Anywhere you see “Pending Activities” in your OnRent Events system, you can create activities.
Activities are generally created regarding something, e.g., regarding an organization or product.
Here’s a full list of pages where you can create activities:
You can also create activities that aren’t related to anything by heading to Activities > Activities and hitting add activity.
Why would you create activities?
Different businesses work in different ways, but here are a few ideas.
Contact
Schedule a call with a contact who is set up as a bookable resource to make sure they’re available.Organization
Remind your team to send a follow-up email to a customer after an event and capture any feedback.Venue
Plan a visit to a venue for the first time to learn about the site and power requirements.User account
Vehicle
Record vehicle servicing by creating an activity and marking the time as busy to make the vehicle unavailable in the resource planner.Product
Remind your team to perform a software update on a camera or laptop.Service
Set a meeting for staff training days for a particular service.Quarantine
Enter a task to book a repair with the manufacturer and record the details of it.Opportunity or project
Schedule a call with a customer to confirm numbers.Invoice/Credit
Remind yourself to send a chase email to a client who has not paid an invoice.