Activity Messenger Help Center Find a focused guide for the task you want to complete. Browse the main topics below, or use Help search to find an article, tutorial, or troubleshooting guide. Each link takes you to a dedicated guide rather than repeating its instructions here. Browse by topic Forms and registrations Build forms for registrations, requests, consent, and feedback. Start with the forms overview or build and share your first form. Classes, events, and attendance Set up activities, manage registration, and prepare your team for attendance. Read the classes and events overview or create a class or event. Bookings and memberships Explore time-based reservations, memberships, passes, and access. Start with bookings or learn about memberships. Communications and automations Plan messages to clients and automated follow-ups. Explore email and SMS communications or send your first email or SMS. Payments, sales, and reports Find payment setup, sales workflows, invoices, accounting, and financial reports. Start with payment and financial setup or explore financial reporting. Clients and recipient lists Understand client records and select an audience for communications. Read the clients and recipient lists overview or manage recipient lists. Website and client portal Connect your public site, forms, and online services. Set up a website or explore the microsite and client portal. Organization and team Configure organization settings and teammate access. Set up your organization or manage users and permissions. Integrations Find guidance for connecting external services to your workflows. Browse connected apps and integrations. API Build a server-side integration with Activity Messenger. Start with the API introduction and continue to the reference for the resource you need. Popular starting guides Welcome to Activity Messenger Choose your first workflow Build and share your first form Create a class or event Send your first email or SMS Need help? Contact Activity Messenger support for help with your account or a workflow.

Start here Welcome to Activity Messenger Activity Messenger brings forms, registrations, payments and communication together. Start with one workflow your team needs, then connect the other tools as you grow. Navigation, menu and quick shortcuts Choose your menu, personalize quick shortcuts, search for a feature and understand how your preferences relate to organization defaults. Set up your organization Configure the settings that affect your first launch. You do not need to finish every advanced option before creating a form or preparing a message. Go live checklist Move a new organization from testing to real use. Check Stripe test mode, the e-commerce test email, your sender number and address, branding, visibility, users, your first form, payment methods, taxes and timezone before clients arrive. Get support Have feedback or want an improvement? Or have you hit a 500 server error? Choose your first workflow Start with the result you want to achieve. Each path below points to the guides you need without requiring you to learn every part of Activity Messenger first.

Forms and registrations Choose the right form A form collects the information needed for a specific job: registering a child, obtaining consent, receiving a request or collecting feedback. Start with the outcome you want, then choose a form type and add only the questions needed for that outcome. Build and share your first form Build a form around one outcome: collect a request, register a participant or obtain information you need before an activity. This guide takes you from a sample or blank form to a checked, shareable link. For checkout and invoicing, follow Payment forms. Form question reference Index of every block in the form editor's Add a new block picker, by tab, with links to the article that describes each block's label, default and effect. Also covers how blocks are added, form types and availability, the options shared by most questions and the required participant fields. Form questions: Standard blocks Standard question blocks of the form editor: text, number, rating, dropdown, radio buttons, checkboxes, grids, ranking, formula, newsletter subscription, bookings waitlist, grant selector, conditional branching, page break and question filters, with each option's label, default and effect. Form questions: E-Commerce blocks E-Commerce blocks of the form editor: Class, Multiple classes, Event with tickets, Resource, Booking, Products, Membership, Gift card, Donation, Tip, invoice-item blocks and more, with each option's label, default and effect. Form questions: Content and Date/Time blocks Content blocks (text, spacer, slideshow, image, video) and Date/Time blocks (date, date range, time selection, time track, check-in/check-out, week availability, expiration date) of the form editor, with each option's label, default and effect. Form questions: People blocks People blocks of the form editor: Account owner, Participant/member/student, Participants, Other parent, Contacts, References, Children, Person, Company, Person select, Age category and Relay, with each option's label, default and effect. Form questions: Upload and Electronic signature blocks Upload blocks (photo, image or PDF, video, audio, documents, private documents) and Electronic signature blocks (acceptance, signature, administrator signature) of the form editor, with each option's label, default and effect. Form questions: Expense claim blocks Expense claim blocks of the form editor for reimbursement forms: expenses with receipts, expense items, revenue items, mileage, meals, honorary, sum of expenses and receipt uploads, with each option's label, default and effect. Form questions: Encrypted, Hidden and Samples blocks Encrypted blocks (bank account, SIN, SSN, health card, RL-24 payers), Hidden administrator-only blocks (admin note, approve and notify, skills, unique ID) and the Samples tab of the form editor, with each option's label, default and effect. Manage forms and submitted responses Use this guide after you have created a form. Find the right form, organize access for your team, and review or update submitted answers. To change questions, confirmation messages or sharing options, use Build and share your first form. Translate a Form Use one bilingual form when English and French respondents should complete the same workflow. Translate the questions, confirmation page and confirmation messages, then check both client paths. Using conditional branching Use conditional branching to show existing form questions based on a respondent’s answers. Place the question after the branching question, select it under Show questions for the relevant answers, then test each path. Saving, pre-filling, gating and closing a