Understanding Program Setup

A term is a defined block of time with a start date and an end date during which courses and programs run. Terms allow you to group and filter programs, enrolments, attendances, and sessions that occur within the same time period.

For example, a term might be 2023 – Term 3.

2. Categories

Categories group activities into buckets, making them easier to report on, group, and filter—both when listing activities online for members and when working in the back-office interface.

Examples of categories include Creative Pursuits, Children’s Activities, Health and Wellbeing, and Social Activities.

3. Activity Types

Activity Types represent the different activities you run, such as Watercolour Painting, Zumba, or Book Group.

Each activity type can be associated with one or more categories. This relationship allows you to report on all activities within a category—for example, viewing all Creative Pursuits and automatically aggregating all related creative activities.

You will also use activity types when setting up courses and programs.

4. Courses/Programs

Courses and programs are the actual activities you run over a specific period of time.

Each course or program runs within a specific term, consists of a number of individual sessions, and is linked to an activity type. Because activity types are linked to categories, this setup allows you to group and report on courses and programs by category later on.

For example, a course or program might be Zumba Gold – Term 3 – 2023.

5. Sessions