Manage Workshops - Web Version

Select the workshop on the calendar. Then click Edit.

You can't change: Class, Date, Time, Instructor, Repeat options, or End Date.

You can change: Comment (optional), Capacity (In-House and Live Stream), Duration (including cleanup time,) and Resource.

Click Save to finish.

Select the workshop on the calendar. Then click Add Attendees.

Enter the customer's name in the Search box or select customers from the list.

Added attendees display on the right side. Click X to remove an attendee, and click Next to continue.

You can see the number of sessions, the starting date, and the price.

Click Add-Ons to select from the options you offer for the workshop.

Click Add Attendee to add the selected participants to the workshop. Click Add Attendee and Checkout if you're ready to collect payment for each customer.

This takes you to the Checkout screen.

After you've added attendees, you'll see the number (in-house and live stream) with the workshop.

Select the session on the Calendar. Then click Check-In.

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.

Click Apply to finish checking in customers.

You can also mark individual or all participants as No-Show for the session.

Click the workshop, then click Checkout.

Select attendees to check out, and click Apply.

Remember, the $ icon indicates customers who have paid for the workshop, and a D indicates a deposit.

On the Checkout screen, enter and process payment info for the customer and click Checkout to finish.

Click the workshop, click Change Status, and click Delete.

Click Delete Workshop on the Workshop in Progress warning screen and confirm on the next screen to delete all attendees and sessions.

1. 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. Click Refund.

2. Back on the Prepaid Attendees List screen, click Delete Workshop.

3. Confirm by clicking Delete on the next screen.

   

Click the workshop on the calendar, then click Change Status, and then Cancel.

Click Cancel Workshop on the Workshop in Progress screen.

1. If no attendees have yet paid for the workshop, you can enter a message to send with the cancellation and click Cancel Workshop.

   

2. 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. Click Refund.

The Cancel Workshop screen gives you a place to enter a message to registered attendees about why the workshop was canceled. Click Cancel Workshop.