Activity/Facility Scheduling : General setup : Create a workbook
 
Create a workbook
 
The process works best if you collect your data before beginning to enter anything into SysManager. That way you can get a comprehensive and global overview of your booking data, assemble a complete collection of all the information that you need and ensure that the system is set up with organization, rather than piecemeal.
Designate a particular notebook or spreadsheet to collect the data necessary to set up your system. You need to gather the following types of data for the initial setup of SysManager:
 
 
Type of Data
Description
Required/optional
Applies to?1
Setting security
Settings that determine which features of the system will be accessible to whom.
Optional
Privates and pods
Entering lesson types
To group products in the schedule and sort them for custom reporting.
Lesson types are another way to group products in the schedule and sort them for custom reporting.
Required (at least one)
Privates and pods
Required guest fields
You can require the entry of certain guest information for all guest products or by individual guest product.
Optional
Privates and pods
Pods
Resources into which guests can be booked.
Required (for pod booking)
Pods only
Pod schedules
Information about each pod’s availability and limits.
Required
Pods only
Pod booking products
The actual products that will be sold in conjunction with a pod booking.
Required
Pods only
1 “Privates” is a short-hand way of referring to the Private Instruction module; “pods” is a short-hand way of referring to the Activity/Facility Scheduling module.

 
In order to inform you about the nature of the necessary information for each area of the Activity/Facility Scheduling module, there are references to sections of this document that give further information. You can also refer to the SysManager, Sales and ReportManager documents for comprehensive summaries of all screens and fields in those modules.