Scheduling an Event instance

After you create an Event, you can schedule instances of that Event. All scheduled sessions in a series are part of the same Event instance. Clients can book spots in scheduled Event instances. Events that you have created can be scheduled multiple times, with multiple instructors.

After an Event instance has been scheduled, additional sessions can be added to the instance, or additional instances can be created to schedule multiple concurrent instances.

To learn how to modify a scheduled Event instance, see Modifying a scheduled Event instance.

Note Unlike Classes and Appointments, Event instances cannot be scheduled via the schedule. An Event instance can be scheduled only through the Event itself.
Caution You must create a new Event instance to schedule a future Event. Using a past Event instance to schedule a new Event will copy the entire attendance list to that instance.

To schedule an Event instance:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Events.
  4. Click the Event you want to schedule. You may have to browse the list, use the Search option, or filter the list to find the Event.
  5. Under General Information, click MANAGE SCHEDULE.
  6. On the Event schedule, scroll down and click Add New Event Instance.
  7. Select the LOCATION for the Event and click NEXT.
  8. Select the time, date, and room options for the Event:
    1. Under START TIME, set the time and select AM or PM.
    2. Under PRICE PER SESSION, enter the price that clients should be charged for attending each individual session. This setting only applies if clients can select which sessions to enroll into after purchasing. For more information see Purchase Rules.
    3. Under DURATION, type or select the number of hour and minutes for the Event.
    4. In the ROOM box, type the room name or number.
    5. Under TYPE, click either Select a specific date or Multiple dates within a date range, and then pick the date or date range, as applicable, from the calendar.
    6. Click NEXT.
  9. In the INSTRUCTOR list, select the instructor, and then select the instructor’s pay rate type. Click NEXT.
  10. If assets are required for the Event, select the checkboxes next to the assets that should be booked for this Event. Click NEXT.
  11. In the SPECIAL INSTRUCTIONS box, type any special instructions required for the Event.
  12. Click COMPLETE. The new Event instance is added.
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