Tip #18: Organize a group workshop in a few steps

Tip #18: Organize a group workshop in a few steps




It's the season for workshops—they're everywhere, catering to diverse interests and needs. Whether for more professional goals like leadership development or creative endeavors like painting, there's an abundance of workshops offered every day.

 

A scheduler is indispensable for workshop providers, as it handles the nitty-gritty of scheduling and streamlines the registration process. It provides smoother experiences for both attendees and organizers. It also relieves administrative burdens by allowing organizers to track registrations, manage attendee information, send automated confirmations and reminders, collect payments, share video conferencing links, and much more.

 

If you're a workshop provider seeking an efficient scheduler, then Zoho Bookings is the right place for you. With just a few simple steps, you can set up your workshop, and Zoho Bookings will seamlessly handle the scheduling aspect for you. 


 Steps  to organize a group workshop

  1. Create a group booking service

  2. Share the booking page link

 

 1. Create a group booking service 

      Add the details of the workshop that you'll be offering by following the below steps.

  1. Navigate to the Services tab, click the Add icon , and choose Group Booking.



  2. In the pop-up that appears:

    1. Enter the name of the workshop that you'll be conducting in Name of the Service.

    2. Enter the date and time that the workshop starts in Date & Time.

    3. Specify the duration that the workshop will happen in Duration.

    4. Mention the number of seats that are available for the workshop in No. of Seats



    5. If this workshop happens for a day, you can skip this step. Otherwise, you can select the checkbox for the Repeat option. A pop-up appears to define the days that the workshop will span.

      1. Under Booking Type, choose Series if the workshop is a continuous session that has to be booked as a whole. Or choose Drop-in if the workshop happens for a few days, but each day can be booked separately.

      2. Under Repeat, choose the frequency if it is Daily, Weekly, or Monthly.

      3. Under Repeat Until, you can set any of the two options

        1. Set Date: Specify the last date of the workshop.

        2. No. of Classes: Specify the no.of days the workshop happens.

        3. Click Add



    6. Enter the cost of the workshop under Price.

    7. Add the staff who will be conducting this workshop under Staff Assigned.

    8. Click Save


Your group booking workshop is now set up.


2. Share the booking page link

You can now share this workshop's booking page link with your customers. The booking page link can be accessed by navigating to Booking Page in the menu bar and selecting the Service tab, then clicking the Copy option near the respective group booking service.



Note : Be sure to include this link wherever you promote your workshop across channels like social media, email marketing, referral programs, podcasts, and any other relevant platforms. 

Anyone who gets the link can access your booking page and book with you by entering their details.

 

Learn how to customize this booking page



Once people book your workshop, you can view the details that they entered in the Booking Form. You can add any desired questions in the booking form.



Navigate to Services and select the required service on the left pane. Here, you can view all the information about the group workshop you've created. You can view how many seats have been booked and how many are left under Class Availability.



You're now all set to orchestrate the workshop. Go ahead and try out Zoho Bookings group booking.

 

Other options to explore

 

Thanks for reading this post. Please share your suggestions in comments or write to us at support@zohobookings.com.

 

 

 Related articles 



      • Sticky Posts

      • Tip #13: Identify where your bookings come from with Source Tracking

        Source tracking is the practice of identifying where your bookings originated. This is important, because online bookings come from a wide variety of sources like social media platforms, your website, email and ad campaigns, partner websites, organic
      • Tip #17: How to mandate partial payment for your appointments

        When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits
      • Tip #18: Organize a group workshop in a few steps

        It's the season for workshops—they're everywhere, catering to diverse interests and needs. Whether for more professional goals like leadership development or creative endeavors like painting, there's an abundance of workshops offered every day. A scheduler
      • Tip #16: Custom labels for staff, service, and resources

        Every industry uses its own jargon. Take healthcare, for example; when you visit a doctor, it's not just an appointment, it's a consultation. The people who provide consultations are the providers. Similarly, in the tranquil world of a spa, a massage
      • Tip #15: Customize service prices for each staff member

        It's common practice for a service to be priced differently based on the staff member providing it. For example, an experienced hair stylist may charge more for a haircut compared to the other stylists. This pricing strategy allows businesses to charge

        • Recent Topics

        • Accounting on the Go Series-52: Capture Receipts on the Go, Right from Your Lock Screen.

          Hello everyone, We’re excited to introduce a feature that will make your life so much easier—especially for those constantly on the move! With iOS 18, Zoho Books now allows you to capture receipts directly from your lock screen using Locked Camera Capture.
        • AT - Austrian Accountant familiar with ZOHO

          Hello, as I have just migrated to ZOHO and unfortunately have to change my accountant next year, I am looking for an accountant (for Austria) who already has experience with Zoho or who already manages clients using Zoho books. Is there anyone here from
        • Zoho Workflow issue

          Dear Zoho Users, I have Zoho Books premium subscription, I have created a email alerts workflow for Invoices and following are the configurations for the same: 1. Workflow for Invoice module 2. Choose when to tigger - created or edited 3. Filter the triggers
        • Accounting on the Go Series-53: Swift Transactions at Your Fingertips-Zoho Books in Your Control Center

          Hello again, We’ve all had those moments where you need to get something done quickly, but the process of unlocking your phone, finding the app, and navigating through menus slows you down. Now, with Zoho Books integrated into the iOS 18 Control Center,
        • Update on PDF Download Issues Caused by Antivirus Software

