You can now schedule and manage your recurring programs, workshops, or multi-session services. We also support custom configurations, allowing different services per session.
In this article, we will cover how to:
What is the difference between a standard and a custom program template?
Program templates help you streamline setup by defining how sessions are organized. Depending on the level of consistency or flexibility you need, you can choose a standard or a custom template.
Standard program template
• All sessions use the same location, services, and host
• Ideal for quick setup
• Ensures a consistent structure across all sessions
Custom program template
• Location, services, or host can differ from one session to another
• Suitable for complex or non-uniform program designs
• Each session can be configured individually
You can view the program template(s) under Services.
Create a standard program template
It's important to specify the workshop or program you would like your clients to book online. To do this:
Go to the Scheduling Settings Page.
Select the Services tab.
Select the drop-down arrow beside the '+ New' button.
Select Program Template.
Create a program by entering the name, display, and description.
Select standard.
Enter details for the service session, including the number of attendees and the session's occurrence.
Click 'Create.'
Create a custom program template
It's important to specify the workshop or program you would like your clients to book online. To do this:
Go to the Scheduling Settings Page.
Select the Services tab.
Select the drop-down arrow beside the '+ New' button.
Select Program Template.
Create a program by entering the name, display, and description.
Select custom.
Enter details for the service session, including the number of attendees and the session's occurrence.
Click 'Create.'
Add a program template to your calendar
After creating a program, you can make it visible in your calendar for your clients. To do this:
Navigate to the Calendar page.
Open the appointment tab by selecting ‘+ New’ or clicking a time slot in the calendar.
Select the program icon.
Click the drop-down arrow and choose which program template to add.
Customize the date and time for each session.
Add a location or choose Carepatron video conferencing for online sessions.
Enter a description.
Set to Public if you want the program to be available online for anyone to book. Select Private to make the program exclusive to clients who have the program’s specific booking link.
Click ‘Create’.
Notes:
You can change the host for each session once you've created a program in your calendar. Just click on each session and change the host or assigned team member.
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.