form If you have very long forms, you can allow clients to save their work mid-way. You can also block guests from filling in forms and only allow returning clients. You can allow clients to connect to their account to pre-fill common questions. Finally, you can close a form when it is no longer used. Those options are available in the form designer's side panel: Import a list from an Excel file into a form Use the form import window when you already have completed registrations or responses in Excel or Google Sheets and want to add them to Activity Messenger as form submissions. Each spreadsheet row becomes one respondent. Review form audit logs Form audit logs show who changed an important form setting, when the change occurred, and which form was affected. Administrators can investigate unexpected behaviour, compare previous and new values, and undo an eligible question change. The form editor also provides a quick Undo last change action. Add a U.S. Social Security Number question to a form Activity Messenger has a dedicated Social Security Number (USA) question for U.S. SSNs. Use this encrypted question type instead of a regular text question when your form needs to collect an SSN. It is separate from the Canadian Social Insurance Number (SIN) and RL-24 payer workflow. Building waivers to capture consent with electronic signatures A waiver is a regular Activity Messenger form with consent and electronic signature blocks. Build it from a sample or a blank form, sign on behalf of a minor, share or embed it, send it in a message, track who has not signed, and keep a PDF of every signed response. Surveys and analytics A survey is a form used to collect satisfaction and feedback following a class or session. Activity Messenger gives you all the tools necessary to run a survey. To collect responses, you can embed them on your website or send them by email or by text message. Checkout the Forms help page to learn more. Evaluation forms Activity Messenger allows you to evaluate participants or students for a class or a session. With an evaluation form, you or your instructors can capture the assessment and keep a digital record. You may then mass-email the evaluations to the parents or participants. A PDF will be attached to the email. You can even generate and mass-email or mass-print certificates. Quiz forms and passing scores Create a graded quiz form, mark the correct answers, set a passing score, and find each respondent's score. Manage client waivers Client waivers are forms that belong to a client's account. Use them for waivers or acknowledgements that clients may need to complete once, view from My Account, complete before submitting another form, and track from the client list. Payment forms Prepare what you will sell, the information needed for the account owner and participants, the applicable taxes and the payment methods you will accept. For card payments, connect Stripe and explicitly check whether the account is in test or live mode. Do not assume a newly connected account is automatically in test mode. Pre-filling a payment form for a client Prefill a form when staff already know part of the information and the client needs to complete the rest. Prepare the correct recipient and form before sending the personalized link. Rental contract creation guide With a Payment Form, Activity Messenger makes it easy to create and manage electronic contracts. This guide will show you how to: E-Commerce questions E-commerce questions turn a client’s selections into invoice items. Choose a class, ticket, product or custom charge according to what you sell, then review quantities and taxes before sharing the payment form.

Classes, events and attendance Understand classes, events and attendance A class or event defines an activity: its name, schedule, location and capacity. A registration form defines how clients sign up. An attendance list helps your team manage the registered participants on each date. Start by separating these three jobs before choosing your settings. Create a class or event Create the activity and its schedule before opening registration. The class stores the dates, location and capacity; a form supplies the registration and payment workflow. Check the activity’s settings here, then link it to your registration form. Duplicate a class or an event Duplicate an existing activity when its setup is a useful starting point for a new one. Review the copied dates, capacity and linked settings before offering the new activity to clients. Bulk operation Use bulk operations when the same change must apply to several classes or events. Filter the list and confirm your selection before applying a shared change. Adjust class capacity to reserved locations Set places per location for a class, recalculate capacity when a reserved location changes, and configure several classes at once. Cancel a class, an occurrence or a session Remove one class date for everyone, archive a whole class, or cancel a single registration. Learn what each action changes for registrations, invoices and attendance, how to notify the participants, how to add a replacement date, and where to credit several invoices at once. Teams, team builder and gamesheets Run a league with teams. Add teams and managers, schedule games, place registered players on teams with the Team builder, then record scores and player statistics on printable gamesheets. Students and skills Create skills, give them to students from attendance lists, in bulk or automatically at registration, require a skill to register for an advanced class, and see skills in My Account, lists and exports. Private lessons Use the Private lessons page to see each coach's lessons for the day, mark who has arrived, add notes, message participants and track forms. Learn how lessons are booked, priced and reported. Calendar colours and views Tell the Classes calendar, the Bookings calendar, the staff calendars, the public event calendar and the client booking calendar apart. Find out where each colour comes from, which views and filters each calendar offers, and which settings apply to the whole organization. Selling classes and events Offer classes and events through a form by selecting the relevant class or events in its Class/Event question. Check the class schedule and form date or booking-window settings before reusing the form. Balance registration categories within class capacity Keep two choices of the same participant custom field within a maximum difference, and close the class when its total Maximum attendance is reached. Multiple classes with the use of filters The setup of the customer journey in a multi-class environment on Activity Messenger helps optimize the user experience by making it easier to search for classes based on specific criteria. By