          Hello users, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
        • Accounting on the Go Series-54: Effortlessly Find Your Zoho Books Customers in Your Phone’s Contact List

          Hello Zoho Books users! How are you all ? We’re happy to share a handy new feature in Zoho Books mobile app. Now, you can access your Zoho Books customers right from your phone's contact list, making it easier to stay connected on the go. How this can
        • Integration of Phase 2 -e-invoicing- KSA

          Zoho Team, I want to get a training of integration of phase 2 invoicing KSA in zoho step by step.
        • I can not save new invoice

          Hello Now I am trying to save a new invoice but I can not save it because showing unpaid invoice warning which are not overdue. Please let me know how to skip unpaid invoice warning letter and save new invoice. Thank you
        • ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION

          HELLO I WANT TO ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION FOR SALES ORDER . I HAVE SET %StatusStamp% IF APPROVAL I WANT THAT TEXT TO BE DISPLAYED WITH GREEN COLOR OTHERWISE OF OTHERR STATUS RED COLOR AS SHOWN IN CODE BELOW . BUT IT
        • Accounting on the Go Series-55: Seamlessly Add New Vendors While Creating Transactions from Scanned Documents

          Hi there! We’ve made handling documents and vendors in Zoho Books even simpler. Now, when you upload a document and scan it, if the app detects a vendor that isn’t already in your organization, you don’t have to leave the page to add them manually. With
        • Accounting on the Go Series-57: Effortlessly Add and Manage Bank Accounts from the Zoho Books Mobile App

          Hi all, Great news for our users in the US and Canada! Managing your finances just got a whole lot easier. Zoho Books has always made it seamless to integrate bank accounts and fetch feeds automatically. Now, we’re taking it up a notch—directly from the
        • Accounting on the Go Series:58-Effortless Compliance: Download XML for Invoices & Credit Notes on Mobile

          Hi there! In Mexico, XML files are crucial for electronic invoicing and fulfilling SAT (Tax Administration Service) requirements. These files ensure your transactions are accurately recorded and tax-compliant. Now, you don’t need to rely on the web app
        • Auto Generated Invoice number YEAR

          Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.
        • Books generiert keine valide XRechnung

          Hallo zusammen, ich möchte hier ein Problem ansprechen, das mir aktuell bei der Nutzung von Books erhebliche Schwierigkeiten bereitet, und hoffe auf Austausch oder Lösungsansätze von anderen Nutzern. Bei der Erstellung von XRechnungen mit Books treten
        • WHEN UPDATE ORGANIZATION INFO OLD INVOICES ALSO CHANGE INVOICING DATA

          Hi We have updated our tax information because we have become a company, up until now we were an individual. The problem is that when updating the data in the zoho books profile all the old invoices change their tax information as well. Is there a way
        • Invoice import error - duplicate customer name column - there are no duplicates

          It is not allowing the importing of any rows because of a duplicate customer name problem, but there are no duplicates in the custoemr name row. Has anyone dealt with this issue before?
        • [WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration

          Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on February
        • Customize Layout

          I am using "Customize Layot" for customize Quotation template but I try to add logo into the header by "%ScaledLogoImage%" code but dont add logo into header. what is problem?
        • Problem - cant add Users (i.e. Zoho one / CRM Users) to BCC or CC in email, i.e. Sales orders or Retainers

          I can go to zoho books email templates, and select any email template, and automatically include any Zoho One user, i.e. member of staff. However in the context of sending an email, it will not let us add a member of staff from the user list, instead
        • UK MTD ITSA

          UK Making Tax Digital for Income Tax I have had notice this is to apply from April 2026. What is Zoho doing about this? I will need to start planning to implement this in the next months so need an update as to what I will and will not be able to do in
        • Partial refunds

          I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this
        • Zoho Books Roadshows are back in the UAE!

          Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we're
        • New user After moving over from QBO

          New user observations/suggestions. QBO took away a lot of features I was used to with the desktop version. Chaos ensued. Zoho Books has a lot of what I was used to and a bit more. Good deal Some things I have run into and suggest some upgrades. 1: The
        • Sole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...

          Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My services
        • Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

          We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes
        • Disputed Purchase Invoices

          We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree their
        • No TDS Deduction

          In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before we
        • CBSA - GST CHARGES on imports

          Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on
        • Zoho Books

          How do I manually insert opening balance?
        • Sales order & purchase order item links for item details

          This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,
        • Bank charges are applied. Please select a bank account.

          Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown
        • How to add receipts

          How to add receipts
        • Support for auto-upgrade in TrueSync (for Windows)

          WorkDrive TrueSync app now supports auto-upgrading to the latest version for Windows OS. You must manually download and install the TrueSync app version 3.4.0 to avail this feature. Download the latest TrueSync app for Windows (version 3.4.0) Supported
        • WorkDrive API Documentation

          WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.
        • March 15, 2023: Zoho Docs is discontinued

          As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration
        • Introducing WorkDrive 4.0: Enhanced productivity. Advanced data administration. (Phase 1)

          Hello All, We're excited to share the release of WorkDrive 4.0, which includes important new features and enhancements focused primarily on productivity, secure collaboration, data administration, integrations, and user experience. Read the official announcement
        • External download link limit

          Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files in
        • Dynamically catching new file creations

          I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".
        • Rotate an Image in Workdrive Image Editor

          I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload
        • Workflow workdrive rollout

          Hi! When will workflow be rolled out to all users? Thanks.
        • Next Page