You can bundle classes together in order to create what we call a 'Series' - that is a group of classes that your customers can register for (and/or purchase) at once.
Why choose a series?
Perfect for multi-day workshops, teacher trainings, specialized packages for beginners, and more.
Series simply bundles ALL the class times for a specific course together.
Once you've bundled classes into a series, your customers can book online once (through your online schedule) & will be registered for ALL classes in the series. The customer's email confirmation confirms all of the dates.
On the admin side of Punchpass, you'll see that they are preregistered for each of the classes in the series. You'll take attendance normally for each of the classes in the series to keep your records in order.
Series support a waitlist IF the class it is based on has a waitlist turned on
You can allow customers to register for individual classes in a series.
Requirements
Series are features of Banyan and Redwood Punchpass plans.
Who can use this feature?
Access to defining a series requires admin-level access in Punchpass.
How to Create a Series
Define the Course and Add the Class Times to the Timetable
Create the class that you'd like to use as the foundation for your series. After that, you can add sessions to the schedule for the dates and times of the series.
When using the series feature, just remember that all of the class times need to be created as part of the corresponding course.
Will the classes be different lengths? No problem, you can customize the duration of each class. Learn more about customizing class lengths
Can a series be created from different classes? Not at this time. You'll want all of the scheduled classes to be part of this foundation class.
Creating the Series
Once you've set up your sessions on the schedule you can create your series for the class.
Go back to the overview for the course you created and press the Create A Series for this Class button.
Add Each of the Desired Classes to the Series
You'll now find you're on the Series Setup page.
In Step 1 of the Series setup, choose classes that make up the series. You will see a calendar of all the individual classes to choose from. Click on class time to select it and add it to the series.
To view more classes, click on Show me more weeks to see ALL classes.
Name the Series and Add the Details
Once you have chosen your classes, scroll down to Step 2 of the Series Settings to name the series and enter the details.
You should give the series a specific name – something like "Summer morning meditation." You can customize the description from the original course if you want as well; we'll automatically include the dates/times of all of the classes in the series in the public description.
There are a few other settings to select:
Do you want to set a specific date and time when booking for this series becomes available? You can do that here! Please note, this setting will not overrule your setting for number of days in advance you allow reservations under Manage Settings > Online Reservations
Set the class size limit for the series (note this will override any other class size settings)
Do you want to close registration for the series once the first class has started? This prevents customers from signing up once the series has begun and tells them to contact you.
Will you allow registration for individual classes in the series?
And press Save when you're all set!
What are the Payment Options for a Series?
We cover the details of Series payment options and the pros and cons of each method in this guide: Learn more about series payment options
Create a Ticket for the Series
Once you create a Series, you can Enable Tickets for the Series to require payment! You can set the price and customers will be prompted to book and pay when reserving their spot:
Link a Pass to the Series
If you would prefer to create a special pass for your series and require customers to purchase a pass, you can also choose to link a pass to the series for payment, or allow customers to simply use eligible passes for the series.
How to Edit a Series Once It Has Been Created
You can edit a series after it has been created. Simply click on the series name in Manage Classes and click Edit Series. Here's what you can change:
You can toggle the 'Close Registration after Series Start' to on/off
You can delete the series. Please keep in mind when deleting a series, the GROUPING of the classes, not the actual classes.
After deleting a series, you'll want to review the schedule to edit or remove the class times if they'll no longer be happening.Add/Remove classes from the Series. Want to add another class? Or set things up on the wrong dates? No problem - you can change the classes that are part of the series as well. (NOTE - if customers have already registered for the series, they will NOT be notified, nor will a new reservation be made for any new classes. You will have to do that manually.)
What Happens When a Customer Registers for a Series
We show details about the series, including:
The name and description of the series as you entered it;
The total # of classes;
And when the sessions take place.
Once a customer registers, we create reservations for them for ALL the classes in the series, and send them an email confirmation. If you have opted-in to receive a notification when someone makes a reservation we'll send one to you too.
This is what it looks like in the customer's account in Punchpass:
Can Customers Cancel Their Reservations for a Series?
Customers can cancel their reservation in a series if the cancellation window has not elapsed (set your cancellation window under Manage Settings > Online Reservations). We calculate whether or not they are allowed to based on the FIRST class of the series.
Please note:
After the series has started, customers cannot cancel their series reservation.
If the series was linked to a pass for payment, customers cannot are not allowed to cancel their series reservation.
Customers need to log in and navigate to one of the classes (click on My Reservations to quickly navigate to a class) in order to cancel.
We do not include a cancel link in the confirmation email for series.
Waitlists and Series
When creating a series, if the class your series is based on allows waitlists, the waitlist will be for the series only. We do not allow the individual classes in a series to have a waitlist.
This only impacts classes included in a series, so your other class times are not impacted.
Other important notes:
If a series has already started, customers won't be able to sign up for the waitlist. The Admin can add someone to a waitlist when a series is in progress, but customers cannot add themselves.
If a series has already started, we don't currently 'activate' the waitlist process for a series reservation if a spot opens up. In this situation, we are NOT sending out the 'spots open' emails. The admin needs to move people from the waitlist manually.
Additional Notes About Series
The Series feature was designed to be "all or nothing" -- so if you bundle class times into a series, clients booking from your public schedule will register (and pay) for all dates in the series.
You cannot allow customers to register for the Series OR individual classes in the Series. By creating a series customers will be required to book into the whole thing.
As an Administrator, you CAN add individual reservations to a specific class if you want to.
This works well if you are committed to the series approach but you want to offer some wiggle room for folks who won’t come to all classes, you can sell reduced-price passes separately (online or in-studio). You (as the admin) can add reservations as needed to individual classes while you are logged into Punchpass.
Making a Copy of a Series
Creating multiple versions of the same series? You can create a copy!
Navigate to Manage > Classes and in the Active Series section, select the series you'd like to duplicate.
This opens the Series overview page, here, press the Create a Copy button.
And proceed to set up the next group of classes! Press Save.