using filters such as location, age, class type, or available days, you provide your clients with a simple and effective way to select the options that best meet their needs. These custom filters improve navigation and ensure that each client quickly finds the class that suits them, while making the… Dynamic filters for Multiple Classes blocks Use dynamic filters when one Multiple Classes block contains classes whose available choices depend on earlier answers. Instead of creating separate blocks and conditional branches, you can keep the choices in one block and disable filter options that do not lead to a matching class. Approve pending class registrations in bulk Find pending class registrations in a form’s Respondents tab, filter the list and approve several registrations together, with optional confirmation emails. Assign different class occurrences to each participant Let a parent register several children for different classes or dates in one form submission. Each participant is entered once, then assigned only to the selected occurrences they will attend. This keeps the form to one Multiple Classes block and can also preserve eligibility for sibling or family promo codes. Offer class add-ons for specific dates Use Per date to let parents choose which registered class dates need an add-on, such as before-school or after-school care. Each selection stays associated with its date so staff can see the service required on that day's attendance list. Link camp add-ons to class attendance and capacity Turn on Attendance & capacity so a camp add-on registers the participant in a linked class, maps attendance to the selected dates, and uses that class's remaining places. Waitlist Enable a class waitlist on a registration form, then review requests centrally by course or source form in Classes → Waitlist. Configure per-course queues and automations from the class. Configure waitlists in class registration forms Enable waitlists in individual and multiple-class form blocks, configure confirmations and automations, and connect setup to the central Waitlist module. Manage requests in the Waitlist module Filter waitlist requests, review participant identities and form answers, manage class queues, and archive ended or deleted courses without restarting invitations. Manually add someone to a class waitlist If a class is full and someone asks you to add them to its existing waitlist, open the class’s Waitlist and click Add. You can select an existing client or enter their details yourself. Adding a person to the waitlist does not register them in the class. Switch a participant to another class from an invoice Move a participant directly from one class to another without cancelling the registration, issuing a credit, or adding another registration charge. The participant's attendance registration changes, but the invoice amount and balance do not. Block clients from registration Use an organization-wide banned-clients list to prevent specific clients from submitting registrations or making bookings. You can use an existing list, including an uploaded list imported from a previous platform, and display a custom message explaining what the client needs to do next. Attendance tracking Track attendance, check whether participants filled a selected form on each attendance list, and manage your classes. Learn where to enable form tracking and choose a form. Show allergies and participant information on attendance lists Yes. Attendance lists have a Visible columns control. Allergies is a built-in choice. A value such as transportation mode can also be displayed when it is recorded as a form answer or custom participant field and that information is loaded for the participants on the attendance list. Print an attendance list Open the attendance list for the class concerned as a full page. 2. Check that you are viewing the intended session and participants. 3. Open the three-dot actions menu and select Print. 4. The browser's print dialog opens directly. Check the preview, choose your printer and print. If your browser offers a PDF destination, you can use it to save a copy instead. Let participants self check in from My Account Enable self check-in on a class so registered participants or their connected parents can record attendance from the organization’s My Account page on the day of each class. This is useful when participants already use their client account and you do not need a public check-in station. Class discussions If you are looking for a chat component for people connected to the same class, use Class/group discussions. It creates a shared group chat where registered participants, connected parents, instructors, and permitted staff can exchange messages. Everyone uses the same class conversation; it is not a private or one-to-one chat. Messages can apply to the whole class or to a specific class day. Sell tickets online for your events Activity Messenger offers an online ticket sales tool for your events. You can take advantage of all the e-commerce tools available for selling your tickets (discounts, billing, etc.). Customize tennis league match emails Choose email templates for tennis league match reminders and attendance confirmations. Sell assigned seats with seat maps Seat maps let participants choose a specific seat when they register for a class or event through a payment form. Administrators can build reusable maps with rows, tables, single seats, unavailable seats, and optional seat prices, then attach a map to a ticket question. Plan an event from registration to follow-up Use Activity Messenger to connect the work around an event: promoting it, selling tickets, recruiting volunteers, welcoming guests and gathering feedback. Start with the event and registration experience, then add the supporting workflows you actually need. Create a birthday invitation and automation Discover how to streamline and automate the planning of your birthday party. Step 1. Create the host parent’s birthday form Create the host parent’s form to reserve a birthday party, collect invitation details and review payment options. Step 2. Create the guest RSVP form Prepare the guest-response form after setting up the birthday-party workflow. This form collects the invited child’s details and consent; it is separate from the host parent’s party booking. Step 3. Set up invitations and automation Finally, you'll set up the invitation email that will be sent to the guests. This template contains a direct link to the Guest RSVP Confirmation form. Once you've made your edits to this template, you'll automate the sending of this invitation. This means that, as soon as a host parent organizes a party, they will receive this second email with e-invite and the waiver form which can be sent to the invitees.

