Create New Event

Manage activities, which can be workshops, classes or events.

Manage Locations, which define the details of where you run your activities.

Manage a set of your standard prices as "templates" which you can then manually copy to new Activities you create.

Manage the set of standard messages which are automatically copied to each activity you create.

Manage a set of your standard questions as "templates" which you can then manually copy to new Activities you create.

Manage a set of your standard resource types as "templates" which you can then manually copy to new Activities you create.

Activities Found (10)

Event

Templates & Defaults

{{title_internal}}
(Deleted)

Yoga Retreat 2023
Main Options

Hide

Show

1. Titles

2. Description

3. Dates

4. Settings

5. Ticket Prices

Add

6. Questions

Add

6a. Prices:

Add

This Extra Prices With a verylongname

7a. Place Booked

7b. Payment Received

7c. Payment Due

8. Test Booking Form

9. Live Booking Form

Activity Tags (optional)

Manage

Messages

Hide

Show

Place Booked

Payment Received

Payment Due

Payment Reminder

Payment Overdue

Joining Instructions

13h

Just Before

13h

Just After

13h

Custom Emails:

New

Templates

Custom X

13h

Other Emails:

Invoice Copy

Waiting List Added

Waiting List Place

{{apptext.value.2670}} - {{view_message_template.data.message_template.message_topic}}

Email Title

Email Content

Note that some aspects of viewing the populated message will not function correctly until you have added a test attendee!

Message Shortcodes

{{apptext.value.2701}}

Sender (values from Settings - Brand/Business)

[From First Name]

[From Last Name]

[From Email]

[Business Name]

[Business Address]

[Contact Details]

[Brand Name]

{{apptext.value.2702}}

[First Name]

John

[Last Name]

Smith

[Full Name]

John Smith

[Email]

john@smith.com

[Mobile Phone]

123 456 789

[Other Phone]

789 567 123

[Contact Address]

43 High Street, Anytown, XZ8 7AA

[Unsubscribe]

Click here to unsubscribe from this mailing list

Activity

[Activity]

e.g. Yoga Retreat

[Event]

e.g. Yoga Retreat

[Activity Prefix]

(blank)

[Clients Buy]

ticket

[Location Area]

e.g. Salisbury, England

[Location Name]

e.g. Waterworks Barn

[Location Description]

e.g. Waterworks Barn is in a beautiful countryside setting close to...

[Start Date]

e.g. 24th January

[Start Date Year]

e.g. 24th January 2022

[Start Day]

e.g. Monday

[When Activity Is]

e.g. on the weekend of 5-6 May 2022

[On Activity Date]

e.g. on the weekend of 5-6 May 2022

[On Event Date]

e.g. on the weekend of 5-6 May 2022

[Booking click here]

click here

[Booking Click here]

Click here

[Booking CLICK HERE]

CLICK HERE

Booking

[Invoice Description]

e.g. Attendance at our "Yoga Retreat" on 1-5 January 2022 for John Smith

[Invoice Details]

[Full details of invoice status, invoice items, payments made and scheduled payments]

[Price Description]

e.g Early Bird Price

[Payment Methods]

[Invoice Address]

[Invoice Number]

[Invoice Amount]

e.g. £100.00

[Amount Outstanding]

e.g. £50.00

[Invoice Click here]

Click here

[Invoice click here]

click here

[Invoice CLICK HERE]

CLICK HERE

[Payment Due Amount]

e.g. £50.00

[Payment Due Date]

e.g. 28 February

[Payment Click here]

Click here

[Payment click here]

click here

[Payment CLICK HERE]

CLICK HERE

Payment

[Payment Amount]

e.g. £100.00

[Payment Date]

e.g. 28 February 2020

[Payment Method]

e.g. Card Payment

[Payment Number]

e.g. 1234

[Payment For]

e.g. Attendance at "Yoga Retreat" on 1-5 January 2022 for John Smith

[Paid By]

e.g. John Smith (Johnny)

[Invoice Details]

[Full details of invoice status, invoice items, payments made and scheduled payments]

Yoga Retreat 2023 - Prices
Price Templates

Refresh prices

Add from Templates

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Add new

(1) Early Bird Price - £500 {{out_of_date.value}}

Start Date: {{availability_start_date}}, End Date: {{availability_end_date}}, Today: {{today_start.datetime}}

 Hidden

Number restricted (10/12)

Accommodation restricted (10/12)

Available: 1 Jan - 3rd Feb

Pay by instalments

Pay on the door

Deposit disabled

Deposit 50%

Deposit add £50

Final payment XX days before

Yoga Retreat 2023 - Titles

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Use a short name and date reference e.g. "Retreat - 2024" or "Taster - May 2024". Appears in the listing on the left.

