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Activity Centre & Surf School Manager

Sessions, bookings, instructors, kit, vouchers and VAT for surf schools and outdoor activity centres

£20

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Activity Centre & Surf School Manager

Overview

A surf school or activity centre lives or dies by a short season, the weather and the people who teach. This workbook brings the whole operation together: your activities and prices, the session timetable, every booking, who worked when and what they cost, the kit you own, gift vouchers and weather credits, and the qualifications your team must keep up to date. From that it shows revenue by activity, month and channel, how full your sessions are, whether every session had enough instructors, the voucher liability you're carrying, the VAT you owe, and people risks such as rates below the minimum wage or 'freelancers' who look like employees.

Price
£20
Who it’s for
Industry
Works with
Microsoft Excel for Windows and Mac
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See how it works

A walk through the main sheets

The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.

Step 1

Activities

Your activities and, for the season year, sessions run, participants, capacity used and revenue. What you do: enter the yellow columns.

Activities
Sessions

Step 2

Sessions

Timetable and register for every session. What you do: one line per session.

Step 3

Bookings

Every booking with value, commission, outcome, revenue earned, VAT and credit due. What you do: one line per booking.

Bookings
Instructors

Step 4

Instructors

Pay, holiday pay, employer NI and pension estimates, minimum wage check, status risk and certificate checks. What you do: one line per person.

Who it is for

Made for people like you

  • Example – text
  • Surf schools – Group, kids' and private lessons with capacity, ratios and weather policies, plus board and wetsuit hire.
  • Paddlesport, coasteering and kayak centres – Tours and lessons with minimum instructor numbers, kit utilisation and hire income.
  • Centres running school and corporate groups – Per-group pricing, larger groups and the instructors they need.
  • Owners managing a mixed team – Freelance day rates and PAYE hourly pay side by side, with NMW checks, status risk and on-cost estimates.
  • WATCH OUT – This is a management tool, not a booking system or payroll software. Run payroll through RTI-compliant software and keep your booking system as the record of what customers paid. The pay and NI figures here are estimates for planning and checking.

Quick start

Up and running in minutes

  1. Example – text
  1. Settings – Enter your business name and the season year. Leave the report date blank so it uses today. Set VAT registration, the tax year, how gift vouchers are taxed, voucher validity, the default weather outcome, holiday pay and pension rules, and check the minimum wage table and channel commission.
  2. Activities – One row per activity: code, name, category, price basis, price, duration, capacity, how many participants one instructor can take, the minimum number of instructors, the kit it uses, whether wetsuits are needed and your weather policy.
  3. Equipment – List your kit with quantities, cost, year bought and how long it lasts. Use the same item names in 'Equipment used' on Activities.
  4. Instructors and Certifications – Add each person, how they're engaged (Freelance or PAYE), age band, rate and the five status questions. Then list their qualifications with expiry dates.
  5. Sessions, Bookings and Roster – Add sessions to the timetable as you schedule them, bookings against a session ID as they come in, and one roster line per person per day worked. Mark sessions Ran, Weather cancelled or Cancelled – low numbers afterwards.
  6. Read the results – Start on the Dashboard, then Activities, Weather & Refunds, Instructors, Staffing Plan and VAT. Fix anything showing red.

Key features

  • Up to 15 activities – surf lessons, SUP, coasteering, kayak and equipment hire, school and corporate groups – with prices, capacity, instructor ratios and weather policies.
  • Session register for 1,500 sessions and a bookings log for 2,500 bookings: capacity used, instructors needed vs rostered, weather outcomes, refunds, vouchers and VAT.
  • Instructor roster and pay with freelance day rates and PAYE hourly pay, minimum wage checks, an employment status risk score, holiday pay, employer NI and pension estimates.
  • Kit inventory and utilisation, gift voucher and weather credit liability, certification expiry tracker, revenue by activity, month and channel, a staffing plan and a dashboard.

What’s included

  • Dashboard – Results at a glance
  • Settings – Season, VAT, pay rules, vouchers, channels
  • Activities – Prices, capacity and ratios
  • Sessions – Timetable and session register
  • Bookings – Every booking
  • Instructors – Pay, NMW and status risk
  • Roster – Who worked when
  • Certifications – Qualification expiry
  • Equipment – Inventory and utilisation
  • Gift Vouchers – Sold, redeemed, outstanding
  • Weather & Refunds – Cancellations and voucher liability
  • Revenue – By activity, month and channel
  • Staffing Plan – Hours needed vs rostered
  • VAT – Output VAT and voucher rules
  • Tax Rates – VAT, NI and thresholds
  • Guide – How to use this workbook

How buying works

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