Class Booking Setup

This guide walks you through creating a Class Booking calendar for one-to-many events where multiple attendees book into a single time slot.

Prerequisites

Before you begin, make sure you have:

A clear understanding of your class schedule (one-time event vs. recurring sessions)
Your class capacity limit (how many attendees per session)
A Stripe account connected if you plan to charge for class registrations
A Zoom or Google Meet account connected if you plan to host virtual classes
Your class description and promotional materials ready

Create a Class Booking Calendar

Build the calendar that will manage your group sessions.

Navigate to Calendars in the left sidebar
Click the + Create Calendar button
Select Class Booking as the calendar type
Enter a Calendar Name that clearly describes the class (e.g., “Wednesday Yoga Class” or “Monthly Sales Workshop”)
Select the Calendar Owner, which is the staff member or trainer who will host the sessions
Choose a Calendar Group if you want to organize this calendar under a specific category (or skip this for now)
Click Continue to proceed to session configuration

Your Class Booking calendar is created. Now you need to define the session details.

Configure Session Details

Set the duration, capacity, and meeting location for your class.

Set the Slot Duration to match the length of your class (30, 60, or 90 minutes are common)
Define the Number of Spots per slot (this controls how many people can book into a single session, with a maximum of 9,999 attendees)
Optionally set a Minimum Spots threshold if you require a minimum number of registrations before the class runs
Choose the Meeting Location type:
- Custom URL: Paste your Zoom, Google Meet, or Microsoft Teams link
- In-Person Address: Enter the physical location for on-site classes
- Phone Call: Display a dial-in number for phone-based sessions
- Zoom Integration: Auto-generate unique Zoom links for each session (requires Zoom connection under Settings > Integrations)
- Google Meet Integration: Auto-generate Google Meet links (requires Google Calendar connection)
Click Save to apply the session settings

Your class now has a defined capacity and meeting location. The next step is scheduling when the class runs.

Set Up Recurring Sessions (or One-Time Event)

Configure when your class sessions will be available for booking.

For recurring classes:

Toggle on Recurring Slots in the availability settings
Select the Days of the Week the class runs (e.g., every Monday, Wednesday, and Friday)
Set the Start Time and End Time for each day
Define the Date Range by setting a start date and an optional end date (leave the end date blank for ongoing classes)
Click Save to generate all recurring sessions automatically

For a one-time event:

Leave Recurring Slots toggled off
Click Add Session to create a single slot
Set the specific Date and Time for your event
Click Save to create the session

The calendar now displays all available sessions for attendee booking.

Configure Availability and Scheduling Rules

Control when attendees can see and book your class sessions.

Set Minimum Scheduling Notice to prevent last-minute registrations (2 hours is typical)
Define the Date Range to control how far in advance attendees can book (30 to 90 days is common)
Add Buffer Time before or after each class for setup and teardown (15 minutes works well)
Click Save to apply the scheduling rules

Your calendar now enforces proper notice periods and booking windows.

Customize the Booking Form

Configure what information you collect from attendees when they register.

Navigate to the Forms & Payment tab in your calendar settings
Choose which fields to display on the booking form (Name, Email, Phone are required by default)
Add custom fields if you need additional information (dietary restrictions, skill level, etc.)
Mark fields as Required or Optional based on your needs
Add a Custom Title and Description that appear at the top of the booking page to explain what the class covers
Click Save to apply the form settings

Your booking page now collects the right information from every attendee.

Enable Payment Collection (Optional)

Charge a registration fee at the time of booking.

Verify your Stripe account is connected under Settings > Integrations > Payments
In the calendar’s Forms & Payment tab, toggle on Accept Payments
Set the Price per Attendee
Choose your Currency
Optionally offer Coupon Codes or early-bird discounts
Click Save to activate payment collection

Attendees now pay when they register, and payment is collected before the booking is confirmed.

Enable Waitlist Management

Allow interested attendees to join a queue when the class fills up.

Navigate to the Availability section in your calendar settings
Enable the Waitlist toggle
Click Save to activate the waitlist

When all spots for a session are filled, the booking form will display a Join Waitlist option. If a registered attendee cancels, the next person on the waitlist is automatically notified and offered the spot.

Set Up Automated Confirmations and Reminders

Reduce no-shows by sending automated notifications before each class.

Navigate to Calendars > Notifications or set up reminder workflows in Automation > Workflows
Configure an Email Confirmation to send immediately after booking with the class details
Set up SMS Reminders at 24 hours before and 2 hours before the class
Personalize reminder messages with the class name, date, time, and location using merge fields like {{contact.name}} and {{appointment.start_time}}
Click Save and Publish the workflow to activate reminders

Your attendees now receive timely reminders, significantly reducing no-show rates.

Test Your Setup

Verify that everything works correctly before promoting the class to real attendees.

Copy the booking URL from Calendars > Calendar Settings by clicking Share
Open the link in a browser (use Incognito mode to simulate an attendee’s view)
Select an available session and complete the booking form with test contact information
Submit the booking and confirm you receive a confirmation email
Check the class session in Calendars to verify the attendee appears in the registration list
If you enabled payments, verify the test payment processed correctly
Test the Join Waitlist option by filling all spots and attempting to book again
Cancel the test bookings to clean up your calendar

If all steps work as expected, your class calendar is ready to share with attendees.

Next Steps

Now that your Class Booking calendar is live, consider these enhancements:

Embed the calendar on your website or funnel page using the Embed Code from the Share menu
Create a workflow that sends a Pre-Class Drip Sequence with preparation materials when someone books
Set up a Post-Class Follow-Up workflow that automatically sends a feedback survey and offers the next class in the series
Use Advanced Filters in the Contacts tab to create a Smart List of all attendees for ongoing communication
Monitor attendance rates and no-shows in Reporting > Appointment Reports to identify patterns and adjust your reminder strategy
For recurring classes, promote the series by mentioning the class date in your marketing materials so attendees know which month to navigate to on the booking widget