Frequently asked questions
Here are the answers to the questions that we are most often asked. For detailed procedures on a specific topic, don’t hesitate to consult the guides.
Get started
The right choice depends mainly on how you work: alone (or nearly so), or with a team, partners, and several instructors? Activiteez combines an account type (Free, independent structure, or pro grouping) and a subscription plan (GO, LIGHT, PRO, BUSINESS, SÉRÉNITÉ). You can try the essentials for free, then change your plan at any time — pricing details are on the Pricing page.
Free accounts and plans
You work alone and do not need to sell your own activities on Activiteez
- Free account: ideal if you are an instructor, guide, or member of a guide agency and mainly want to manage your schedule and availability within a structure that already uses Activiteez. This account stays free after the first trial month.
- Activity resellers (agents who book for other organizations) also use the Free account, with no time limit.
You are starting a small business on a limited budget
- GO plan: free base offer (scheduling, partner bookings, web integration, simplified invoicing…) with a commission per transaction. Suited to getting started without a monthly subscription.
Solopreneur or small structure: LIGHT and PRO
You work alone or with very few people and manage your own bookings (independent instructor, small school, structure that sells its services directly). Choose the Independent account type, then a paid plan based on your financial needs:
- LIGHT — core operations: catalog and scheduling, online booking, customer address book, mobile app, web integration, sales and booking dashboard.
- PRO — everything in LIGHT, plus invoicing and quotes, payment flows, cash book, accounting exports (FEC), and stronger financial oversight.
LIGHT is enough if you mainly want to schedule, take bookings, and track customers. PRO fits when invoicing, payments, and exports for accounting become central.
Business or team: BUSINESS and SÉRÉNITÉ
Several people are involved (front desk, instructors, partners, agents, an office that organizes for other pros). Choose the Pro grouping account type if you coordinate or federate several providers, then a plan suited to team size:
- BUSINESS — everything in PRO, plus booking via resellers and partners, flexible pricing and options, customizable forms, instructor management (up to 20), honorarium notes, and per-instructor calendar.
- SÉRÉNITÉ — everything in BUSINESS, plus NF525 cash register, expense entry, up to 60 instructors, Google/Apple Calendar sync, customizable chart of accounts, and enhanced support.
BUSINESS suits a growing structure with a team and partner network. SÉRÉNITÉ targets organizations with stronger needs around cash register compliance, accounting, and season management with many instructors.
In short
- Alone, no direct sales → Free account or GO plan.
- Alone, you sell your activities → Independent + LIGHT or PRO.
- Team, partners, several instructors → Pro grouping + BUSINESS or SÉRÉNITÉ.
The Activiteez team helps you validate this choice when setting up your account (demo and initial configuration).
Account & users
The steps depend on how you usually sign in to Activiteez.
You use Google, Facebook, or Apple
If your account was created with or is linked to Google, Facebook, or Apple, you do not have an Activiteez password to remember. On the login page, click Sign in with Google, Sign in with Apple, or Sign in with Facebook, using the same email address as on your account (for Apple, the email may be hidden by Apple — use the one linked to your Activiteez account).
You sign in with email and password
- Open the login page.
- Click Forgot password.
- Enter the email address of your Activiteez user account (the one shown at the top right once signed in).
- Check your inbox: if an account is linked to that address, you receive an email with a sign-in link and a temporary password (also check spam).
- Sign in with that email and temporary password, or follow the link in the email.
No email received? Check spam/junk first. If you still do not see it, make sure you entered your Activiteez user account email (shown at the top right when signed in, or used when creating the account) — not another address.
After signing in: choose a personal password
The password received by email is temporary. For your security, replace it as soon as possible:
- Once signed in, click your email address at the top right.
- Choose Change my password (My account page).
- Enter a new password and confirm it.
Still stuck?
Wait a few minutes, then try again and double-check the email spelling. If the problem persists, contact support with your organization name and user account email (see How do I contact support?).
