Workshops are an awesome way to organize sessions that multiple clients can enroll in. They are similar to classes but are also unique because there is an option to require clients to enroll in all sessions or to let them pick or choose which sessions they wish to go to. Because of this, clients can schedule multiple sessions at one time when booking.

Also, if you are looking for customization to change the name "workshop" you can change the name of a workshop to instead be: event, series, boot camp, seminar, day camp, session, and tour directly under your Workshop Policies.

Here's how you can get started with workshops!

Creating a workshop

  1. Navigate to the Workshop icon tab
  2. Select the gear icon in the upper right hand corner of the screen
  3. Select the "add/edit" button of the workshop you'd like to edit
  4. Select the "add session(s)" button

From here, you want to create your workshop:

  1. You can change the name of your workshop to something unique
  2. Change the description and all details you would like for your workshop
  3. Specify how you would like clients to book: if you would like clients to be able to book the workshop online, book the workshop with a credit card to hold their spot, and require them to attend all sessions if it is a series or if they can just come to one session.
  4. Next, select the workshop default color
  5. Now, create the times that the workshop occurs weekly (pick which days) or monthly (create the days) or even specific days if they are sporadic. So, if you have a "boot camp" and it runs every Saturday this is what you are setting up here.
  6. Enter the time of the workshop so people know when to come
  7. Now you want to set up how long the workshop is going to run for. So enter the start date and then the end date. So, if you have a boot camp that runs from June to July this is what you set up here.
  8. Next set up which instructor is running the workshop, the number of slots you have available and list a price if you wish.
  9. You can also add a specific session name and location to the workshop if you like
  10. Save changes when you're done.

Editing a single workshop session

To edit a single workshop session:

  1. Navigate to the Workshops tab
  2. Select the Workshop from the list whose session you'd like to edit
  3. Now, select the session you would like to edit
  4. Select the "edit" button in the upper right hand corner
  5. Make your changes, hit update and you are good to go!

Editing multiple workshop sessions at once

  1. Navigate to Workshops tab
  2. Select the gear icon in the upper right hand corner of the screen
  3. Select the "add/edit" button next to the workshop you wish to edit
  4. Select the "edit session(s)" button
  5. From here, first select the "choose sessions" button and then check the sessions that need to be edited. Once these are selected, click on the "select x session(s)" button
  6. Now, toggle the field that you want to edit to 'yes' and then edit the info to what you need. Select the "continue" button when done.
  7. Now, review and confirm your changes! If you want an updated notification of the changes to go out to your clients be sure to leave the notifications option to 'yes,' otherwise, toggle to 'no.'
  8. Hit update to finalize the change OR hit start over if you need to!

These changes will now be applied to all selected workshop sessions.

Adding sessions to your workshop

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

  1. Navigate to the Workshop tab
  2. Select the gear icon in the upper right hand corner of the screen
  3. Select the "add/edit" button of the workshop you'd like to edit
  4. Select the "add session(s)" button
  5. Now, create the times that the workshop occurs weekly (pick which days) or monthly (create the days) or even specific days if they are sporadic. So, if you have a boot camp and it runs every Saturday, this is what you are setting up here.
  6. Enter the time of the workshop so people know when to come
  7. Now you want to set up how long the workshop is going to run for. So enter in the start date and then the end date. So, if you have a boot camp that runs from June to July this is what you set up here.
  8. Next set up which instructor is running the workshop, and the number of slots you have available and list a price if you wish. 
  9. You can also add a specific session name and location to the workshop if you like
  10. Save changes when you're done.

These sessions will now be added to your existing workshop.

Cancelling a workshop session

To cancel a specific workshop session walk through these steps:

  1. Navigate to the Workshop tab
  2. Select the workshop from the list that has a session you would like to cancel
  3. Select the workshop session that you would like to cancel
  4. Select the “cancel” button in the upper right hand corner of the screen
  5. Confirm you wish to cancel!

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

To cancel multiple workshop sessions from the workshop icon, walk through these steps:

  1. Navigate to the Workshop tab
  2. Select the gear icon in the upper right hand corner of the screen
  3. Select the “add/edit” button next to the session you wish to cancel
  4. Select the “cancel session(s)” button
  5. Select the workshop sessions that you would like to delete. You have the option of filtering them by day, instructor, and time. You can also select all workshop sessions by selecting the checkbox in the upper left hand corner of the screen
  6. Hit the 'cancel sessions' button in the bottom right hand part of the screen, you may need to scroll to see it
  7. Confirm you wish to delete it!

We will then send a notification to any clients who were enrolled in the sessions, and you are good to go!

To cancel an entire workshop series, walk through these steps:

  1. Navigate to the Workshops
  2. Select the gear icon in the upper right hand corner of the screen
  3. Select the “add/edit” from the list of workshops or search by name for your workshop you wish to cancel
  4. On the next screen, select the “delete” button. Confirm you wish to delete this as once it's deleted it's gone forever!
  5. Select the “yes, delete” button to delete the workshop forever!

Your clients registered for this workshop will receive a notification of the cancellation just as a heads up!

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