Bookings and memberships Resources (locations and staff) Create a resource for each place, staff member or piece of equipment whose schedule you need to manage. Keep separate courts or rooms as separate resources so their availability can be tracked individually. Start under E-Commerce → Resources. Set up resources and booking packages Use bookings to let clients reserve a location, a member of staff or equipment for a specific time. Set up the resources, organize reservations with booking types, and offer a booking package on your Microsite. Staff can then monitor the schedule on Today and make a booking for a client from Availability. Approve or reject booking requests Review pending booking requests, choose individual bookings or a selection on the same invoice, and approve or reject them. Understand card payments, offline balances, shared memberships and client emails. Close resources with a booking closure Block selected resources for a holiday, maintenance or a private event. A closure stops online booking on those resources and leaves existing reservations in place. Bookings with memberships and players Use memberships to control who can reserve a court, then identify the players and calculate their shares according to their membership. This companion to the Bookings guide uses the Tennis package at HogwartsRec to explain the Membership, Payment and Players tabs, followed by the client experience in the Microsite. Membership Memberships combine a validity period, price, benefits, member records, and optional cards. Use them for a season pass, recurring subscription, permanent credential, member pricing, booking access, or a multi-visit coupon pass. Select a required membership by participant age When one class includes participants from different membership age categories, a Multiple Classes question can automatically add the correct required membership from the participant's date of birth. The customer does not have to choose between memberships. Automatically enroll members in recurring weekly classes Let customers choose their weekly class schedule while purchasing a membership. Activity Messenger saves the exact class, weekday, and time, enrolls the member in matching upcoming class dates, and reuses the schedule after successful recurring membership renewals. Apple Wallet and Google Wallet passes Design wallet pass templates for membership cards, attendance cards and event tickets, preview them for Apple Wallet and Google Wallet, and assign them to memberships, classes and events. Access Control Let clients check in with a membership card at a configured access point, then review the resulting access records. Access eligibility and attendance depend on the memberships, classes and access-point rules; attendance is not governed by a universal one-hour window. The class start/end times and the access point’s before/after grace periods… Manage daily bookings and availability Use Today to see occupied resources and temporary cart holds, then use Availability to create a booking for a client. This guide follows the Book a mat example from the booking setup guide.

Clients and recipient lists Understand clients, forms and recipient lists Understand client accounts, form responses and recipient lists so you can choose and review the right audience. Building a list of recipients from an Excel or CSV uploaded file Import an Excel or CSV file when your contacts, registrations or memberships are managed outside Activity Messenger. Building a master list to combine multiple lists Create a Master List, add existing lists or forms as sources, and distinguish sources from individual recipients. Building a list from classes registrations Build an audience from class or event registrations when you need to contact participants based on what they attend. Building a list of subscribers using a form and landing page Use a subscriber form to let people ask for your newsletters or other communications. Organize lists and content with tags With regular use of the platform, you accumulate a large number of lists in your account. Merge duplicate client accounts When two client accounts belong to the same person, use Merge accounts to keep one account and absorb the other. Archive and restore clients Can you delete a client? Archive a client to remove them from your default client list without deleting anything, restore them later, and see when to anonymize, ban or merge instead. Delete a client account Permanently remove reviewed client details and files, keep email addresses for traceability, and protect participants with separate accounts. Create and manage recipient lists Create a reusable recipient list when you need to reach the same kind of audience again.

Communications and automation Understand email and SMS communications Choose a messaging channel and audience, classify your communication, and follow a clear first-send learning path. SMS, images and message length Understand hosted media links, long-message handling, SMS usage estimates and the difference between sender and reply-to. Send your first email or SMS Send a real test to yourself, review email and SMS content, then prepare a separate message for clients. Scheduling messages Schedule a message when the content and audience are ready but the delivery should happen later. Create and edit message templates Build a reusable message template when the layout matters: a newsletter, onboarding email or announcement with images and buttons. Personalizing email/SMS messages with placeholders Use placeholders to write one message that reflects each recipient’s name, registration or form answers. Use a subscriber’s first name from a full name Does your subscriber have a single full-name field? Media Library and Media Management Keep reusable images, documents and videos in the media library so staff can use the same assets in messages, templates and portal content. Generating certificates Design a certificate once, then personalize it with participant or form data when you apply it to an audience. Generate certificates in bulk Generate a personalized certificate for each person in a list, then download the batch or send the documents. Generate documents from a PDF template In addition to image-based certificates and badges, Activity Messenger can merge form responses and recipient data into a single-page or multi-page PDF. Create and publish a newsletter Publish a newsletter to share announcements, registration openings or program news. Track sent messages and engagement Review a send-out to understand who was contacted, what was delivered and which actions were recorded. Track and manage QR codes Create a tracked QR code for a form, microsite, website, video, document or external link, and compare opens by campaign and placement. Manage unsubscribes and communication preferences Review unsubscribes and delivery restrictions before following up with someone who is not receiving messages. Choosing a Reply-To email address Choose where email replies are delivered and learn how to make a shared inbox available in the message composer. SMS sender numbers and reply-to numbers Find the