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Schedule Builder allows you to create sequences of multiple sessions automatically instead of having to create them one-by-one. This is particularly useful when setting up a term of activities or a course where the details of each session are the same, but the dates change.
This article will cover:
How to create a single session
How to create sessions in bulk
Create a single session
Create a single session
1. Go to Daily Operations > Sessions > Schedule Builder.
2. Select the Type*. In this example, we will be selecting Course.
3. Enter the following details:
Course*: Choose a course from the list of course names.
Sessions of type*: Choose the type of session from the list of Session Types.
Session Duration (minutes): How long the session will run for each set of sessions.
Session Fee ($): How much it will cost to join the session. If the course is free, set the Session Fee to 0.
Location*: Where the session will be conducted. If you are unable to add a location, ensure that the activity is available within the location.
Facilitator: Who will be running the session. This name will appear for all sessions that you schedule. If the facilitator varies for each session, leave this field blank.
Session Capacity: The maximum amount of people that can join the session.
Term: The term represents when the session is going to take place.
Zoom link: If this session is conducted virtually, you can add a Zoom Link that attendees can use to join the session.
4. Select Next.
You will then be presented with Date Interval where you can determine when the session will be scheduled.
5. Select or add a single session
Enter the Start date (from) and End Date (to).
Add the Start date & time.
Select the Delivery method
Select + Add session
6. You will then be presented with an available session for the date you have defined. After reviewing the session, select Create 1 session.
7. A popup will appear, select Yes, create sessions.
Create multiple sessions
Create multiple sessions
Follow the instructions below to create multiple sessions in Schedule Builder.
1. Go to Daily Operations > Sessions > Schedule Builder.
2. Select the Type*. In this example, we will be selecting Course with multiple sessions.
3. Enter the following details:
Course*: Choose a course from the list of course names.
Sessions of type*: Choose the type of session from the list of Session Types.
Session Duration (minutes): How long the session will run for each set of sessions.
Session Fee ($): How much it will cost to join the session. If the course is free, set the Session Fee to 0.
Location*: Where the session will be conducted.
Facilitator: Who will be running the session. This name will appear for all sessions that you schedule. If the facilitator varies for each session, leave this field blank.
Session Capacity: The maximum amount of people that can join the session.
Term: The term represents when the session is going to take place.
Zoom link: If this session is conducted virtually, you can add a Zoom Link that attendees can use to join the session.
4. Select Next
5. You will then be presented with Date Interval where you can enter how long the course will run. This will also determine how many sessions will be added to your calendar.
Enter the Start date (from) and End Date (to).
Add the Start Time
Select the Delivery Method.
Choose the days that these sessions will occur.
6. Select + Add sessions
7. You will then be presented with a list of all available sessions between the dates you have defined. If you do not want a session to be scheduled on a particular day, you can delete the entry for that session.
8. After reviewing all sessions, select Create sessions.
9. A popup will appear, select Yes, create sessions.
To confirm that the sessions have been successfully created, go to Sessions > All Sessions.
Filter for the sessions that you have created.
You will now see a list of all sessions that you have created.
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