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Let’s get started – Courses, Workshops & Events

Plan courses, workshops and events smartly – with provided resources, available sessions and automated management.

Lea Fendler avatar
Written by Lea Fendler
Updated this week

With anny, you can set up course series, workshops and events so that the offer, room, trainer, equipment and participants work together seamlessly. In this article, we’ll look at how to structure resources, Services and available sessions for your offers, how to automatically block additional resources per session, and how to use a minimum number of participants with automatic cancellation.


Courses & events in the anny context

Resources are everything that can be booked or blocked in anny, for example:

  • complete offers such as “Course XY” that have fixed dates/sessions

  • rooms (studio, seminar room, event space)

  • trainers / coaches

  • equipment (reformer machines, tech, materials)

Services are your concrete offers on resources, for example:

  • “Yoga for beginners, 75 minutes”

  • “Participation – Presentation Training”

  • “Event ticket – Afterwork Meetup”

Instead of working only with general opening hours, you use available dates for courses & events. An available date is a fixed time slot, for example:

  • Tuesday, 18:00–19:30 “Yoga – Beginners”

  • Every second Thursday, 09:00–12:00 “Communication Workshop”

The central principle for courses & events in anny: For each session of a resource, you can link additional resources as provided resources, which are automatically blocked for that time.


When is an offer its own resource and when is it a service?

Service

Use a Service when the offer is provided directly by a person.

  • Person = resource, offer = Service

  • The person is available once, the offer is also available once in parallel

Example:
Resource: “Trainer Alex” with the Service “Private lesson”
→ The customer books the person directly.

Resource

Use a separate resource when the offer has its own availability and multiple seats (course/event).

  • Offer = resource

  • Services = ticket options (e.g. “External rate”, “Member rate”)

  • Trainer and room are added to the session as provided resources and are blocked for that time – they are not booked directly.


When do I use Smart Availability (dependent resource) and when provided resources for a session?

Smart Availability (dependent resource)

  • The resource only becomes relevant when the booking is made.

  • It dynamically controls whether and when something can be booked.

  • It is not blocked when creating the session, but is booked dynamically together with the booking.

You can find everything about the Smart Availability feature in the dedicated Smart Availability article.

Provided resources for the session

  • The resource is already blocked when the session is created.

  • The block is static, independent of bookings.

  • Ideal when it is clear: “This resource must definitely be reserved for this session.”


Step-by-step setup

Build your resource structure

  • Create your offer (e.g. Yoga), the rooms (studio) and trainers (e.g. Max) as separate resources.

  • In the left menu, go to Resources and click + New in the top right.

Define Services

  • Go to the Services / booking options tab.

  • For the offer resource, define the corresponding Service (e.g. “Adult rate”).

Plan available sessions

  1. Open the course resource (e.g. Yoga) and go to the Availability tab.

  2. Set the availability type to Multiple available and define the available quantity as the number of participants (e.g. 15).

  3. Scroll down to Available dates and click + Add available dates.

  4. Under the General tab, configure the settings:

    • Create the session with title, date & time.

    • For recurring offers, use the series function.

  5. Now open the Settings tab to automatically reject all bookings if the requirements are not met before the session:

    • Define a minimum number of bookings (e.g. 7).

    • Set a cancellation deadline (e.g. 24 hours before start).

  6. Under Provided resources, define the resources that should be scheduled and blocked for the session:

    • Add the trainer(s) and the room so they are automatically blocked for the session.

Check the booking page

  • Review the display in day/week view.

  • Test the visibility of available sessions and go through a test booking.


How to define a minimum number of participants per session with automatic cancellation

Feature update: January 2025

Per available session, you can define:

  • a minimum number of participants (e.g. 8 people)

  • a cancellation deadline before the start (e.g. 24 hours before)

Customers do not see that a minimum number has been defined.

