Creating or modifying an Event

Video Tutorial

You can create Events to offer structured sessions to your clients through WellnessLiving; a scheduled Event is called an Event instance. Clients can only book Event instances when the associated Event is activated. Additionally, the only Events that Purchase Options can be associated with are active Events. Some examples of Events are:

  • 30-day weight loss challenge
  • 7-day boot camp
  • Summer music camp

You can modify an existing Event to change specific details, such as the description, cost, or location where the Event instance is offered.

To learn how staff members can schedule an Event instance, see Scheduling an Event instance.

Note After an Event with the purchase rule Clients can select which sessions to enroll into after purchasing has been created, and a session of the Event has been scheduled, the Event cannot be modified to have the purchase rule All sessions are booked automatically when purchased. This limitation exists because the initial purchase rule allows individual sessions to be booked, while the other requires that all sessions are booked at once. If the purchase rule could be changed, a client who booked an individual session at a per session rate would be required to book all sessions at a block rate. To avoid this type of conflict, this change cannot be made. If you need to make this change to an Event, we recommend creating a new Event with the desired purchase rule.

To create or modify an Event:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. In the Setup menu, click Events.
  4. On the Events page:
    • To create a new Event, click ADD EVENT.
    • To modify an existing Event, click the Event you want to modify. You may have to browse the list, use the Search option, or filter the list.
  5. Enter or change the details and settings of the Event. For more information, see the Event general information settings and Event advanced settings.
  6. Click SAVE to save the Event for later scheduling, or SAVE AND SCHEDULE to proceed with scheduling the Event.
Was this article helpful?
(44 out of 46 people found this article helpful)
Still need help? Contact us
Cancel