The title of this activity that you will use internally to your business. This is the name that appears as you work with the app, but is not seen by clients. It is best to also include reference to the timing of the activity such as March 2024 or Autumn 2023. An example might be 'Yoga Retreat - Summer 2024'

If necessary, choose a word like "our" so this makes sense: 

You are booked on {{i_activity_pronoun.value}} {{i_activity_title_external.value}}

When Workshop Angel constructs sentences using the name of your activity, it sometimes makes more gramatical sense for there to be a word like 'our' placed before the activity name.
For example, a activity name can end in a word that describes what kind of activity it is, like 'Yoga Retreat' or 'Dance Workshop'. In this case, it is gramatically correct to say 'you are booking on our Yoga Retreat', rather than 'you are booked on Yoga Retreat'. Here you would set the value of this Prefix field to be 'our'.
Other actvity names may not end with the kind of activity, such as 'Yoga for Couples'. In this case, it reads better to say you 'you are booked on Yoga for Couples',and you should set the value of this Prefix field to be blank.

Edit locations

Select the location where this activity will be held. Locations can be defined and modified using the "Edit Locations" link just above.

Clear field

Add image

Yoga Retreat 2023 - Descriptions

Watch Video

Best to use up to 80 characters

Best to use up to 80 characters (currently {{f_activity_description.i_activity_short_description.value.length()}})

If you change this description or the image, Click Here then click on [Scrape Again] to update your social media links to the booking form.

Add a short description of your activity (up to around 150 characters) which will be used when the link to your booking form is shared on social media platforms such as Facebook or Whatsapp.
You may want to include details of when the activity is, as this information will not appear in any other areas of the way the link is shared.
If you modify this text or the activity image and it is not appearing when you share the booking form you can click here and enter the url of your booking form to have facebook go and find your new information.

Choose image

Paste content from other sources without formatting.

On Windows use "Paste as plain text" (Ctrl+Shift+v)

On a Mac select "Paste and Match Formatting" (Command+Option+Shift+v)

Use the [Picture] icon to insert an image by specifying a URL (address) of the image on the internet.

Use [Choose Image] to upload your image to Workshop Angel and copy the URL

Or... find the image on your web site or social media, right click over it and choose [Copy Image Address]

Once inserted, click on the image and set "25%" and "Float Left" for it to appear alongside text.

(Use a Header 2 or Header 3 after the text to always start a new section clear of the image.)

Emojis can be copied and pasted into the description.

Enter a description of your activity which will appear on the booking form your clients see.

You can insert images using the image icon and the image url from the Choose Image window.   An image will by default have its width set to fill the size of the text area available. Note that this may be different on the booking form to how you see it here, and will also be different when the booking form is viewed on different devices such as a computer screen or a mobile phone.

You can click on the image to change some of the display options. The 50% and 25% options will make the image occupy either a half or a quarter of the available width for the  activity description. The float left and right options are useful when using the 50% or 25% width settings, and will cause the text to be displayed next to the image. rather than below it. Check that this all looks okay on the booking form when your browser is set to fill your computer screen, and when it is as narrow as possible to simulate a mobile phone display.

Images are displayed with slightly rounded corners and a gentle shadow .

Yoga Retreat 2023 - Dates

Watch Video

10:30am

Insert dates

Insert date & times

Words to describe activity's dates, which are displayed on the booking form and in emails.

Use one of the insert options above to create and then edit the words from the start/end date fields, or type your own sentence starting with "on" or "over" or "from".

For example "over 3 weekends in May and June 2023" or "on 1st, 8th and 15th February 10-11am".

Set this option to cancel the event and have the booking form show the message you enter in the field below.

Write a message about why the event has been cancelled and any further steps your clients can take, and this will be displayed on the booking form.

Yoga Retreat 2023 - Settings

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Pay by instalments surcharge: {{this_activity_currency_symbol.value}}

(Rather than letting the system calculate them for you.)

Your clients can use this pay by instalments option until {{rg_activity_instalments[0].i_activity_instalment_payment_date.value.addDays((0-15)).formatDate2('Do MMMM YYYY')}}.

