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Editing & Managing Published Activities

Learn how to effectively manage published activities, including making updates, handling bookings, and maintaining operational consistency.

Updated over 2 months ago

Once you've published activities on the Buddy Booking Platform, you'll need to manage changes while maintaining a smooth experience for your customers. Understanding when and how to make changes helps you maintain operational flexibility while ensuring customer satisfaction.

Understanding Activity States

Activities on the platform exist in different states that determine how they can be managed and what changes are permitted. Understanding these states is crucial for effective activity management.

Draft Activities

Draft status gives you complete flexibility to configure and refine your activity before making it available to customers. In draft state:

  • All details can be modified freely

  • No bookings exist yet

  • Changes don't affect customers

  • Testing and refinement is possible

  • Preview options are available

Published Activities

Published activities are live and available for booking. Management options depend on whether bookings exist:

Without Bookings

Published activities with no current bookings offer significant flexibility:

  • Most details can be modified

  • Pricing can be adjusted

  • Schedules can be changed

  • Capacity can be updated

  • Customer types can be modified

With Bookings

When customers have booked an activity, certain restrictions apply to protect their experience:

  • Core details must remain consistent

  • Pricing cannot be changed

  • Customer types can be added

Complete details of which options can be updated is available below.

Unpublished Activities

Unpublishing an activity removes it from new bookings while maintaining existing ones:

  • No new bookings accepted

  • Existing bookings preserved

  • Historical data maintained

  • Can be republished later

  • Good for seasonal pauses

Making Changes to Published Activities

When you need to modify a published activity, understanding the available options helps you make changes effectively while maintaining customer satisfaction.

You can edit activities by navigating to Settings > Activity Management > Activities > Click on the Actions > Edit.

Editing and Deleting a draft activity

Editing a draft activity

  • Making changes to draft activities is allowed. You can change title, description, customer types, pricing, add-ons, inclusions and exclusions and location.

Deleting a draft activity

  • An activity in draft status can be deleted.

  • Deleting an activity from Settings > Activities will also delete all its availabilities.

Editing and Deleting a Published Activity

Editing a published activity that may or may not have bookings

Making changes to activities is allowed however, what can be updated is different for tours, courses and trips.

Tours & Courses

  1. Title and Description: Can be updated

  2. Capacity & Customers

    1. Capacity: Buddy Bookable Capacity and Total Bookable Capacity can be updated

    2. Customers:

      • Can add/enable a new Customer Type which was not selected earlier

      • Can edit limit of already added Customer Type

      • Cannot remove/disable already added Customer Type

  3. Customer/Course Pricing: Cannot edit price of already added customer type

  4. What’s Included & Excluded, Add-ons:

    1. What’s Included & Excluded: Can update both

    2. Add-ons:

      • Cannot remove already added Add-on/s

      • Can add new Add-on

  5. Location & Meeting Instructions: Can be updated. The existing bookings should be notified about this change.

  6. Pictures: Can be updated

  7. Bookability: Can be updated

  8. Waivers & Medical Forms: Can update links. Note that the newly updated links will be applicable to the upcoming bookings, and you should reach out to the existing customers to get the updated waiver signed.

Trips

  1. Title, Description & Trip Host: Can be updated

  2. Accommodations:

    1. Capacity: Buddy Bookable Capacity and Total Bookable Capacity are editable

    2. Customers:

      • Can add/enable a new Accommodation which was not selected earlier

      • Can edit limit of already added Accommodation

      • Cannot remove/disable already added Accommodation

  3. Trip Pricing: Cannot edit price of already added Accommodation

  4. What’s Included & Excluded, Requirements, Itinerary, Add-ons:

    1. What’s Included & Excluded, Requirements, Itinerary: Can update all

    2. Add-ons:

      • Cannot remove already added Add-on

      • Can add new Add-on

  5. Location & Meeting Instructions: Can be updated. The existing bookings should be notified about this change.

  6. Pictures: Can be updated

  7. Bookability: Can be updated

  8. Waivers & Medical Forms: Can update links. Note that the newly updated links will be applicable to the upcoming bookings, and you should reach out to the existing customers to get the updated waiver signed.

Deleting a published activity that has 0 bookings

  • An activity with 0 bookings can be deleted.

  • Deleting an activity from Settings > Activities will also delete all its availabilities.

Deleting a published activity that has at least one booking

  1. In case you need to delete an activity availability which has active booking/s, you can do so from the calendar page by selecting that particular availability.

    1. Note that you will have to manually contact customers to know their preferences; rebook (reschedule) them to other date/slots or refund, and process their request accordingly.

  2. If customers do not wish to rebook, then proceed to process full refund.

  3. If you are not able to establish contact with any customers, we recommend to process refund and then delete the activity.


Frequently Asked Questions

Activity States

Q: When should I unpublish versus delete an activity?

A: Choose based on your needs:

Unpublish when:

  • Temporarily stopping offerings

  • Seasonal activities pause

  • Reviewing major changes

  • Maintaining booking history

  • Planning future reuse

Delete when:

  • Permanently discontinuing

  • Replacing with new version

  • Cleaning up old listings

  • No historical need exists

  • Fresh start required

Q: Can I convert an unpublished activity back to draft?

A: No, activity states progress forward only:

  • Draft → Published

  • Published → Unpublished

  • Create new draft if needed

  • Copy details to new activity

  • Review all settings

Making Changes

Q: How can I update a published activity?

A: You can update a published activity by navigating to Settings > Activities > Select the desired activity from Tours/Courses/Trips > Edit Activity Listing on the top right corner.

Note that certain parameters such as pricing or removing a customer/accommodation/add-on cannot be done once the activity is published. Refer to this section above for further details.

Q: How do I handle price changes for published activities?

A: You cannot update pricing of a published activity. If you really need to update the pricing it is recommended that the current activity is unpublished and a new activity is created. Refer to this section above for further details.

Booking Management

Q: What if I need to change something that affects current bookings?

A: You can update a published activity by navigating to Settings > Activities > Select the desired activity from Tours/Courses/Trips > Click on Edit Activity Listing on the top right corner.

Note that certain parameters such as pricing or removing a customer/accommodation/add-on cannot be done once the activity is published. Refer to this section above for further details.

Q: How do I manage overbookings?

A: Customers cannot overbook from the mobile app or embeeded widget. However, your staff can take more bookings than the available seats. You can reach out to the customer to rebook them to another activity or cancel their booking to manage this situation. You can do so by navigating to Bookings tab > Select the desired booking > Click on View and Edit Booking Details on the top right corner > Click on the desired action - Edit Booking/Rebook/Cancel

For a smooth customer experience communicate and confirm with the customer before making such changes to their booking.

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