# Creating Activities (/docs/activities/creating-activities)



Adding a New Activity [#adding-a-new-activity]

1. Navigate to **Dashboard > Activities**
2. Click **Add Activity**
3. Fill in the basic details:
   * **Name** — the display name shown to customers
   * **Description** — a detailed description for the checkout page
   * **Category** — organize activities by type
   * **Featured Image** — the main photo shown in the checkout

Activity Types [#activity-types]

When creating an activity, you must select a type. This cannot be changed after creation.

| Type                                  | Description                                                                                                                                            |
| ------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Equipment Rental**                  | Customers choose from predefined duration options (e.g., 1 hour, 2 hours). Each duration has its own price. Best for kayaks, bikes, paddleboards, etc. |
| **Tour**                              | Runs at fixed scheduled times with a set duration. Priced per person or flat rate. Best for guided tours, classes, group experiences.                  |
| **Dynamic Duration Equipment Rental** | Customers choose a custom rental length within a configurable min/max range. Priced per hour. Best for flexible boat rentals, all-day gear hire.       |

General Settings [#general-settings]

The General tab contains the core information about your activity.

| Setting                  | Description                                                                                           | Limits             |
| ------------------------ | ----------------------------------------------------------------------------------------------------- | ------------------ |
| **Activity Name**        | The main title customers see when browsing activities                                                 | Max 50 characters  |
| **Tagline**              | A short, memorable phrase displayed alongside the name                                                | Max 50 characters  |
| **Short Description**    | An excerpt shown in activity listings and search results                                              | Max 100 characters |
| **Detailed Description** | Full rich-text description shown on the activity detail page. Supports formatting, links, and images. | No limit           |
| **Cancellation Policy**  | Rich-text policy displayed to customers during checkout and in confirmation emails                    | No limit           |
| **Activity Color**       | A color used to identify this activity in dashboard calendars, reports, and charts                    | Hex color value    |

Equipment Settings [#equipment-settings]

These settings appear on the General tab and control how equipment selection works during booking.

| Setting                    | Description                                                                                                                            | Default  |
| -------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- | -------- |
| **Equipment Type Limit**   | Maximum number of different equipment types a customer can select in a single booking. Set to `0` for unlimited.                       | 0        |
| **Allow Equipment Mixing** | Whether customers can select multiple equipment types in one booking. When disabled, customers are limited to a single equipment type. | Disabled |

Post-Booking Survey [#post-booking-survey]

You can assign a specific survey to an activity that overrides your location's default survey. This is configured on the General tab under "Post-Booking Survey." If no override is set, the location's default survey is used.

Activity Manifest (Capacity) [#activity-manifest-capacity]

The manifest defines guest limits and demographic breakdowns for your activity.

| Setting             | Description                                                                                                                |
| ------------------- | -------------------------------------------------------------------------------------------------------------------------- |
| **Guest Limit**     | Maximum number of guests per time slot. When a slot reaches this limit, it shows as full.                                  |
| **Guest Minimum**   | Minimum number of guests required to run the activity.                                                                     |
| **Age Restriction** | Minimum age for participants.                                                                                              |
| **Demographics**    | Assign company-defined demographics (e.g., Adult, Child, Senior) to control pricing tiers and capacity tracking per group. |

Custom Fields [#custom-fields]

Custom fields let you collect participant-specific information during checkout. Each field is attached to the booking record.

| Field Property | Description                                                          |
| -------------- | -------------------------------------------------------------------- |
| **Label**      | The question or field name shown to the customer                     |
| **Type**       | The input type (text, number, select, etc.)                          |
| **Required**   | Whether the customer must fill in this field to complete the booking |

Common uses include collecting age, weight, height, experience level, dietary restrictions, allergies, or any business-specific data.

Media [#media]

Upload images and videos to showcase your activity on the checkout page.

| Property          | Description                                          |
| ----------------- | ---------------------------------------------------- |
| **Type**          | Image or video                                       |
| **URI**           | The URL of the uploaded media file                   |
| **Thumbnail URI** | A smaller preview image used in listings             |
| **Description**   | Alt text or caption for the media item               |
| **Order**         | Display order on the activity page (drag to reorder) |

Agreements [#agreements]

Agreements are terms, waivers, or policies that customers must acknowledge during checkout.

| Property     | Description                                                    |
| ------------ | -------------------------------------------------------------- |
| **Title**    | The heading displayed to the customer                          |
| **Body**     | The full text of the agreement                                 |
| **Required** | Whether the customer must accept before completing the booking |
| **Enabled**  | Toggle the agreement on or off without deleting it             |

Communication Settings [#communication-settings]

Control what information appears in booking confirmation emails for this activity.

| Setting                        | Description                                                             | Default |
| ------------------------------ | ----------------------------------------------------------------------- | ------- |
| **Email Body**                 | Custom content included in the confirmation email                       | Empty   |
| **Email Terms**                | Terms and conditions text included in the email                         | Empty   |
| **What to Bring**              | A list of items customers should bring (displayed as a checklist)       | Empty   |
| **Arrive By (Minutes Before)** | How many minutes before the activity start time customers should arrive | 0       |
| **Show Meeting Location**      | Include the meeting location in the email                               | Off     |
| **Show Custom Field Answers**  | Include the customer's custom field responses in the email              | Off     |
| **Show Arrival Time**          | Display the calculated arrival time in the email                        | Off     |
| **Show Duration**              | Include the activity duration in the email                              | Off     |

Payment Settings [#payment-settings]

Configure deposit and payment collection options per activity.

| Setting                         | Description                                                                     |
| ------------------------------- | ------------------------------------------------------------------------------- |
| **Downpayment Enabled**         | Whether to collect a partial payment at booking time instead of the full amount |
| **Downpayment Percent**         | The percentage of the total to collect as a deposit (e.g., 50%)                 |
| **Downpayment Collection Days** | Number of days before the activity date to collect the remaining balance        |

Calendar Sync [#calendar-sync]

Activities support iCal sync URLs that allow external calendars (Google Calendar, Outlook, etc.) to pull in booking data. You can add multiple iCal sync URLs per activity.

Cloning Activities [#cloning-activities]

To quickly set up similar offerings, use the **Clone** feature:

1. Open an existing activity
2. Click **Clone Activity**
3. Modify the cloned version as needed

This copies all settings, pricing, and scheduling from the original.

Activity Status (Publishing) [#activity-status-publishing]

Activities have a published/unpublished state:

* **Published** — visible on the checkout page and available for online booking. Changes take effect immediately.
* **Unpublished** — hidden from customers but preserved in the system. Existing bookings are not affected.

Publishing is controlled by a toggle on the General settings tab. Ensure all settings (scheduling, pricing, manifest) are correctly configured before publishing.

Related How-To Guides [#related-how-to-guides]

* [Create an Activity](/how-to/activities/create-an-activity)
* [Set Up Activity Manifest](/how-to/activities/set-up-activity-manifest)
* [Add Custom Fields](/how-to/activities/add-custom-fields)
* [Manage Activity Media](/how-to/activities/manage-activity-media)
* [Clone an Activity](/how-to/activities/clone-an-activity)
* [Publish / Unpublish](/how-to/activities/publish-unpublish)
* [Set Up Trip Protection](/how-to/activities/set-up-trip-protection)
* [Configure Dynamic Duration](/how-to/activities/configure-dynamic-duration)
* [Create Special Events](/how-to/activities/create-special-events)
