance – attendance follows the overall program

Use "Ask if Attending" when participation varies by activity. Use "Link Attendance" when all participants should attend automatically.

Set Attendance Limits

You can limit how many participants can attend an activity.

Custom – set a fixed number of participants
Select Places – base the limit on available places or resources

Attendance limits are only available when attendance is set to Ask if Attending.

This allows you to control capacity for sessions with limited space or resources. :contentReference[oaicite:0]{index=0}

Add a Waitlist

When an activity reaches its attendance limit, you can enable a waitlist.

Participants who register after the activity is full are added to the waitlist
You can move participants from the waitlist into available spots
Waitlists can be managed manually or automatically

Waitlists help you handle overflow while keeping your activity capacity controlled. :contentReference[oaicite:1]{index=1}

Control Registration Timing

You can control when participants are allowed to respond to an activity.

Set start and end times for accepting responses
Close registration for individual activities when needed

This is useful when different activities have different deadlines. :contentReference[oaicite:2]{index=2}

Use Lead Activities

Lead activities are used for capturing information, typically in sponsor or exhibitor scenarios.

Assign a group of participants who can be scanned or selected
Assign a group of collectors who will capture leads
Collect responses using activity questions

Lead activities allow you to gather structured data during your program. :contentReference[oaicite:3]{index=3}

Manage Questions

Each activity can include questions to collect additional information from participants.

Ask questions based on attendance status
Collect preferences, feedback, or required details

For detailed instructions, see:

Add Questions to Activities

Manage Activities