Activity IDs

Activity IDs are unique codes generated for each booking, Panel meeting, Session package, and Transaction. Activity IDs are an invaluable tool for organizing and identifying individual activities. 

For example, say a Customer calls you and wants to know specific information about their meeting or payment. Using the Tracking ID or the Transaction ID, you can immediately pull up the information in the Activity stream and address your Customer's request. 

In this article, you'll learn about the different types of Activity ID and how to use them. 

Using Activity IDs

To find the Activity ID for an associated Booking, Panel booking, Session package, or Transaction, follow these steps:

  1. Select the activity in the Activity stream. 
  2. In the Details pane, scroll all the way down to the bottom. 
  3. The Activity ID is listed in the footer, next to the Created and Updated dates (Figure 1).
    Figure 1: Tracking ID
  4. To search for a specific activity, enter the Tracking ID, Panel ID, Package ID, or Transaction ID in the Free text filter above the Activity stream (Figure 2).Figure 2: Free text filter with an Activity ID 
  5. To search for more than one ID, you can use the search operators available with the Free text filter. Learn more about search operators

Tracking ID

All individual sessions booked via ScheduleOnce have a Tracking ID, a unique eight-character ID code that identifies every booked session (for example, Tracking ID: B316006).

The Tracking ID of individual bookings appears in a number of locations: 

  • On each activity’s Details pane in the Activity stream. 
  • On the Scheduling confirmation page.
  • On calendar events.
  • In all email notifications that use Default templates

The Tracking ID is also available as a Dynamic field which can be added to ScheduleOnce Detail reports, as well as to our Custom notification templates.

If you use Session packages, every package has its own unique Package ID. Each session within the package also has its own Tracking ID. The Tracking ID for each session can be found in the specific session's Details pane in the Activity stream and in the calendar event.

Panel ID

All Panel meetings booked via ScheduleOnce have a unique Panel ID, a twelve-character code with the PANL prefix (for example, Panel ID: PANL-31TGUMXHZ89L).

The Panel ID appears in a number of locations:

  • On the Scheduling confirmation page. 
  • On calendar events. 
  • In all email notifications that use the Default templates

The Panel ID is also available as a Dynamic field which can be added to our Custom notification templates.

Panel meetings have two IDs: a Tracking ID and a Panel ID. The Tracking ID is unique per panelist, while the Panel ID is common to all meetings.

Session package ID

Session packages have a unique Package ID. Unlike Tracking IDs, which are used as unique identifiers of individual sessions, Package IDs identify the entire package. Package IDs can be differentiated from Tracking IDs by the inclusion of the prefix “P” before every eight-character code. e.g. Package ID: P-1234DF56

The Package ID appears in a number of locations:

  • In the footer of the Details pane in the Activity stream. 
  • On the Scheduling confirmation page.
  • In all email notifications that use the Default templates

The Package ID is also available as a Dynamic field which can be added to ScheduleOnce detail reports as well as to our Custom notification templates.

Transaction ID

Transactions are identified by a unique Transaction ID, a ten-character code with the TXN prefix. e.g. Transaction ID: TXN-1234DF56

The Transaction ID can be found in the footer of the Details pane in the Activity stream. It's also available as a Dynamic field which can be added to Custom notification templates.

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