assigned SMS sender, configure reply handling and understand dedicated-number options. Choose and understand automations Use an automation when a message should follow a participant’s activity, response or lifecycle date. Automate activity-start and activity-end messages Send useful information around the first or last class of an activity. Class reminder Send a reminder or follow-up for each occurrence of a class. Membership renewal Help members prepare for the end of their membership by sending a reminder relative to its expiration date. Happy birthday wishes Send a birthday greeting using the dates of birth stored for participants or children in your selected list. Automate follow-ups after a form response Send a confirmation or a sequence of follow-ups after someone submits a form. Abandoned forms Remind someone who started a form but did not complete it. Send automations based on participant attendance Use an attendance condition to send an Activity start, Activity end, or Class reminder automation only to participants who were checked in or explicitly marked absent. Marketing for birthday reservations Promote your birthday-party services before a child’s birthday, while families are still planning. Send automated email alerts as text messages Email-to-text lets an alarm, monitoring service, scheduling system, or other automated system send an email that Activity Messenger forwards as an SMS. Personal information and electronic message laws in Canada and the USA Understand communication purpose, consent and privacy responsibilities, with links to the relevant regulators. Recipients and sending options Review contextual audiences, both-parent delivery, BCC, sender settings, templates and attachments. Choose templates, quick messages and media Choose a reusable asset based on what the reader needs to receive. Create and reuse quick messages Save a quick message when your team regularly sends the same short notice. Troubleshoot undelivered messages Start with the affected recipient, not just the overall status of a send-out. Receive and respond to message replies Use the channel of the original message to decide where to follow up.

Payments, sales and reports Set up payments and financial tracking Before selling a class, booking, membership or product, decide how clients will pay and how your team will recognize the sale in its reports. Forms, the online store, bookings and staff-created invoices share the same invoicing workflows. Configuring the financial foundations first makes later sales easier to reconcile. Payment methods Choose the payment methods clients can use for a purchase, then decide how deposits and unpaid balances will be collected. Configure the underlying Stripe or Interac service first; the choices offered on a form, booking package or store depend on those settings. Bank debits with Stripe — Canada and the United States Let clients pay from their bank account through Stripe. Activity Messenger supports pre-authorized debits (PAD) from Canadian bank accounts and ACH Direct Debit from US bank accounts. Use them for one-time purchases, invoice balances, and scheduled payments. Pre-authorized debit batches (AFT) in Canada Collect scheduled payments from Canadian bank accounts by file. Group due AFT payments in a batch, export the AFT file for your bank, then mark the batch processed to settle the invoices. Interac e-Transfer Use Interac e-Transfer to collect client payments in Canada and reconcile them with invoices. There are two separate steps: the bank receives the transfer, then Activity Messenger records the payment against the invoice. Configure the receiving address, instructions and reconciliation before offering the method to clients. Bank processing and… Forward Interac confirmation emails from Outlook or Gmail Forward deposit confirmation emails to interac@am.lol so Activity Messenger can match received Interac transfers to pending payments. This saves manual work, but forwarding an email does not guarantee a match or that the entire invoice is paid. Sell products and track inventory Use products to sell merchandise, equipment, rentals, vouchers, or other items through Activity Messenger. You can sell products from payment forms, the microsite, POS, and admin invoices, then use inventory reports to know what is available to sell, what is physically in stock, and what still needs to be picked up or returned. Online Store Sell products through a Microsite shopping cart, with a checkout form, payment choices and confirmation messages. Prepare the products first, then configure what clients can see and how they can pay. Staff-assisted checkout is described below; the dedicated Point of Sale has its own guide. Point of Sale (POS) Use the dedicated Point of Sale to build invoices and collect payments at a front desk or counter. Configure a location, shortcuts and accepted payment methods before serving clients. An administrator can also assist a client through the Online Store checkout; that is a separate interface with its own controls. Stripe Terminal Connect a compatible reader to collect card payments in person, then choose the payment from the invoice or checkout interface. Keep reader setup, the client’s convenience fee and your own provider/service fees separate. The payment dialog determines which fee controls are available. Accept online donations Collect contributions with a donation form or add a donation block to a payment form. Decide what amounts to accept, which donor information you need and whether to show a fundraising goal. Configure receipts separately; creating a form does not by itself establish eligibility to issue an official tax receipt. Gift cards A virtual gift card in Activity Messenger is a method of payment. It works just like regular gift cards in chain stores. It contains a unique 14-character code used at checkouts that accept gift cards. A gift card holds a balance. It can be used multiple times until the balance reaches 0. Discounts: promo codes, subsidies, coupons, custom payment forms and pro rata Choose the discount mechanism that matches the reason for the reduction: a reusable offer, assistance for a named client, a prepaid entitlement, or a correction to an existing invoice. These tools have different eligibility and accounting behavior; start with the comparison below, then use the focused setup guide. How promo codes work Promo codes let you offer a fixed-amount or percentage discount on eligible classes, products, memberships, packages, or resources. You choose who can use the code, when it is valid, how often it can be redeemed, and which items qualify. Configure multi-item promo codes Use a multi-item promo code when a discount depends on the number of eligible items in the same purchase. For example, offer 10% off every second eligible registration. Choose the eligible items and participant rules before deciding how the discount applies. Client discounts and subsidies Client discounts and subsidies let you assign an automatic discount to one client. Activity Messenger matches the client's email address during a purchase and applies the discount when the item is