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How do I create, edit, re-run or cancel a Workshop?
How do I create, edit, re-run or cancel a Workshop?

Getting started with Workshops

Angela avatar
Written by Angela
Updated over 6 months ago

Workshops are similar to Classes. Workshops are unique, as there's an option to require clients to enroll in all sessions or to let them pick and choose sessions to enroll in.


πŸ’‘ Pro tip:

  • You can change the title of Workshops.

  • The following are available: Event, Series, Boot Camp, Seminar, Day Camp, Session, Clinic, Course, Training, Support Groups, and Tour.

  • This can be set up directly under your Workshop Policies. πŸ““


Jump to a section in this article:


Creating a workshop

  1. From Settings, select Workshops

  2. Select the Add New button

  3. Enter a name, a description, if you'll allow online bookings and payment requirements. You also have the option to require clients to attend all sessions or if they can choose certain sessions.

  4. Enter how often the sessions occur, the day/time, and how long the workshop will run. Choose the instructor, number of slots and price.

  5. Save your changes


Editing workshop sessions

To edit a single workshop session:

  1. Open up your Class Calendar and click on the session

  2. Select Edit in the upper right-hand corner

  3. Make your changes, hit update and you are good to go!

To edit multiple workshop sessions at once:

  1. From Settings, select Workshops

  2. Select the workshop you wish to edit

  3. Select the edit session(s) button

  4. Check the sessions to be edited. Click on the select x session(s) button

  5. Make your changes and click Review Updates

  6. Review and confirm


Adding sessions to your workshop

To add multiple sessions to an existing workshop, walk through these steps:

  1. From Settings, select Workshops

  2. Select the workshop in question

  3. Select the add session(s) button

  4. Enter the details of the additional sessions and save your changes

  5. Save changes when you're done.


Canceling a workshop or workshop sessions

To cancel a specific session:

  1. Open up your Class Calendar and click on the session you want to cancel

  2. Select the cancel button in the upper right-hand corner of the screen

  3. You'll need to confirm yes that you want to cancel

Your enrolled clients will get a notification of this cancellation and you are good to go!

To cancel multiple workshop sessions:

  1. From Settings, select Workshops

  2. Choose the Workshop in question

  3. Select the cancel session(s) button

  4. Select the workshop sessions that you would like to delete.

  5. Hit the cancel sessions button in the bottom right- you may need to scroll to see it

  6. Confirm the deletion!

Your enrolled clients will get a notification of this cancellation and you are good to go!

To cancel an entire workshop series:

  1. From Settings, select Workshops

  2. Select the workshop

  3. On the next screen, select the delete button.

  4. Select yes, delete to confirm

As a heads up, your clients registered will receive a notification of the cancellation. πŸ‘Œ


Re-running a workshop

If you run the workshop periodically, we have an easy way for you to re-run it!

  1. From Settings, navigate to Workshops

  2. Click re-run next to the workshop you wish to run again

  3. Review your workshop and make any changes necessary

  4. Enter the details of the sessions and save your changes

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