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Workshops / Camp Setup
Workshops / Camp Setup

Setup instructions for workshops and camps

Mica Manson avatar
Written by Mica Manson
Updated over a year ago

With Workshops you can create a series of appointments that are all billed as a single purchase. This is great for summer camps, workshops and Masterminds. Managing them is super easy and they appear on you and your clients' calendars so everyone knows when things are happening. 

FAQ

  • registration questions per camp/workshop

  • promo/coupon supported

  • add as many days as needed

  • ability to sell on your public booking page with a unique link

  • you can set daily blocks of times with gaps in the middle

  • refund all or partial payments

  • charge different prices for different clients and charge the client at the time of booking or send a request for payment

  • Charge different prices for a promotional period

  • easily remove the client at anytime

  • Copy/Edit workshops

Workshop/Camp Setup

  1. Navigate to Camps/Workshops tab

    1. Note - To have the workshop available for public booking you must ENABLE Public Booking, you can copy the camp/workshop link to send to specific audiences.

  2. Click ADD +

  3. Fill out fields

    • Tip: if you don't know which staff member is going to head the workshop, you can create a general staff member, called i.e. Workshop Instructor

  4. NEXT - Add

    • Dates and times,

    • Cost - the entire amount will be charged during registration booking, if you add an attendee you can override how much and when to charge them

    • Capacity (this will show publicly)

  5. Save Workshop - Note: the workshop will not be shown publicly until published

  6. Add

    • Image (best 900x200)

    • Label (shows in payroll report)

    • Description (To add clickable links or Images)

    • Registration questions, these are per workshop and for everyone who registres themselves

  7. Click PUBLISH when ready. Choose either Internally or Publicly

Note: If you publish publicly the "share" icon will show beside the word Public for you to click on an copy

Add Attendees

  1. Once the workshop is saved, click on the "add attendees" tab

  2. Select one or all of the attendees, you can also override the cost to any amount you would like to charge the attendee you are adding.

    • Note: If you toggle on the "automatically approve payment" and the client has a payment method on file it will charge the client and send a receipt

    • If you do not toggle on the "automatically approve payment"  it will send an email for the client to click on and pay and will not automatically charge the client even if they have a payment method on file. Also you can approve the payment at anytime before the workshop starts.

Edit Camp/Workshop

You can edit/copy all details of the Workshop prior to the start date by clicking on one of the edit pencils in the camp/workshop.

To delete a camp/workshop you must:

1) Remove all attendees (workshops with attendees CANNOT be deleted)
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3) Once all attendees have been removed the option to delete will be available under the Actions button.

You May need to issue refunds to clients you remove from the camp/workshop.

Want to encourage people to sign up early or offer a discount to those who sign up early?

Easy! Set the discounted price when you first launch and then at your specified cut off date, go in, edit the price, and save. All registrants who got in early get the first price, and everyone else gets the new price.

Create a Promo Code/Coupon for your Camp or Workshop

  • Currently, only camps and workshops can utilize promo codes to apply a discount to the price of the event.

  • You can add an expiration date to your coupon. A coupon set to expire on 12/31/2024 will expire on 12/31/2024 at 11:59pm.

  • Discounts can be fixed amounts or a percentage of the overall cost.

  • You can limit the camp or workshop the coupon can be used for

To create a Coupon:

  1. Camps / Workshops

  2. Click Actions > Add Coupon

  3. Complete the required fields

  4. SAVE

To View coupons:

  1. Camps/Workshops

  2. Coupons

  3. All coupons with their details will be listed and you can easily copy the coupon code on the far right


To Edit Coupons and Limit the services they apply to

  1. Click on any coupon from the list

  2. To edit the details

    1. Click on the green pencil

    2. Change details and click SAVE

  3. To define the workshop or camp they can be used for

    1. Click the plus symbol in the workshops area

    2. Use the drop down to select the proper camp or workshop

    3. repeat this selection process as needed
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