Group event type - Zoho Bookings Help

Group event type

Alert

This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page.


1. In a nutshell

Group event type allows you to conduct sessions with one host and multiple participants. For example, webinars, training workshops, short-term courses. 


2. Feature availability 

  • Super admins and admins can create and edit group event types in all workspaces 
  • Workspace admins can create and edit it in their assigned workspaces
  • Managers and staff can only view the event settings 

3. Overview

Group event type is suitable for conducting sessions with one user and multiple customers. It lets you set the number of seats and enables customers to book until that limit is reached. It can either occur for a single-day or repeat for multiple days.  


Group event type can be further divided into the following types: 

  • One-Time: A group session that happens only for one day. For example, a one-day pottery workshop.
  • Recurring drop-in: A group session that repeats in a defined frequency, and each session can be booked independently. eg., a weekend meditation class where participants can book any session individually.
  • Recurring series: A group session that repeats in a defined frequency, and sessions need to be booked as a whole. eg, a four week cooking class where participants book as a complete course. 

4. Steps to create a group event type

  1. Switch to the required workspace by clicking the workspace name under the Bookings icon on top left. Click Event Types on the left pane and click +New Event Type in the right pane. Create New Event type screen will appear. 



  2. In the Group card, click One-Time for one day sessions and Recurring for multiple day sessions. 

  3. In the next screen, fill out the below details:
  1. Event Type Name: Give a name to the event type. For example: " Yoga workshop."
  2. Date and Time: Choose the date and time when the group session starts. 
  3. Duration: Select how long the group session lasts.
  4. No. of Seats: Specify the number of seats available for a session.
  5. Price: Select Free for cost-free appointments, and Paid for paid appointments. If the appointment is paid, enter the appointment cost.
  1. Click Next.
    Note: To collect payments online, you need to integrate any one of the payment gateways. Furthermore, you can define the payment type under Event Type settings to make the payment as optional, full payment or deposit. 
  2. Recurring information
    Info: Skip this step if this is an One-Time group event type. 
  1. Select the below options to set the recurring frequency of the event type.
  • Booking Type
  • Drop-in : Choose this if each day can be booked individually.
  • Series: Choose this if all the days should be booked on the whole.
  • Repeat Frequency: Select the interval on how each session should be repeated. You can choose Daily, Weekly, or Monthly based on your requirement.
  • When set to Weekly, you can choose which days  of the week the session will be offered every week.
  • When set to Monthly, you can choose one of the following:
  • Date - You can select the dates of the month on which the service will be repeated.
  • On the - You can select the nth day of the month on which the service will be repeated (for example, the first Sunday of every month).
  • Days - Select the days on which the service will be repeated. Additionally, you can also select the weeks to which the selected days will apply.
  • Repeat Until: You can either set an end date till when the session repeats or the number of sessions. 
  • Date: If you choose this, select the end date until which the session should be repeated in the next dropdown. 
  • Sessions: If you choose this, enter the number of days sessions will span.

    Click Next.

  1. Assign userYou can assign only one user to the group event type. Select any one user from the list of users. 
  2. Click Create Event Type. This creates a group event type in the current workspace. 


    Once an event type is created, you can edit its settings by clicking the created event type.


5. Manage group booking

  • Session availability
    Navigate to the created group event type > Session AvailabilityThis section displays the number of seats booked out of the total number of seats. 

    You can add an additional session by clicking Add Session and mentioning the date and time it happens. 


    You can edit a session availability and reschedule or cancel it. 
  • To reschedule, hover over the required date and click the edit icon. A pop-up appears, where you can select another date and time and click Save



  • To cancel a session, you can click the Cancel icon of the particular session. 


6. Points to note

  • A group event type can be created without assigning any user to it, however the booking page will display a message: "Sorry, we're closed." A group event must have at least one user assigned to accept bookings. 
  • You can change the user assigned to a group event type under the Event Type > Assigned User tab.


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