Introduction to the Activity stream

The Activity stream is the central hub where you can manage all of your chat, booking, and payment activities. The Activity stream provides advanced filtering options to give you quick access to the information you require.

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When you view a specific activity, you'll be able to view related activities, such as payments, rescheduled bookings, and cancellations. You can also perform actions such as refunding a payment or requesting to reschedule. You will have full insight into your organization’s bookings and be able to manage all activities easily in one place.

Figure 1: The Activity stream

Activity stream features

By default, the Activity stream shows your upcoming activities. The list of activities is organized based on your profile's time zone. You can adjust the filter to view all activities or search by another method.

The Activity stream lists all the activities that you have access to. You'll see all the Bookings for which you are the Booking owner, reassigned Booking owner, Editor, or Viewer. Learn more about Booking page access permissions  

The Details pane of each activity allows you to access additional information about the activity, such as activity status, Session package status, and Payment transaction status. You can also perform specific actions, such as Cancel/request reschedule.  

Filter options in the Activity stream

To find information in your Activity stream, you have four main options: Default filters, the Free text filter, Advanced filter options, and Custom filters

Default filters

OnceHub provides Default filters for My upcoming meetings, My booking requests, My activity, and All activity. These filters can be found in the left sidebar of the Activity page (Figure 2). 

Figure 2: Default filters in the left sidebar

The Free text filter

The Free text filter allows you to find activities by typing in any information included in the activity details (Figure 3). For example, you could search by a Customer's name, a Customer's email address, or an Activity ID

Figure 3: The Free text filter

Advanced filter options

Advanced filter options allow you to filter according to specific parameters (Figure 4). The list of parameters appears when you click the drop-down arrow next to the Free text filter box. 

Figure 4: Advanced filter options

Custom filters

Custom filters allow you to create and save a selection of filters for quick and convenient access (Figure 5).

Figure 5: Accessing your Custom filters

Learn more about Filtering the Activity stream

Exporting reports from the Activity stream

You can export the activities you're viewing by clicking on Export and selecting to export a CSV or Excel file. 

Figure 6: Export activity stream report

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