eligible. The client does not need to enter a promo code. Loyalty, coupons and punch cards Coupons are single-use vouchers that a client redeems against a class, package, product or membership, or at access control. The Loyalty page reports package spending per client and lets staff reward a client with coupons. There is no automatic points program. Use Groupon purchases with Activity Messenger coupons Activity Messenger does not redeem Groupon voucher numbers directly at checkout. Instead, an administrator imports Groupon purchases into an Activity Messenger payment form. Each imported purchase creates an Activity Messenger coupon that the customer can use for the classes you choose. Dynamic pricing for classes and memberships Dynamic pricing lets the same class or membership use a different price, tax configuration, or ledger code for each participant. Rules are evaluated separately for every participant when their invoice item is created. Add a default fee to invoices Activity Messenger can add an organization-wide default fee to invoices. Use it for an administrative, facility, service, or other fee that should be charged regardless of how the client pays. Invoices and client billing Find, manage and archive client invoices. Learn when an invoice can be archived, what happens to its items, and which permission you need. Refunds, credits and cancellations Cancel a purchase, credit an invoice item, or return money to a client. Learn which button does what, how each payment method is refunded, what a cancellation changes for attendance, memberships and bookings, and what the client receives. Create bulk invoices Create one invoice per billing client from a single draft. Add a class or event for each included participant, schedule the same installments on every invoice, and exclude people or items before you create. Let the other parent choose to appear on the invoice Add an optional checkbox to the Other parent block of a payment form so that the parent can choose to include their contact details in the invoice’s Client section. The administrator enables the feature in the form builder; the person completing the form checks the box to include that parent. Download multiple invoices as PDFs Prepare invoice copies for bookkeeping, an audit, or your records in one download. Select finalized invoices from the Invoices page, then choose Download invoice PDFs (ZIP). Activity Messenger prepares a ZIP file in the background with a separate PDF for each selected invoice. Invoice summaries An invoice summary combines selected invoices billed to one client, including invoices already paid. It lists each invoice and totals the amounts before taxes, the recorded taxes, the invoice totals and the remaining balance. Share one document with a client who needs an overview of many invoices—for example, a tennis coach with 80 invoices… Account statements An account statement brings a client's outstanding invoices together so you can request payment with one link. The client reviews the amounts and makes one card payment. Activity Messenger applies that payment to the individual invoices and keeps the connection between the statement, payment and invoice receipts. Accounts receivable Use Accounts receivable to find finalized invoices that still have money to collect, distinguish amounts already covered by payment schedules from likely residual balances, and coordinate follow-up across your team. Aging report and snapshots Use the Aging report to see which clients currently have unpaid finalized invoices and how long those balances have been outstanding. Export the current result when you need to work with it, or save daily or monthly snapshots when you need reliable dated copies for future reference. Accounting (payments, ledger codes and bank account reconciliation) Set up ledger codes, import a QuickBooks chart of accounts, and export journal entries to QuickBooks or Sage. Review payments and invoice reconciliation, understand what a payment-item difference does and does not tell you, and verify a card outcome before taking action. Group ledger codes and report sales by category Organize your existing ledger codes into categories such as Business model, Department, or Revenue stream, then use the dedicated sales report to compare their performance. Categories are optional and are configured separately for each organization. Export journal entries to QuickBooks or Sage Activity Messenger can turn your sales and payment data into balanced journal entries for QuickBooks or Sage. The integration is file-based: you configure your chart of accounts in Activity Messenger, preview the entries, and download a QuickBooks CSV or Sage TXT file. It does not sign in to your accounting software or synchronize changes… Configure RL-24 classes, eligible add-ons, B.1/B.2 stays, and transmission Configure the RL-24 features that are available now: identify eligible classes and add-ons, select whether a stay is reported in box B.1 or B.2, prepare slips, and transmit them directly to Revenu Québec from Activity Messenger. Financial reports Choose financial reports for payments, sales, Stripe, classes, memberships and bookings. Save, share and pin report settings for quick access. Payments reports Payments reports explain when money was received or refunded, how it was paid, which invoice items and ledger codes received the payment, and which collection or cash-register exceptions require follow-up. Sales reports Sales reports explain what appears on finalized invoices, how invoice items are classified, which discounts were applied and how sales flow into accounting or deferred-revenue analysis. Stripe reports Stripe reports connect Activity Messenger transactions with your Stripe account. Use Stripe payouts to match bank deposits, Stripe payments to inspect the transactions and fees inside them, and Stripe disputes to follow chargebacks. Classes reports Classes reports help you compare cumulative class sales, follow registration pace, allocate invoiced revenue to scheduled occurrences, measure current capacity utilization, and review booked private lessons by coach. This guide covers only Classes revenue, Class enrollment tracking, Classes revenue per day, Class capacity utilization, and… Bookings reports Bookings reports help you understand how resources are scheduled, what clients were billed for bookings, when recurring busy periods occur, and how booking carts changed during a day. Use this guide to choose among Bookings, Bookings revenue, Traffic and Live bookings. Memberships reports Memberships reports separate two different questions: how many membership records were active on a date, and how much money was collected for membership invoice items during a period. Use Active memberships for point-in-time headcounts and Membership payments for payment-date cash activity. Exports to Excel and CSV A catalogue of every spreadsheet an administrator can download from Activity Messenger, grouped by area. Find where each export is, which columns it contains, which exports run as background operations, and which report shows discounts and promo codes per invoice item.

