Activities let you share updates about an Enrollee with the organization, such as check-ins, notes and photos. You can log an Activity for one Enrollee, or use Bulk Activities to log the same Activity for several Enrollees, Classes and dates at once.
Log an Activity for One Enrollee
Sign in to the Customer Portal
Click Activities in the top menu bar
Select the Enrollee
Choose the Activity and fill in the details, such as the Class and a note
Click Post
Log an Activity for Multiple Enrollees
If you have more than one Enrollee, use Bulk Activities to post the same Activity across their Classes and dates from one screen.
Click Activities in the top menu bar
Click Bulk Activities
Choose the Activity from the Activity Type menu
Select the Enrollees and the Classes to log the Activity for — you can choose more than one
Select the dates the Activity should cover
Check the number of Activities that will be created at the bottom of the window
Click Create to log the Activity for every selected Enrollee, Class and date
View Activity Details
Activities are listed in chronological order.
Click an Activity’s title to open its log form
