Group event type - Zoho Bookings Help

Group event type

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

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Group event type allows you to conduct sessions with one host and multiple participants. It is suitable for webinars, workshops, training programs, short-term courses, and similar sessions that can be conducted either online or offline. This event type simplifies managing appointments for multiple attendees by allowing them to join the same session. You can set the number of seats, configure recurring sessions, and allow participants to book until the seat limit is reached.

1. How group event types work  

Group event types allow multiple participants to book the same session until the configured seat limit is reached. You can define the maximum number of participants, configure the session schedule, and choose whether the session occurs once or repeats at regular intervals. When customers access the booking page, they can view the available sessions and reserve a seat based on availability. For example, a fitness center can create a Yoga Class group event type, allowing multiple participants to join the same session.

1.1 Types of group event types  

Session type

Description

Example

 One-Time

 A group session that takes place only once   on a specific day.

 A one-day pottery workshop.

 Recurring Drop-In

 A group session that repeats at a defined   frequency, where each session can be   booked independently.

 A weekend meditation class where   participants can book any session   individually.

 Recurring Series

 A group session that repeats at a defined   frequency, where all sessions must be   booked together as a complete series.

 A four-week cooking class where   participants enroll in the entire course.


1.2 Supported modes  

Session mode

Description

 Offline

 Sessions conducted at a physical location.

 Online

 Sessions conducted virtually using video conferencing platforms such as Google Meet, Zoom,   or Microsoft Teams.


Who can access this feature?

Available on

Paid plan

Super admin 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

2. 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.
  6. Meeting mode : Choose whether the meeting method is Online or Offline.
    1. When you choose Online, it lists the video conferencing tool integrated, and you can select any one of it.
    2. When you choose Offline, it lists the in-person locations added under the workspace. You can select any one of them or add a new location by clicking +New Location.
  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. 



            Select the below options to set the recurring frequency of the event type.
      1. Booking Type
        1. Drop-in : Choose this if each day can be booked individually.
        2. Series: Choose this if all the days should be booked on the whole.
      2. Repeat Frequency: Select the interval on how each session should be repeated. You can choose Daily, Weekly, or Monthly based on your requirement.
        1. When set to Weekly, you can choose which days  of the week the session will be offered every week.

        2. When set to Monthly, you can choose one of the following:
          1. Date - You can select the dates of the month on which the service will be repeated.
          2. 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).
          3. 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.



            Note: 
            For series, you can select only one date of the month or choose the nth day of the month (for example, the first Sunday of every month). The Days option is not supported.



      3. Repeat Until: You can either set an end date till when the session repeats or the number of sessions. 
        1. Date: If you choose this, select the end date until which the session should be repeated in the next dropdown. 
        2. Sessions: If you choose this, enter the number of days sessions will span.

    Click Next.

  1. Assign user: You 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.



3. Manage group booking

When Online mode is selected while creating a group event type, you must choose one of the supported video conferencing platforms. Based on the selected session type, a meeting link is automatically generated for the group booking.
Meeting link behavior
  1. One-Time: A single meeting link is created and shared with all participants for the session.
  2. Recurring drop-in: A unique meeting link is generated for each session. Participants receive the corresponding meeting link for the session they book.
  3. Recurring series: A single meeting link is created and shared across all sessions in the series.
The meeting link is displayed in the booking details and is included in confirmation emails, reminder notifications, and calendar invites sent to both the host and participants.

3.2 Session availability

Navigate to the created group event type > Session Availability. This section displays the number of seats booked out of the total number of seats. 



  1. For drop-in, you can add an additional session by clicking Add Session and mentioning the date and time it happens. 



  2. 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. 


  1. For series, you can update the session by clicking the Edit to change the date and modify the no of occurrences.



    Note: For Series, individual sessions cannot be rescheduled or cancelled because all sessions are part of a single booking and follow the same schedule.

3.3 Notifications

Email and SMS notifications are sent to the host and participants if group booking notifications are configured. The online meeting link is included in confirmation emails, reminders, and calendar invites. 

Notification variables

You can use the following variables in group booking notification templates:
  1. %meetinginfo% – Returns the online meeting link and platform details.
  2. %sessioncount% – Returns the previous number of sessions.
  3. %newsessioncount% – Returns the updated number of sessions.
Drop-in vs series behaviour

Recurring drop-in: Notifications are sent individually for each session. Each session includes its own meeting link and session details.
Recurring series: Notifications include a single meeting link shared across all sessions. If sessions are added or removed, participants are notified of the change, and cancellation notifications are sent for removed sessions.

3.4 Calendar invites   

When you connect your calendar with Bookings, events are added to the external calendar whenever a group booking is created or updated. These invites ensure that both hosts and participants have the session details in their calendars along with the online meeting link.
Select the Set as default to add invite to customer calendar checkbox to send calendar invites from the selected calendar. When enabled, the participant list will be visible in the host’s calendar event.



For users (hosts): Calendar invites include the online meeting link, session details, and the list of participants. Hosts can use these invites to view one-time or recurring sessions directly from their external calendars.
For customers: Calendar invites include the online meeting link and their booking details. Participants must accept the invitation for the session to appear in their calendars. This helps customers easily add the session to their calendar with the relevant meeting information.
Calendar invites are sent as part of the booking confirmation and are updated automatically if the session details are modified in Bookings.
Points to note
  • The maximum participant limit per session is 200.
  • The maximum recurring session count is 60.
  • 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. 
  • When creating an online group event, users should ensure that their connected calendar and video conferencing plans support the required participant count.
  • You can change the user assigned to a group event type under the Event Type > Assigned User tab.


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