Website and client portal Set up a website and open the Website builder The Website builder lets you create a responsive public site using your Activity Messenger pages, forms, registrations, bookings, products, blog posts, and media. Edit, preview, save, and publish a website Use the Website builder to edit pages visually, preview responsive layouts, save changes by area, and publish only when a page is ready for visitors. Manage website pages, navigation, and SEO Use Manage pages to create the structure of your website, control which pages appear in navigation, publish or unpublish each page, and configure search and social-sharing information. Add sections, blocks, and layouts A website page is assembled from sections. Design the website header, footer, and global styles Use Site settings to keep the website consistent across pages. Translate a bilingual website The Website builder keeps English and French versions of supported content together. Reuse and synchronize sections Save a frequently used design to My sections so it can be inserted on other pages. Add forms, registrations, bookings, and products The Website builder can present content already managed in Activity Messenger. Share form results on a website or microsite Show submitted form answers on a Website builder page or a legacy microsite page as custom HTML, a read-only table, or analytics charts. Manage website domains, passwords, and multiple sites Organization managers can create and manage more than one website, change its Activity Messenger subdomain, connect custom domains, and protect an entire website with a shared password. AI customer support on your website Turn on the website chat so visitors can ask about activities, registration and My Account, then review the questions and follow-up requests that come in. Microsite Use the microsite to bring your client portal, forms and online services together. Create microsite and portal pages Build a client portal that brings forms, account links and useful information together. Embedding your Microsite using an IFRAME You can embed your Microsite inside your website using an IFRAME. Event calendar Publish an event calendar so clients, staff or volunteers can find upcoming activities in one place. Client account Give clients a single place to find their registrations, forms, invoices and available account actions, and learn how to create a client account yourself when there is no New client button. Sync your classes to a personal calendar Subscribe once from My Account to a private calendar of confirmed classes, including what the feed contains, when it refreshes, and how to revoke the link. Set up client account tabs Create your own tabs in My Account to group form submissions, choose what clients can change, and display useful answers as columns. Conversion tracking with GA4, Google Ads, Meta, Reddit and GTM Activity Messenger can send page views, completed forms and purchases from your forms and microsite to analytics and advertising platforms. Configure microsite settings Configure the organization-level settings that shape your microsite and client portal.

Organization and team Organization identity and branding Set the contact information and visual identity your clients will see on forms, messages and other pages that use your organization's defaults. Send email from your own domain Use a verified sender address so clients recognize your organization. The From address identifies the sender; the Reply-to address determines where replies go. Verify both choices before sending. Remove Activity Messenger branding from form footers Learn how to request Pro-plan white-labeling to remove Activity Messenger branding from your organization’s form footers. Invite users and manage their access Give each person their own user account, then grant the access their work requires. A staff profile stores employee information; a user account controls access to Activity Messenger. Manage staff records and access Keep employee and volunteer information, onboarding forms and schedules together. Start by distinguishing the person's staff record from their user access. Staff management and scheduling: first-time setup Set up staff records and access, then build schedules and review worked hours in a practical first-time order. Staff profile and forms Find staff profiles under User management, create employee accounts, and understand profile access, staff forms and payroll prerequisites. Staff calendar Activity Messenger provides a calendar of classes, events and private lessons for all staff. In addition, each staff can have their own calendar. We even provide an iCalendar (.ics) feed to easily integrate in Google Calendar, Apple Calendar or Outlook. Staff operations: schedules, timesheets, time off, approvals and payroll Build and publish the staff schedule, track hours with timesheets and the timer, handle time-off requests, approve worked hours and know what payroll covers. Several parts are optional modules that support enables. Staff Time Clock: punch in and out Set up facilities and location verification, record staff attendance, apply automatic breaks, review missing punches and include approved sessions in worked hours. Time off: requests, approvals and banks Staff pick the days they will be away, managers approve or deny each request, and approved time off blocks the staff schedule. Time-off banks track balances that build up over the year. Save and review worked-hours snapshots Capture worked-hours reports manually, on Excel export, or on a schedule; review saved reports and correct them with an audit trail. Create and switch between Activity Messenger organizations Create separate organizations for departments that need distinct workspaces, add users to each organization, and switch organizations from one login. Each organization has its own data, users, plan and invoices. Correcting an Activity Messenger subscription invoice Find your organization's Activity Messenger invoices and request a billing correction without confusing it with client invoices or cancelling your plan. Networks, Federations and Franchises Activity Messenger allows networks of organizations (usually sport federations or franchises) to share forms, waivers, templates, images and videos. This enables centralization of assets for a unified branding and messaging. Admin: set up federation affiliations Admin: manage federation members Client portal: manage your club’s members Review organization-wide advanced settings Advanced settings change shared behavior across your organization. Review the options that support your workflow; you can leave unrelated settings for later. Timezones Set your organization's timezone and learn which screens, forms and messages use it. Fix a class time that differs by an hour between the class editor and the form. Background operations and notifications Find large exports, imports and messages that run in the background, follow their progress, download the result and choose who is notified. Includes the failed payments digest, inbound SMS emails and staff schedule notifications. Configure messaging defaults Choose the starting settings for new messages and decide where replies should go. Review each message before sending: defaults do not replace its audience, channel, communication type or automation settings.

