Set up courses with resources, available dates and automatic management.
With anny you can set up course series so that the offering, the room, the trainer, the equipment and the participants all work together perfectly. This guide shows you how to structure resources, services and available dates for your course programme, how to block additional resources automatically per date, and how to use a minimum number of participants with automatic cancellation.
The core principle: every course is its own resource with available dates. For each date you can link further resources (room, trainer) as provided resources, which are then blocked automatically for that time.
The offering has its own availabilities and several spots
Structure
Person = resource, offering = service
Offering = resource, services = ticket options
Trainer/room
Is the resource itself
Is added as a provided resource on the date
Example
”Trainer Alex” with the service “Private lesson"
"Yoga course” with the services “External rate” and “Member rate”
Rule of thumb: can only one person be booked at a time? Then it is a service on a person resource. Does the offering have several spots and fixed dates? Then it is its own resource.
The room only has to be available if it is actually booked
Trainer and room are firmly scheduled for this date
Rule of thumb: do you already know when creating the date that the resource is needed? Then use a provided resource. Should it only be booked along dynamically when needed? Then use Smart Availability. You can find more in the article Smart Availability.
Feature
What is it needed for?
Configure beforehand?
Resources
Create courses, rooms and trainers as bookable units
No
Services / booking options
Define rates and prices for the course
No
Available dates
Create fixed time slots for course dates
The resource has to exist
Provided resources
Block the room and the trainer per date
The room or trainer resource has to exist
Minimum number & cancellation deadline
Cancel a date automatically if there are too few bookings
The available date has to exist
Booking series
Make several dates bookable as one connected block
Create your course offering (e.g. “Yoga”), the rooms (e.g. “Studio 1”) and the trainers (e.g. “Lisa”) as separate resources.To do so, click Resources in the left menu and + New in the top right.
2
Define services
Open the course resource and go to the Service / Booking option tab.Define the matching service here, e.g. “Adult rate” or “Drop-in ticket”. Set the price, the duration and the cancellation conditions.
3
Plan available dates
Inside the course resource, open the Availabilities tab.
Set the quantity to Multiple availability and enter the number of participants as the available quantity (e.g. 15).
Scroll down to Available dates and click + Add available date.
Under the General tab, create the date with a title, day and time.
For recurring dates, activate Recurring and define the rhythm.
For a booking series, add the series title and define the dates that belong to it. You can find more in the article Booking series.
The “Available dates” section inside the resource availabilities shows all time slots you have created for your course.
4
Set a minimum number and a cancellation deadline (optional)
Open the Settings tab inside the available date.
Define a minimum number per date (e.g. 7 participants).
Set a cancellation deadline relative to the start time (e.g. 24 hours before).
If there are not enough bookings by the deadline, the date is cancelled automatically. All bookings are cancelled and existing payments are refunded automatically. Customers receive automatic emails.Admins get a warning about 1 hour before the automatic cancellation, and a notice as soon as the minimum number is reached. In the date settings you define the minimum number and the deadline for the automatic cancellation.
5
Assign provided resources
Inside the available date, switch to the Provided resources tab.Add your trainers and the room here. These resources are blocked automatically for the duration of the date and cannot be booked for anything else during that time. Here you see how a trainer and a room are assigned to the date as provided resources.
6
Check your booking page
Have a look at how everything appears in the day or week view. Test the visibility of the available dates and run a test booking.
Create three resources: “Yoga for beginners” (course), “Studio 1” (room) and “Trainer Lisa” (person).
2
Configure the service
On the resource “Yoga for beginners”, create the service “Drop-in ticket” with a price of 15 EUR and a fixed duration of 75 minutes.
3
Create available dates
Set the available quantity to 15. Create a recurring date: Tuesday, 18:00 to 19:15.
4
Assign provided resources
Assign “Trainer Lisa” and “Studio 1” to the date as provided resources. Both are blocked automatically.
Pilates studio with a minimum number and several rates
1
Create resources
Create the resources: “Reformer Pilates” (course), “Reformer Studio” (room) and “Coach Milla” (person).
2
Configure services
Create two services on “Reformer Pilates”: “Member rate” (0 EUR, quota) and “External rate” (25 EUR).
3
Available dates with a minimum number
Set the available quantity to 10. Create a recurring date: Thursday, 09:00 to 10:00. In the date settings, define a minimum number of 5 and a cancellation deadline of 24 hours.
4
Assign provided resources
Assign “Coach Milla” and “Reformer Studio” as provided resources.
Do customers see the minimum number on the booking page?
No. Customers do not see that a minimum number has been defined. The automatic cancellation happens invisibly in the background.
Can I still let a date take place if the minimum number is not reached?
Yes. Open the date before the cancellation deadline expires and lower the minimum number (e.g. from 10 to 6). Save, and the automatic cancellation is prevented.
What happens if I move a date?
All bookings whose start and end times match the date exactly are moved along automatically. The people who booked are informed by email. Bookings that only overlap deliberately stay unchanged.
Can I add my own message when cancelling a date?
Yes. When you change the booking status, a pop-up appears where you can add a short, individual message. It is included in the automatic email to the people who booked.
Do I need a new resource for every new course series?
No. You can create several series within one resource. When booking, customers select the matching series from a dropdown. You can find more under Booking series.