The Activity stream

The Activity stream is the central hub where you can manage all of your booking and payment activities. The high-performance Activity stream provides robust advanced filtering options to give you quick access to the information you require.

When viewing a specific activity, you will be able to view related activities, such as payments, rescheduled bookings, and cancellations. You can also perform actions such as refunding a payment or requesting to reschedule. You will have full insight into your organization’s bookings and be able to manage all activities easily in one place.


Activity stream

By default, the Activity stream shows all activities (both completed and future), sorted by the last updated date. The list of activities is based on your profile's time zone, allowing you to see relevant information at all times.

The stream lists all activities that you have access to. You will see all Bookings for which you are the Booking owner, reassigned Booking owner, Editor, or Viewer. Learn more about Booking page access permissions  

The Details pane of each activity allows you to access additional information about the activity and perform specific actions, such as Cancel/request reschedule. Learn more about the Booking lifecycle actions and statuses, Session package statuses, and Payment transaction statuses

Filter Options in the Activity Stream

Finding information in your Activity stream is simple. You have four main options:

  1. Default, out-the-box filters which include today's meetings, upcoming meetings, and booking requests filters. This can be found in the left sidebar of the Activity page.

  2. Advanced filter options which allow you to filter according to specific parameters. The list of parameters appears when you click the drop down arrow next to the free text filter box.

  3. The free text filter allows you to find activities by typing in any information included in the activity details.

  4. Custom filters allow you to create and save a selection of filters for quick and convenient access.

Learn more about Filtering the Activity stream.



 

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