Integrations Connecting Amilia Activity Messenger can pull information directly from Amilia using their API . Follow these steps to grant Activity Messenger access to the API. Canva integration Connect Canva from Activity Messenger's media area to browse your Canva designs and use a design as an image in a template. Zoom Classes Managing your online classes via Zoom becomes simple with Activity Messenger. Whether you offer one-off or in-session virtual classes, integrating with Zoom makes it easy not only to automate reminders and registrations, but also to organize your classes overall. This centralization allows you to ma Building a list of participants from Sport-plus Activity Messenger allows you to import a list of participants, registered classes and their contact information from Sportplus. Activity Messenger automatically imports participant name, date of birth, account owner names, emails and mobile phone numbers, category and class name. Building a list of athletes from Uplifter Activity Messenger allows you to import a list of athletes, registered classes and their contact information from Uplifter. Activity Messenger automatically imports athlete name, date of birth, parent and guardian names, emails and mobile phone numbers, category and class name. Migrating from Mailchimp or Constant Contact Activity Messenger is a full replacement to Mailchimp and Constant Contact for Sports & Leisure organizations. In addition to sending your newsletter by email, you can also send it by text message (SMS). Follow these steps to migrate your newsletter to Activity Messenger. Building a list of participants, members or multipass holders from Amilia Activity Messenger fully integrates with Amilia . Once connected, you avoid handling Excel and CSV files altogether. Activity Messenger pulls participants from activities, members from memberships and holders of multipasses directly using the Amilia API. Automating Amilia activity registration confirmation If you use Amilia as your registrations platform, Activity Messenger can send a confirmation email (or text message) following a registration. Some situations where you might want to use this are: Automating Amilia activity reminders and follow-ups If you use Amilia as your registrations platform, Activity Messenger can schedule messages for you. For example to send class reminders, class follow-ups or game reminders. Activity Messenger will fetch from Amilia activities, schedules and participants to send them an SMS or an email. With placehol Automating Amilia facility booking confirmation If you use Amilia, Activity Messenger can send a confirmation email (or text message) following a facility booking. Some situations where you might want to use this are: Automating Amilia multipass/membership purchase confirmation If you use Amilia, Activity Messenger can send a confirmation email (or text message) following a purchase of a multipass or a membership. Some situations where you might want to use this are: Running Zoom classes with Amilia Activity Messenger integrates both Zoom and Amilia to make them cooperate in the most efficient way. The integration allows you to: Send Activity Messenger form responses to another application using a webhook Trigger a Zap from a completed Activity Messenger form using an outgoing webhook. Connect the tools your organization uses Use a connected app when you want Activity Messenger to work with an existing service. Start with the integration that supports your immediate workflow; you do not need to connect every app.

API API introduction Authentication, pagination, rate limits, errors, and links to resource references. Organization and network API reference: organization and network. Staff and permissions API reference: staff and permissions. Members and check-ins API reference: members and check-ins. Forms and respondent exports API reference: forms and respondent exports. Classes and calendars API reference: classes and calendars. Attendance API reference: attendance. Booking packages API reference: booking packages. Products API reference: products. Published messages and templates API reference: published messages and templates. Connect an AI assistant with MCP Connect a compatible AI client to Activity Messenger, discover permitted actions, and review changes securely in AM. Website Builder and branding MCP guide Use MCP for Website Builder tables, history, layouts, section visibility and settings, and website configuration or organization branding imports. MCP action and tool catalogue Browse AM’s registered MCP capabilities by module, with action IDs, tools, permissions, inputs and review requirements. Website API: publish pages Discover a website, stage a complete page revision, review it, and publish it with the organization API key. Website API: assets, shared sections and redirects Upload localized assets, publish a reusable sidebar, attach it to pages, and manage a website’s redirects.

Help for participants and parents Manage messages you receive Activity Messenger sends messages on behalf of organizations such as your club, school or camp. This guide is for participants, members and parents who want to manage those messages.