Add a Workshop - Web Version

Navigate to Settings → Service/Class Menu.

Select the Classes tab and click Add.

Click Custom Class.

The Custom Class edit screen opens.

Click Choose File to add an image to the workshop.

Enter the Class Name and Description.

Select a Resource from the drop-down menu.

A resource is a room or tool used for a class or workshop. For example, you can add chairs, rooms, or equipment.

Click Add New Resource below to add resources to the workshop.

Enter the Business Cost (the cost of providing the workshop.) Then select the sales tax you want to add from your pre-configured tax options. Click this link for more information: Using the Taxes and Checkout Page.

View or modify Suggested Add-Ons for this workshop. Only the Modify option will be shown if you haven't already selected Add-Ons.

See this article for more on Add-Ons in Vagaro.

Toggle Show class online on (green) to make the workshop available for customers to schedule on the online booking page.

Toggle the Cleanup Time switch on (green) to add cleanup time after the class. Add time in 5-minute increments with a 2-hour maximum.

Toggle the Workshop switch on (green) to make this class a Workshop.

Enter the Number of Sessions.

Then set the price for those sessions.

Select employees that lead this workshop under Performed By.

Enter the Duration (time length), Points Given and Points Redeem. The points feature allows customers to collect points when they book a workshop.

To learn how to use points once you've assigned points to an item, click this link: Use Points - Web Version.

Click Save to finish and add the class to your class menu.

Find the preferred day and employee calendar. Select an open time slot. Then click New Class.

Select or enter the information for the workshop:

1. Select the workshop from the drop-down Class Name menu.

2. Date and Time will be filled in from your calendar selection.

3. Instructor will be filled based on the calendar you started from and who teaches the workshop. You can change the instructor.

4. Enter Capacity for In-House and Live Stream classes.

   If either is left as "0", it will not be offered online.

5. Enter or change the Duration of the class.

   If the workshop has a cleanup time set, you'll see it listed below the Duration field, and when you click Duration to change, you can change both the length of the class and the cleanup time.

   

6. Resource is filled in from the class settings. You can change it.

   This option only appears when you add a resource to the workshop when creating or editing it on the Service-Class Menu.

7. Enter a Comment to add to the workshop. Below this, click the drop-down list to select a recurring option.

8. Set Repeat options. You can repeat the workshop daily, weekly, monthly or yearly.

9. Click Book to finish.

If you select the Workshop on the calendar, you can do the following:

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.

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.

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 that they've paid for the session.

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.

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

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.

   
   

   Click Cancel Workshop after setting up the refund.

If the customer wants to book a workshop, they click the Classes tab on your online booking page.

They find the class ande click Sign Up.

On the Sign Up screen, the customer can add friends or guests to the class, select to take the class at the business or via Live Stream, and see the dates of the classes. They click Next to continue.

The customer can add attendees and select from the Add-On options on the next screen.

1. For additional participants, choose from Family & Friends, or add a guest

   

2. Select from Add-On options for all attendees.

   

The customer can see the workshop name and instructor, the dates and times, and total price at the bottom of the screen. They click Back to make changes, Add to Cart to save the class and keep shopping, or Checkout to pay for the class now.

They see their cart with the class, etc., and click Continue to go to payment.

Once they've entered their payment information, they click Book to confirm the purchase.

The customer can track and view all their workshop sessions on the Appointments page in their Customer Profile.