Skip to main content

Setting up a program

How do I set up scheduling for my workshop or multi-session group programs?

Updated yesterday

You can now schedule and manage your recurring programs, workshops, or multi-session services.

In this article, we will cover how to:


Create a program template

It's important to specify the workshop or program you would like your clients to be able to book online. To do this:

  1. Go to the Scheduling Settings Page.

  2. Select the Services tab.

  3. Select the drop-down arrow beside the '+ New' button.

  4. Select Program Template.

  5. Create a program by entering the name, display, and description.

  6. Enter details for the service session, including the number of attendees and the session's occurrence.

  7. Click 'Create.'


Add a program template to your calendar

After creating a program, you can now make it visible for your clients through your calendar. To do this:

  1. Navigate to the Calendar page

  2. Open the appointment tab by selecting ‘+ New’ or clicking a time slot in the calendar

  3. Select the program icon

  4. Click the drop-down arrow and choose which program template to add.

  5. Customize the date and time for each session.

  6. Add a location or choose Carepatron video conferencing for online sessions.

  7. Enter a description.

  8. Set to Public if you want the program to be available online for anyone to book. Or select Private to make the program exclusive to clients who have the program’s specific booking link

  9. Click ‘Create’.

If a client books the program, you will receive a notification for the event.

Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.

Did this answer your question?