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Set Up Activities

Create or review an activity, then configure its details, assignments, availability, pricing, and booking requirements.

Activities are the experiences and services customers can book with your business. Open Offers → Activities to create an activity, review an existing one, or organize activities into folders.

Activities page with activity folders and booking cards

Create or Edit an Activity

  1. Open Offers → Activities.
  2. Select Add Trip to create an activity, or select Edit on an existing activity.
  3. Complete each setup tab. Use Next to move through the tabs, or select Go to Review when you are ready to check your work.

New activities are inactive until you activate them from the Activities page. This lets you finish setup before customers can book them.

Offer Details

Add the customer-facing basics:

  • Upload images and choose a cover photo.
  • Enter the title and activity type.
  • Add a short card description and the full activity description.
  • Add tags for Schedule Checker filters.
  • Choose the color shown on your calendar.

Offer Details tab with activity images and cover photo selection

Assignments

Choose the calendars and resources used to check availability for this activity. Depending on your setup, you can also enable ticketing, prioritize automatic calendar assignments, and allow staff assignments.

Assignments tab with guide and boat calendar selections

Optional Settings

Add any booking details that apply to this activity:

  • What’s included, what’s not included, and what customers should bring
  • An important customer notice and meeting address
  • Checkout questions and guide closeout questions
  • A custom cancellation policy or deposit
  • Required waivers

Leave a setting blank or use the business default when it does not need activity-specific rules.

Optional Settings tab with included and not included details

Availability

Confirm the activity’s time zone, then choose whether it runs year-round or seasonally and select its available days of the week. Turn on Overnight Scheduling when customers must select a range of consecutive days.

Use Restrictions to control:

  • Minimum Age: The youngest participant allowed.
  • Minimum Duration: The fewest consecutive days an overnight booking can include.
  • Maximum Duration: The most consecutive days an overnight booking can include. Leave this at 0 when there is no maximum.

Turn on Call to Book Only when customers should see your phone number instead of prices and booking options.

Availability tab with time zone and annual availability settings

Price & Duration

Add at least one base offer with a price, start time, duration, and availability. Use additional offers when customers can choose between different times, durations, or prices.

You can also assign sales tax, set group-size limits, and configure any additional group-size or resource pricing.

Group-size prices are the total amount added to the base offer for each exact group size. For example, an activity costs $300, includes up to 2 people, allows up to 5, and costs $40 for each additional person. Set the additional charges to:

  • 2 people: $0
  • 3 people: $40
  • 4 people: $80
  • 5 people: $120

Price and Duration tab with activity offers and prices

Review and Save

Select Go to Review to confirm assignments, availability, restrictions, taxes, locations, the customer preview, and each offer. Select Back to edit to correct anything, or Save Changes when the activity is ready.

Review and Save screen with activity summary and customer preview

Return to Offers → Activities to make the activity active, preview the customer page with View, or use Actions to copy or delete it.