To access Events, click the App Drawer button then click Setup > Services > Events.
Understanding events
Events are a self-contained series of sessions offered by your business. Unlike classes, clients are usually expected to attend every session in an event instance.
Events in your business are composed of distinct terms: instances and sessions. Here’s a breakdown to help you understand these concepts:
Event Instance:
An event instance is a scheduled event that encompasses a series of sessions within a specific time frame. For example, a retreat that’s scheduled from May 20-25 is one event instance.
You should add an event instance when you want to create a new event.
Every event instance has an enrollment list. This list displays a brief overview of client attendance for each scheduled session in an event instance. Staff can also add or remove clients from the entire event instance on this screen.
Event Session:
An event session is an individual session taking place within the scheduled event instance. For example, each day of the retreat from May 20-25 is counted as one event session, for a total of 5 sessions within the event instance.
You should add an event session when you want to add an additional day or time slot to an event instance.
Every event session has an attendance list. This list displays client information, including how they paid for the session. From this screen, staff can add or remove clients from the session, change a client’s check-in status, and navigate to the store to charge the client if they booked the session without paying.
To cater to your clients’ preferences, you can configure event settings to offer either block events or non-block events:
Block Events:
Clients are required to book all event sessions. This is achieved by selecting the purchase rule Clients are automatically enrolled in all sessions when purchasing.
You can further customize the event settings, making it mandatory for clients to register before the event or enroll in an already in-progress event.
Non-Block Events:
Clients have the flexibility to book individual event sessions. This is set by selecting the purchase rule Clients can book individual sessions.
Once a non-block event is created and an event instance is scheduled, it cannot be changed to a block event. If you need to change the purchase rule, it is recommended to create a new event with the desired purchase rule.
It’s important to note that when applying a discount code, individual sessions for non-block events are treated similarly to classes. This means that discount codes applied to classes can also be applied to event sessions for a non-block event.
What can you do with events?
Events provide additional flexibility that classes don’t have. Depending on the needs of your business, you may want to use events to:
Require clients to sign up for all sessions within an event instance.
Offer an early bird discount for clients who sign up early.
Have clients pay a deposit for their booking.
Offer installment plans to allow clients to pay for their booking over a set period of time.
Sign clients up for event instances with predefined start and end dates.
Getting started with events
Before you create an event, there are a few things to consider:
How many event sessions will be in the event instance?
Will this event be a block or non-block event?
Should clients be allowed to leave a deposit, pay using an installment plan, or pay for the entire event up front?
Once you’ve made your choices, follow these steps:
Create the Event: Use the Staff Back Office of WellnessLiving to set up the event details.
Schedule Event Instances: Create a new event instance on the Manage Schedule page for the event.
Review Event Sessions: Once you’ve set up your event instance, review the scheduled sessions within the instance and add additional sessions if required.
Start Booking: Once everything is set up, clients can begin booking into events hassle-free.