Get started
First steps, profile choice, and essential setup to get up and running with Activiteez quickly.
1 guide · 2 FAQ
Explore →How can we help you?
Step-by-step guides, quick answers, and topics by area.
Browse by topic
Account & users
User account (personal login) and Activiteez account (professional workspace): understand the difference, multiple access, and roles.
4 guides · 8 FAQ
Explore →Activities & scheduling
Create your activities, organize the calendar, assign guides and resources, and manage availability.
16 guides · 5 FAQ
Explore →Bookings
Booking modes, online booking, counter, agents, and gift vouchers — the full customer journey before payment.
1 guide · 6 FAQ
Explore →Point of sale
Take on-site payments, customize the cash register module, and manage member subscriptions from the point of sale.
18 guides · 10 FAQ
Explore →Payments & invoicing
Online payment, quotes, invoices, and reminders — the customer-facing financial cycle.
7 guides · 10 FAQ
Explore →Partners & agents
Commercial partners, booking agents, commissions, and visibility on shared activities.
2 guides · 4 FAQ
Explore →Accounting & exports
Accounting entries, expenses, balance sheet, VAT, and CSV or FEC exports for your accountant.
5 guides · 1 FAQ
Explore →Integrations
Online booking on your website (widget, iframe, link) or via your Activiteez space — integration tool, HTML code, with or without payment.
1 guide · 1 FAQ
Explore →Recent guides
Detailed procedures for using Activiteez
Point of sale
Enable NF525 compliance
Enable NF525 from Settings → Finance module (Fiscal module card), after completing VAT setup and identification data in Company.
Beginner 15 min
Point of sale
View and download fiscal archives
Download each annual archive (ZIP + .zip.txt file) from Settings → Finance module, verify it on activiteez.com, then keep both files on your storage media.
Beginner 10 min
Point of sale
Cash register permissions and rights
For day-to-day register use, a secondary login needs Finances at Read and Write. NF525 activation and archives require Preferences Administration.
Beginner 5 min
Account & users
Navigate account settings
Open Settings from the sidebar, search for a setting, browse the left-hand sections, then save or leave with Back to application.
Beginner 5 min
Payments & invoicing
Enable e-invoice reception (SUPER PDP)
Check Activiteez eligibility, create a SUPER PDP account (desktop then mobile identity verification), then connect SUPER PDP back to Activiteez to display received e-invoices.
Intermediate 5 min
Payments & invoicing
Enable online payment
Connect your Stripe account in Settings → Online payments, then enable card payment on each activity from the Pricing, Bookings tab.
Beginner 15 min
Frequently asked questions
Quick answers to common questions
Open Settings in the sidebar, then type a word in Search a setting…. The left-hand list and the fields in the panes are filtered. Click the result, make your change, then Back to application (and Save and return if a dialog appears).
Search examples:
- Stripe or SEPA → Online payments.
- SIRET or terms → Company.
- CRM, Brevo, or Mailjet → Notifications.
- NF525 or archives → Finance module (Fiscal module card).
If No settings match this search appears, broaden the keyword or browse the left column. Some sections depend on your plan.
Screen layout, sections, and how to save: Navigate account settings.
- Open Settings → Agents.
- Enter the agent’s name and email address, then confirm the add.
- Set rights and commission in the record (modal) if needed.
- Leave via Back to application (and Save and return if a dialog appears).
They receive an invitation email (Become a partner of… or Partnership request from…). They must accept the link in Settings → Agents on their account. If the email is linked to Google or Facebook, they can sign in with that provider.
Incoming requests: Pending agent requests — Accept or Decline. Full guide: Designate a partner or booking agent.
Open Settings → Images and files. This section (Premium / Pro plans) shows the account media library: upload, open in a new tab, delete.
You no longer have to open files only from an activity image field or a form: the library is its own screen.
If the row is missing on the left, your plan does not include it, or your login does not have preferences administration. To find the section: How do I find a setting in Settings?. Overview: Navigate account settings.
To see your instructors’ availability in Schedule, check the following in order.
1 — Does the instructor have an Activiteez account?
- If not, create one for them or ask them to create a free account.
2 — Has the instructor shared their calendar with you?
- On your account: Settings → Guides — the instructor’s email must be in the list.
- If the status is Sharing inactive, click Request activation. The instructor receives {your account} is asking you to share your calendar and must accept until Sharing enabled.
- This is not an agent partnership — see What is the difference between an agent and sharing an instructor’s calendar?.
3 — Has the instructor entered availability?
The instructor must enter slots from their own account; without availability recorded, nothing appears on your calendar.
4 — Does the instructor appear in the toolbar?
- Open Schedule.
- Click Instructors to show the toolbar.
- If the instructor is missing from the list, repeat steps 1 and 2.
5 — Is « Availability » checked?
In Schedule, on the horizontal Instructors toolbar: check Availability to display open slots.
6 — Is a filter hiding the instructor?
On the same toolbar: uncheck Filter, or explicitly select the instructor concerned.
In Settings → Agents, Pending agent requests, click Decline.
- The request leaves your pending list.
- On the requester’s side, it shows Declined. They can Remove from list.
- They receive the email Your partnership request was declined.
No partnership is created: they cannot book for you. You can add them later yourself if the agreement changes.
To add an agent or accept a request: Designate a partner or booking agent.
On an Activiteez account (school, agency, organization…), several people can work with their own user account. Depending on their role, they manage the whole account, only part of it, or act from their own workspace. Here are the four most common profiles.
Main login
This is the holder of the organization’s Activiteez account: the one who subscribes to the plan and configures the workspace. They have full rights — scheduling, bookings, customers, finances, preferences, reports, etc. — with no restriction. They add and configure secondary logins, agents, and instructors/resources.
On a Go account, only the main login can be used: secondary logins have no access. On Pro and Business, the other roles below are available according to what the main login grants them.
Secondary login
Internal staff member (front desk, admin, accounting, management…). Added under Settings → Account → Access → Secondary logins and signs in with their own Activiteez user account to access the same workspace as the main login — but with limited rights, set line by line by the main login.
For each secondary login, you can configure four access blocks:
| Block | Options |
|---|---|
| Scheduling | No access · Booking (book only) · Schedule, Book (schedule and book) |
| Finances | No access · Read · Read and write · Accounting (accounting and refunds) |
| Customers | Read · Read, edit · Read, edit, create |
| Preferences | No access · Reports only · Administration (account settings) |
A secondary login only sees and can do what is enabled for them: front desk may have booking only, accounting may have finances in Accounting mode, a manager may have reports without changing preferences. Only the main login can change these rights and has full access by default.
Agent
External account (or partner) designated to place bookings on your activities — reseller, tourist office, hotel, another organization… They do not run your account: they book on activities you open in partner/agent mode.
Requirements:
- the person has an Activiteez user account (agent / Go agent account);
- they accept being your agent in Settings → Agents (Active partnership status);
- each activity must allow registration in partner mode.
Statuses No user account, No Activiteez account, Partnership inactive / Active partnership appear in Settings → Agents. See Partners & agents and the guide Designate a partner or booking agent.
Instructor / resource
Person assigned on the schedule (instructor, guide, vehicle, room…). They work from their own Activiteez account (free): view assigned activities, see registration details, set availability and unavailability.
For your organization to see their free slots, request calendar sharing in Settings → Guides (Request activation). This is neither a secondary login nor a booking agent: What is the difference between an agent and sharing an instructor’s calendar?.
In short: the main login has full rights; the secondary login works in your workspace with targeted permissions; the agent books for you; the instructor/resource manages their schedule and availability.
