Creating and scheduling workshops

A workshop template is a session you run again and again — a parent-training evening, an INSET day, a group programme — built once with its description, duration, capacity and price, so you can schedule it each term instead of re-entering the same details or losing track in a spreadsheet.

The workshops page showing template cards with duration, capacity, price and next instance

Building a template

From the Workshops page, choose New Template.
Add a title and description, and set the default duration, capacity and price. These carry over to every instance you schedule, and you can still override them for an individual date.

From a template you can edit it, archive it (it disappears from your active list but existing scheduled instances aren’t affected, and you can bring it back any time) or delete it — deletion is blocked while it still has upcoming instances, so you can’t lose a session people are already booked into by mistake.

Finding the template you need

Once you’ve built up a library, the Workshops page lets you:

Search by name.
Sort by name, next instance date, or how many times you’ve run it.
Include archived templates when you need to bring one back.

Each template card shows how many instances you’ve run, how many are upcoming, and when the next one is — so you can see what needs attention without opening it.

Scheduling an instance

An instance is one dated running of a template — the actual session people book onto. From a template, choose Schedule instance and work through:

Date and time.
Location — in person, online, or at an organisation, with room or meeting-link details.
Capacity — the template’s default, or your own number for this date.
Type — a public workshop anyone can book, or one commissioned by an organisation.
Practitioner — who’s running it, plus a cancellation deadline for anyone who books on and later can’t come.

Next: Running a workshop — the registration link, attendee management and certificates.