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 Preferences → Secondary logins (first tab) 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 their preferences;
- each activity must allow registration in partner mode.
You can limit an agent to certain activity categories, or allow them to create activities from your templates. 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, the instructor must designate you as their agent on their profile (shared scheduling between accounts). This is neither a secondary login nor a booking agent: they do not configure your account and do not sell on your behalf.
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.
To contact support, it is best to go through your Activiteez client account. This channel helps our team process your request faster and keeps your support history in one place.
You can access your account
- Sign in on Activiteez.
- Select an Activiteez account.
- Go to the Help menu -> Contact Activiteez support.
- Select the topic.
- Write your message.
You cannot access your account
If you cannot access your account (forgotten password, locked account, etc.), email support [at] activiteez.com and include your business name and the email address linked to your account.
Creating an Activiteez account depends on your profile. Access to the platform to organize activities (professional accounts) is by invitation only: it is not a self-service signup flow — the Activiteez team creates the account after you get in touch.
You are an individual (end customer)
As an individual (end customer), you create your account from the Activiteez mobile app:
- Download the app from the App Store or Google Play.
- Open the app and follow the on-screen registration steps.
- Once your account is created, the app lets you find providers who use Activiteez and publish activities for online booking. You can book, view your bookings, and manage your personal information.
You are a professional
If you are a guide agency, instructor, sports organization, or any other professional who wants to manage activities on Activiteez, you cannot create the account yourself. Setup always goes through a demo with the Activiteez team:
- Request a demo using the online form.
- The team gets back to you to schedule a demo tailored to your business.
- After the demo, if Activiteez fits your needs, the team creates your account and helps you get started.
You can then try all features free for one month, with no commitment.
Activities & scheduling
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 the instructor’s account: Settings → Preferences → Partners, list They can view my calendar — your organization’s contact email must be listed.
- On your account: Settings → Preferences → Partners, list I can view availability or book for… — the instructor’s account must appear.
- On your account: Settings → Preferences → Instructors — the instructor’s contact email must be added so they appear in the instructor list under Schedule.
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.
An activity template is a reusable activity model in your calendar. It suits offerings that come back often (weekly classes, standard outings, recurring rentals…): you define duration, price, options, and default resources once, then place it on the schedule as often as needed without re-entering everything.
Create a template from an existing activity
- Open Schedule and select a configured activity.
- Click the activity to open it.
- Use the arrow to the right of Edit, then choose Add to activity templates (or Activity template, depending on the screen).
The activity is duplicated and appears in the activity templates toolbar. You can then drag and drop it to different places on your calendar.
For other creation methods (Activity templates menu, Manage on the toolbar), see the guide Create an activity template.
Bookings
To let clients complete the registration form for a booking taken at the counter, send them the supplementary fields form by email from the booking.
A step-by-step walkthrough is available in this tutorial video: https://youtu.be/Ihq0HOpJhSg.
To let clients book directly:
- Edit the activity.
- Open the Pricing, Bookings tab.
- Enable at least one of the following:
- Online payment
- Open to all (with or without email validation, depending on the sub-mode)
- Subscribers
- Password
- Save.
To pick the mode that fits your activity, see the guide Choose a booking mode.
To enable online payment on an activity:
- Edit the activity (or create a new one).
- Open the Pricing, Bookings tab.
- Check Online payment, then set the price and amount due (deposit or full amount).
- Save your changes.
Prerequisite: a Stripe account connected in your preferences — see the guide Enable online payment. For booking modes in detail, see Choose a booking mode.
To place several bookings on one ticket, use Add to ticket instead of Book for each additional activity.
A step-by-step video walkthrough is available here: https://youtu.be/T6DqaryGhK0.
If an agent or partner cannot see your activity or complete a booking, verify these three conditions (all three must be met):
1. The activity allows partner mode
- Edit the activity → Pricing, Bookings tab.