If there are not enough bookings by the deadline:

  • the session is automatically cancelled

  • all bookings are rejected / cancelled

  • existing payments are refunded automatically

  • customers receive automatic emails about the cancellation and refund (if applicable)

Admins additionally receive:

  • a warning about 1 hour before the automatic cancellation

  • a notification as soon as the minimum number has been reached

Setting up minimum participants & cancellation deadline

  1. In the left menu, go to Resources and select the course/event resource.

  2. Open the Availability tab and navigate to the available sessions.

  3. Select the session for which you want to set a minimum number.

  4. Open the Settings tab.

  5. Fill in the field Minimum number per session.

  6. Set the cancellation deadline relative to the start time (e.g. 24 hours before).

  7. Click Save.

  8. Decide whether you want to notify customers about changes by turning the notification bell on or off.

How can I let a session take place anyway?

If you notice that the minimum number will not be reached but you still want the session to take place:

  1. Before the cancellation deadline, open the session again.

  2. Adjust the minimum number downwards (e.g. from 10 to 6).

  3. Save – this prevents the automatic cancellation.

Troubleshooting minimum participants & cancellation

  • Session was not cancelled automatically:

    • Check the cutoff time: was the observation time maybe before the deadline?

    • Was the minimum number perhaps reached in time?

  • No refund was issued:

    • Check whether payments were recorded for the bookings.

    • Without a payment, there is no refund.

  • No email arrived:

    • Has the booking status actually been changed (rejected/cancelled)?

    • Check email settings and, on the customer side, spam/junk folders.


How to move or cancel all bookings for a session at once

Feature update: January 2025

You can use changes to a session to update all matching bookings in one go.

Where can you change sessions?

  • Admin calendar (planner view)

  • Resource → Availability tab → Available sessions → edit session

What happens automatically?

  • Move session:

    • All bookings whose start and end time exactly match the session are moved with it.

  • Cancel session manually:

    • All exactly matching bookings are rejected.

  • Change linked resources (e.g. change trainer/room):

    • Bookers are automatically informed about the changes.

Matching rule (very important)

  • Only bookings whose time period is exactly the same as the session are adjusted.

  • Bookings that only overlap or lie within the time period are deliberately not changed.

Troubleshooting: moving/cancelling bookings

  • “My booking was not moved!”

    • Compare times 1:1 (start & end). Even a few minutes difference will prevent matching.

  • “An overlapping booking was not changed – why?”

    • Explanation: this is a safety feature to prevent other, unrelated bookings from being changed by mistake.


How to add a custom message when changing a booking status

Feature update: January 2025

After each status change, you can add a short, custom message that will be included in the automatic email. Here’s how it works:

Via the Bookings menu

  1. In the left menu, go to Bookings.

  2. Click the three dots on the right side of the booking.

  3. Change the status (e.g. to Confirm, Reject or Cancel).

  4. A pop-up appears for an optional message.

  5. Enter a short explanation, for example:

    • “The minimum number of participants was not reached. Please book an alternative date.”

    • “Today’s session is cancelled due to illness.”

  6. Confirm – the message is shown in the status update email.

Via changes to the session within the resource

  1. Open the resource for which a session should be cancelled or changed.

  2. Click the three dots to the right of the corresponding time slot.

  3. Edit or cancel the time slot.

  4. A pop-up appears for an optional message.

  5. Enter a short explanation, for example:

    • “The minimum number of participants was not reached. Please book an alternative date.”

    • “Today’s session is cancelled due to illness.”

  6. Confirm – the message is shown in the status update email.

Text Guidelines:

  • No greeting or signature

  • Short, factual, concrete

  • Ideal: reason + next step for the booker


Typical examples

Yoga course

  • Main resource: course

  • Provided resources (dependencies): “Trainer Lisa” + “Studio 1”

Coworking event

  • Main resource: “Afterwork Event”

  • Provided resources (dependencies): event space + 2 side rooms

Training / seminar

  • Main resource: “Excel Basics – Seminar”

  • Provided resources (dependencies): “Coach Max”, “Seminar Room 2”, “Beamer”

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