How do I set up a schedule?

In this article you will learn how to create schedules for your activities

Schedules must be assigned to all class and event products.

Depending on how your sessions and events are managed, schedules can be set up to recur indefinitely, or for a fixed amount of time. This is known as a 'recurring schedule'.

If you are running a one-off event, or sessions that will not reoccur, for example; A three day long activity camp, you can choose to set it up as a 'custom schedule'.

Setting up a Recurring schedule

 

Video Guide

 

Steps

  • Navigate to  Settings > Schedules
  • Click on the 'Add schedule' button in the top-right to begin setting up your schedule

Schedule Properties

  • Schedule Name - Enter an internal name for the schedule, such as  'Recreational gymnastics ages 5-6'; this name will not be visible in your shop.
  • Product - A schedule can only be linked to one product and this will be set automatically.
  • Status - Set whether the schedule is visible in the store or not
  • Session duration - Set how long, in minutes, that the session occurs for
  • Day and time settings - Define the days of the week and times your class/event runs on

Tip: If the sessions occur on different days of the week, it is recommended to create separate schedules for each day. This makes it easier to make adjustments to specific dates when necessary, and you can use the 'save copy as' function to quickly get these set up.

  • Recurrence


    *Fill out these fields if you are setting up a termly or block schedule 
    • Repeat every week(s) - How often do the sessions repeat
    • Starting - The start date of the schedule
    • Until - the end date of the schedule
    • or after occurrence(s) - the number of sessions (total) to create on this schedule
  • Rolling schedule


    *Select this option if you want the system to automatically create future dates for your schedule until you choose to archive it.
  • Where - Choose the address that your schedule applies to and type in a more specific location
    • You can set up multiple schedules for the same product to manage multiple addresses
  • Overrides & Misc. - Choose whether you wish to override any of the product settings from within the schedule:
    • Deny Trial - Prevents any trial options for appearing for this product
    • Max Capacity - Override the max capacity set in products
    • User can choose start date - If checked, people can choose when they want to start attending when they register:
    • Advance days shown in shop - Choose how many days in advance of the start date this schedule appears in the shop

Setting up a Custom schedule

 

Video Guide

 

 

Steps

  • Navigate to  Settings > Schedules
  • Click on the 'Add schedule' button in the top-right to begin setting up your schedule
  • Select the 'Custom Schedule' tab:

Schedule Properties

  • Schedule Name - Enter an internal name for the schedule, such as  'Recreational gymnastics ages 5-6'; this name will not be visible in your shop.
  • Product - A schedule can only be linked to one product and this will be set automatically.
  • Status - Set whether the schedule is visible in the store or not
  • Session duration - Set how long, in minutes, that the session occurs for
  • Day and time settings - Define the days of the week and times your class/event runs on
  • Where - Choose the address that your schedule applies to and type in a more specific location
    • You can set up multiple schedules for the same product to manage multiple addresses
  • Overrides & Misc. - Choose whether you wish to override any of the product settings from within the schedule:
    • Deny Trial - Prevents any trial options for appearing for this product
    • Max Capacity - Override the max capacity set in products
    • User can choose start date - If checked, people can choose when they want to start attending when they register:

Exclusions

 

Exclusions allow you to define closed periods in your schedules. Excluded dates will not generate sessions. For more information on setting these up, click here

Editing a schedule

 

  • Navigate to Settings > Schedules
  • Click the edit schedule icon editschicon
  • Make the necessary edits 

Note: If the schedule already has registered attendees, you will not be able to modify the date and time of the existing schedule.

We'd recommended creating a copy of the current schedule, making the necessary adjustments to the date and time on the copied version, and then transferring the attendees to this new schedule.

  • Click 'Save'