- Enable Partners, then save.
Without this option, even a correctly configured agent cannot register on that activity.
2. The agent is linked to your account
- Settings → Partners, or Book → My partners.
- Confirm the person is in your list and has a valid Activiteez account (free) with working credentials.
- If you limited the partner’s scope, check that the activity’s category is allowed in their activity list.
3. The partner has accepted the collaboration
- On their Activiteez account, they must have checked you Active in their agent/partner list.
- Without that confirmation, the link stays inactive on both sides.
For initial setup (account creation, commissions), see the guide Designate a booking partner or agent. For booking modes in detail, see Choose a booking mode.
Payments & invoicing
Yes. Our team is working on integrating a Partner Dematerialization Platform (PDP) (connected to the French government platform) to provide fully compliant invoicing for the e-invoicing reform.
Key timeline points:
- In 2026, most businesses are mainly concerned by receiving e-invoices (and choosing a receiving platform).
- Issuing e-invoices is mandatory from 2026 for large companies and mid-sized companies (ETI).
- For other businesses, issuing will generally apply later (from 2027).
Activiteez will provide a compatible solution for both receiving and issuing this year, and you will be able to select your platform directly in Activiteez in just a few clicks.
For standard invoicing in Activiteez (quotes / invoices): Create a quote or invoice.
To request a refund for an online payment:
- Open the activity concerned.
- Open the participant list.
- If a participant paid by card, an orange icon appears to the left of their name.
- Click that icon to start the refund request.
The refund is processed by Activiteez via PayPal. For enabling online payments on activities, see the guide Enable online payment.
Activiteez GO is free and lets you present your activities online.
PRO (from €19 per month) lets agents take bookings and/or lets clients register directly, depending on your setup.
PayPal online payment option: a 10% commission on online bookings is deducted from amounts received, so you pay no upfront fees for that channel. A minimum of €10 commission per month applies when you use this option, subject to approval by SLJ Conseil.
Current plans, options, and commitments are detailed on the Pricing page.
To follow up on a late payment from a customer:
- Open the customer record.
- Filter outstanding invoices.
- Send an email reminder.
Partners & agents
To add an agent to your Activiteez account:
- Open Book → My partners, or Settings → Partners.
- Enter the agent’s name and email address.
- Click the green + button.
- Save your settings.
If the email is linked to a Google or Facebook account, the agent can sign in with that provider. Otherwise, an Activiteez account must be created with that email.
For commissions, access scope, and the full setup, see the guide Designate a booking partner or agent.
To see a partner organizer’s activities on your account, check these points:
- The organizer has added you as a partner (name and email in their Settings → Partners or Book → My partners).
- Their account appears in your partner list and is marked Active on your Activiteez account.
- The organizer’s account is active (not suspended).
- In Book, the organizer’s account is selected (not only your own).
- They have activities available on the dates you are looking for (and, if they restricted your scope, that the activity’s category is allowed for you).
If an agent cannot book on your behalf, see How do I check that an agent or partner can book an activity for me?. For initial setup, see the guide Designate a booking partner or agent.
Integrations
Activiteez offers several ways to display your activities and online booking. You can preview each mode from Embed on my website, then generate the matching code or link.
| Mode | Display | Typical use |
|---|---|---|
| Booking space | Activiteez panel embedded in a page on your site | Catalogue always visible on your site (list or calendar, depending on configuration) |
| Popup button | Activiteez window opened on click from a button or link on your page | “Book now” button, banner, or CTA without taking the full page |
| Standalone link | Activiteez page opened via a dedicated URL (not an embed) | Link in email, social post, signature, or simple button |
The standalone link does not embed the module in your page HTML: it redirects to Activiteez with the activities you selected in the integration tool.
To install code on your site (iframe, script, copy-paste): Embed Activiteez on your website. For choosing with or without online payment on booking: Choose a booking mode.
