Training and group classes

TABLE OF CONTENTS

• Training and group classes
  • Overview
  • Services: the classes offered
  • Staff members: the trainers
  • Data collected at each registration
  • Online payment
  • Email notifications
  • Registration
  • Adapting labels in the scheduling widget
  • Integration of the scheduling widget

Overview

Online appointment scheduling allows you to offer a registration module for training, group lessons or seminars. One or more participants can register for each training session.

This article covers the configuration elements that can be used for this use case.

Services: the classes offered

The services offered by your company are the various training, grouped by theme for an easier navigation. Each service or training is limited to a specific number of participants, or is linked to a resource (meeting room) whose number of seats (capacity) will limit the maximum number of registrants. Each service has a description allowing to detail the content of the training, as well as the expected audience.

Staff members: the trainers

Their schedule can be recurring weekly.

If your training catalog is large, it is possible that each training is offered only a few times a year. If necessary, you can refine the schedule of each speaker, by defining the training slots for the desired weeks:

Note: In the case of a training lasting several days, only the date of the first training day must be specified. The number of training days can be indicated in the description of the service, and can be integrated into your registration confirmation email.

Data collected at each registration

Depending on the audience expected for your training, it may be useful to collect additional information at the time of registration, for example:

• for professionals : company name and job title of the participant, additional information for signing up
• for individuals : where did they hear about your training? would they be interested in receiving your next training catalog (ie: consent / opt-in for marketing communications in your privacy policy)

This information can be defined at the Contacts level to be consolidated on each contact entry:

Or simply be collected in the booking form to support a registration request:

Online payment

It is of course possible to make the registration payable via a solution like Stripe, Paypal, Ingenico or Global Payments Ecommerce, via the payment parameters.

Email notifications

The message templates should be adapted to your use case to relate to the context of a registration, whether in the subject of the email or in its content.

If elements are to be provided by each participant or a payment is to be expected, you can remind them in the emails sent, by editing your message templates:

Registration

The validation of each registration can be manual (by you or by the training provider) or automatic. If you do not want to display the name and title of the training provider, you can activate the automatic distribution of the workload: the choice of the trainer will not appear.

Adapting labels in the scheduling widget

The labels of the booking module can be adapted to via the parameters Widget:

Integration of the scheduling widget

You can add a GET parameter source of your widget, to measure registrations from each acquisition channel:

• source=website to measure the entries made from your website
• source=catalog to track registrations made via a link provided in the PDF file of your catalog of classes
• source=emailing to identify the registrations made after an email marketing campaign
• source=gmb (for example) to follow the registrations from your Google My Business profile