Learn more about our Class Booking Calendar!
Updated: August 20, 2024
What is a Class Booking Calendar?
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.
- Why use Class Booking Calendars?
- How to set up a Calendar for Class Bookings?
- Cancellation and Rescheduling
- FAQs
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?
- Navigate to Settings > Calendars > Create Calendar and select "Class Bookings"
- 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.
- You can select only one Appointment Owner for a Class Booking calendar.
- Fill out your calendar details including
- Calendar Name
- The Description
- Your URL slug
- This must be a unique slug which is not being used for another Calendar.
- You are limited to using the Neo Widget type for Class Calendars
- Save and continue
- 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.
- 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.
- For your class booking, you can choose the number of attendees you'd like to have at each event.
Cancelation 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.
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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.
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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.
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 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.