Classes are group sessions: one time, one person leading, room for so many. They have their own section, Classes, and a class blocks its leader's time on the calendar so nobody is booked over it. Events are the same with a public page: an open house, a workshop, a launch.
Setting up a class
- Open Classes and choose New class or event.
- Give it a Name, the Day, when it Starts and how long it Runs for.
- Choose who it is Led by. It takes that time on their calendar.
- Set the Price for a place (or leave it free).
- Switch on Limit the places and say how many. Off, anyone can be added and nobody waits.
- Under Repeats, leave Just this once for a single session, or choose how often: every day, every weekday, every week, every two, three or four weeks, or every so many weeks. Say How many sessions in all, from 2 to 60.
- Choose Add the class.
Open a session to give it a flyer: a wide picture and a description. Use this flyer for the rest of the run gives every later session in the series the same picture and words.
Who is coming
- Open a session to see who is on it, and who is waiting.
- Choose Add a client to give someone a place. When the class is full, the button becomes Add to the waiting list.
- When a place opens, the first one waiting moves up on their own.
- Change the places makes room for more: more places moves people up from the waiting list, and fewer never removes anyone already in.
On the day
- After class, mark each person Came, or Did not for someone who stayed away.
- With Take payment, open the sale for someone's place at the register.
- To call one session off, open it and choose Cancel this class: it is canceled and its time on the leader's calendar is freed.
Events
An event is a class with its own page. Plan it in Marketing, under Events: give it a picture and a description, and share its page. Anyone can open the page and reserve a place, and you see who is coming. It shows on your public events page until it is over, and an Upcoming events section on your website lists it.
Best practices
- Build the term as a repeating series, then cancel or adjust single sessions as they come.
- Always set a place limit for a class held in a room. The waiting list fills the gaps for you.
- Mark attendance after every class. It is the record of who comes, and it feeds the reports.
- Sell regulars a package or a membership (see Offers, packages, gift cards and loyalty) rather than taking payment class by class.
- Give every series a flyer. A picture of the room and the people does more than a paragraph.