A workshop is a short and intensive program dedicated to educating a small group of people about techniques and skills in a particular field. Once you've created a workshop on your Service/Class menu and scheduled it on the calendar, you can manage your workshops on your Calendar.
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Select the workshop on the calendar. Then tap Edit.
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You can't change: Class, Date, Time, Instructor, Repeat options, or End Date.
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You can change: Comment (optional), Capacity (In-House and Live Stream), Duration (including cleanup time,) and Resource.
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If you've already added attendees, you can manage them on the Attendees tab.
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Tap Save to finish.
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Select the workshop on the calendar. Then tap Add Attendees.
If the workshop has in-house and live-streaming options, choose which to add attendees. Otherwise, the customer list will open for you to choose attendees.
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Enter the customer's name in the Search box or select customers from the list, then tap Next.
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Added attendees display. Tap the remove icon to remove an attendee.
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You can see the number of sessions, the starting date, and the price.
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Tap Add-Ons to select from the options you offer for the workshop.
After selecting add-ons, tap Continue.
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Tap Add Attendee to add the selected participants to the workshop. Tap Add Attendee & Checkout if you're ready to collect payment for each customer.
This takes you to the Checkout screen.
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After you've added attendees, you'll see the number (in-house and live stream) with the workshop.
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Select the session on the Calendar. Then tap Check-In.
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Select Check-In All to check in all the customers for the session.
You can also check in customers individually by selecting the Check-In option corresponding to the customer on the right side of the screen.
A $ icon by a customer name means they've paid for the session, and a D indicates a deposit.
Tap Apply to finish checking in customers.
You can also mark individual or all participants as No-Show for the session.
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Tap the workshop, then tap Checkout.
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Select attendees to check out, and tap Continue to Checkout.
Remember, the D icon indicates customers who have paid a deposit for the workshop, and the $ icon is applied to those who've paid in full for the workshop.
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On the Checkout screen, enter and process payment info for the customer and tap Checkout to finish.
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Tap the workshop, tap Change Status, and tap Delete.
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Tap Delete Workshop on the Workshop in Progress warning screen and confirm on the next screen to delete all attendees and sessions.
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If any attendees have paid, you can choose to issue a refund.
On the Prepaid Attendee List screen, select Refund from the Action menu. Set up the refund, enter a reason, and choose to email or print a receipt for the customer. Tap Refund.
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Back on the Prepaid Attendees List screen, tap Delete Workshop.
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Confirm by tapping Delete on the next screen.
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Follow these steps to cancel a workshop you've added attendees to or one currently in progress.
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Tap the workshop on the calendar, then tap Change Status, and then Cancel.
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Tap Cancel Workshop on the Workshop in Progress screen.
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If no attendees have yet paid for the workshop, you can enter a message to send with the cancellation and tap Notify Attended.
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If any attendees have paid, you can choose to issue a refund.
On the Prepaid Attendee List screen, select Refund from the Action menu. Set up the refund, enter a reason, and choose to email or print a receipt for the customer. Tap Refund.
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The Cancel Workshop screen (above) gives you a place to enter a message to registered attendees about why the workshop was canceled. Tap Notify Attendee.
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