How to set up a Calendar for Classes?

Class Calendars are designed to manage one-to-many events where multiple invitees can attend a single booking. These calendars are ideal for webinars, workshops, training sessions, and sports events. In a Class Calendar, there can only be one appointment owner, typically the trainer or host. The number of spots per slot can be set, with a maximum limit of 9,999 attendees, though meeting location limitations do apply.

TABLE OF CONTENTS

What is a Class Booking?

Why use Class Booking Calendars?

How to set up a Calendar for Class Bookings?

Cancellation and Rescheduling

FAQs

• Question: How can I cancel or reschedule a class appointment?
• Question: Can I cancel or reschedule a class appointment for a single attendee?
• Question: Can I book a class appointment with contacts directly?
• Question: Can attendees cancel/reschedule a Class Booking appointment?

What is a Class Booking?

A class booking is a one-to-many type calendar to host multiple invitees in a single booking. Class bookings are helpful when you want various invitees to attend a single event at once; some examples, but not limited to:

Webinars/Workshops

Training Sessions

Sports Events

Why use Class Booking Calendars?

Using Class Calendars offers several benefits for managing events with multiple attendees, such as:

• Efficient organization: Class Calendars simplify organizing and managing one-to-many events by allowing you to create a single booking that accommodates multiple invitees, streamlining the scheduling process.
• Customizable capacity: You can set the number of spots per slot to control the class size and ensure an optimal learning or participation environment.
• Centralized management: Class Calendars provide a centralized platform to manage bookings, cancellations, and rescheduling, making it easier for the appointment owner to oversee all aspects of the event.
• Enhanced communication: Class Calendars facilitate better communication with attendees by providing a clear overview of event details, such as date, time, and location. This helps reduce confusion and the likelihood of no-shows.
• Time-saving: By automating the booking process and providing options for attendees to cancel or reschedule their appointments, Class Calendars save time for both the organizer and the attendees.

How to set up a Calendar for Class Bookings?

1. Within your Account, head to Settings

2. Click on Calendars

3. Click on Create Calendar

4. Click on Select under Class Booking

5. At least One Team Member needs to be added before the calendar can be saved

In the case of a class or a training session, the appointment owner would be the trainer. You can add the appointment owner by clicking Add User and selecting the User from the dropdown list. , UserUser

Please Note:

You can select only one Appointment Owner for a Class Booking calendar.

6. Enter a Name for your Calendar

7. Enter a Description for your Calendar

8. Enter a Calendar URL Slug

Please Note:

This must be a unique slug which is not being used for another Calendar.

 

9. You are limited to using the Neo Widget type for Class Calendars

10. Click on Save & Continue

11. Proceed to the Availability tab.

For your class booking, you can choose the number of attendees you'd like to have at each event.

For example, if you set the maximum number of seats per slot to 10, then up to 10 invitees can book a single time slot. Ten attendees can book a class or training session at 1:00 PM.

You can choose up to a maximum of 9,999 attendees in a single slot; however, if you use a conferencing tool, the tool may have a different maximum attendees limit. For example, Zoom offers a maximum of 500 attendees for certain licenses. specific

Cancellation and Rescheduling

To cancel a class booking, open the appointment and click "Cancel All." To reschedule the meeting, click "Reschedule All," which would reschedule the appointment for all the attendees. 

To cancel or reschedule the appointment for a particular attendee, click on the options next to the attendee from the list to see the Cancel and Reschedule option, which would cancel or reschedule the appointment for that specific attendee.

Please Note

In case you are have third party calendars like Google Calendar or Outlook integrated with the CRM's calendar then in that case, the class booking would show each appointment separately in your   Google or Outlook calendar. 

Example: If you have created a class booking with capacity of 5 attendees then on the Google or Outlook calendar they would appear as 5 separate events at the same time. 

The meeting location for Class Booking, as of now is restricted to Custom. This would be removed in the near future

FAQs

Question: How can I cancel or reschedule a class appointment?

Answer: To cancel or reschedule the class booking, you can go to calendars, click on the class booking you want to modify, and you would be able to see the option to edit/change the appointment.,

Question: Can I cancel or reschedule a class appointment for a single attendee?

Answer: Yes, for class appointments, you can click the options menu next to the contact, where you can see the option to cancel or reschedule the appointment for specific contacts.,

Question: Can I book a class appointment with contacts directly?

Answer: Yes, you can do that; click on the "book appointment" button and select the contact you want to book the appointment with. Then select the calendar (choose the class booking calendar here), select the slot, and then proceed to book the appointment. to select

Question: Can attendees cancel/reschedule a Class Booking appointment?

Answer: To allow attendees to cancel/reschedule the class booking appointment, enable the option for "Allow Cancellation" and "Allow Reschedule" in the Confirmation Tab in Calendar Settings.