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Activities and the Activity Calendar For Quotes & Bookings


In iVvy 'activities' are what you would put on your calendar, they are events that take place onsite such as site inspections, menu tastings, event order meetings etc. There is also an activities calendar for visual representation so you can see when you need to be out of the office and on the road for such activities, and also displays other staffs activities so you can see who is in and out of the office at what times. 

Activities can be loaded via four places within the iVvy system. via a lead, booking, directly within the Activities tab, or in the activities calendar.

Adding an activity via a lead

Adding an activity via a booking

Adding an activity directly into the activities tab

Adding activities through the activities calendar

Adding an activity via a lead

  1. Navigate to Sales > Leads and edit a Lead.
  2. Click on the Activities tab across the top of the screen. 
  3. Click “Add Activity” and fill in the relevant fields. 

Adding an activity via a booking

  1. Navigate to Bookings > Bookings and edit a Booking
  2. Click on the activities tab
  3. Click “Add Activity” and fill in the relevant fields. 

Adding an activity directly into the activities tab

The activities tab will show you all activities for all bookings, so it is a good place for reference on available times when booking in new activities.

  1. Navigate to Sales > Activities
  2. Click on “Add Activity”
  3. Fill in the necessary fields

Adding activities through the activities calendar

The activities calendar is a visual representation of your activies that are already booked for all staff using the venues system. You can add activities through the calendar also by:

  1. Navigate to Sales > Calendar
  2. Search for the date that you are wishing to add via the date search box. 
  3. Dragging across the dates you wish to make the booking
  4. Fill in the necessary information. 


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