Final instalment due

days before start date

Final instalment date will be {{activity.data.activity_event.start_date.addDays((0-i_activity_final_instalment_days_before_event.value)).formatDate2('Do MMMM YYYY')}}.

Set the number of days before the activity start date when the final payment is due.
This value defaults to the "Final payment due" value set on the Main Options tab. If you set the value separately here, then when an attendee selects to pay by instalments then the final payment due date will be that shown here, but when they select just to pay a single further payment, it will  be the date shown on the Main Options tab.
If your activity actually runs over multiple sessions throughout a longer period of time (e.g. one weekend a month for 6 months), then you can allow the final payment date to be after the date of the first session by setting this to be a negative number of days.

Monthly Instalments

Add instalment

Create a list of the monthly payments allowed when your client selects to pay by instalments.
Ensure the percentages add up to 100% (or 99% and the system will round it up  for you)

Use [+Add Instalment] to add instalment dates and amounts

{{apptext.value.3104}}

{{apptext.value.3105}}

%

Delete


Do you really want to delete this instalment?

Ensure the percentages add up to 99 or 100%!

{{instalments.data.instalments.where(`price`, 0, "==").sum(`percentage`)}}

Payment Currency:

Sales tax rate:  %

Prices are for each:

Minimum:

Maximum:

Minimum and maximum number of attendees who are allowed to book in one booking. A single booking will have one contact responsible for payment. Emails about the activity will be sent to all attendees on a booking who have specified their email address. If you are running a couples workshop, then both of these values should be set to two. The maximum number of attendees per booking is ten.

{{apptext.value.2282}}

{{apptext.value.2302}}

{{apptext.value.2303}}

Watch Video

Maximum number of attendees:

When you have this number of bookings, clients will have the opportunity to be place on a waiting list.

Clients buy a

Depending on the types of event you are offering, you may refer to your clients buying a 'place' (for example on a workshop or a retreat), or buying a 'ticket' (for example for a festival or a dance). Using this option will change the terminology used within the app here, and on your client's booking form.

When 'on', only the lead attendee's contact details and question responses are requested by the booking form.

The default way that the booking form works is to require each attendee to enter their email address and answer the list of questions.
If you are selling tickets to an event, you may want to capture just the contact details of the lead attendee and allow them to select a number of tickets they wish to purchase for other un-named attendees. Set this option 'on' if this is how you want the booking form to appear.

Payment when client books is:

The deposit amount is:

£

The deposit amount is:

% of the final amount due

Final payment due

days before start date

Final payment date is {{activity.data.activity_event.start_date.addDays((0-i_activity_final_payment_days_before.value)).formatDate2('Do MMMM YYYY')}}.

Payment by deposit is enabled until {{activity.data.activity_event.start_date.addDays((0-14-i_activity_final_payment_days_before.value)).formatDate2('Do MMMM YYYY')}}.

The number of days before the activity start date when the final payment is due.
The final payment date is written into each booking record. Changing the value here will not change the final payment date of existing bookings - it will only change the date of new ones. To change the final payment date of existing bookings, go to the Bookings - Payments view, click on [... More] and use the Scheduled Payments tab to change the date(s) due.

Allow two or more equal monthly payments of the outstanding amount.

This is enabled until {{activity.data.activity_event.start_date.addDays((0-45-activity.data.activity_details.final_instalment_days_before_event)).formatDate2('Do MMMM YYYY')}}.

Payments will be due on {{activity.data.activity_event.start_date.addDays((0-activity.data.activity_details.final_instalment_days_before_event)).formatDate2('Do')}} day of each month.

Final instalment date will be {{activity.data.activity_event.start_date.addDays((0-activity.data.activity_details.final_instalment_days_before_event)).formatDate2('Do MMMM YYYY')}}.

Further options are available in the [Instalments] tab above if necessary.

Specific payment dates have been set up in the [Instalments] tab above.

Show help

Add Discount Code

{{current_datetime.datetime}}, {{is_active_local_time.value}}

DISCOUNT CODE

1 Feb 2020 - 1 Apr 2020

Active at all times

Inactive at all times

$100.00

20%

Delete

notes

Yoga Retreat 2023 - Questions
Question Templates

Add from Templates

Watch Video

Add new

(1)Mailing Permission

Would you like to join our mailing list?

 Comment box

Required

Not shown

 Only ask if

 Show quantities

{{title_external}}

Yoga Retreat 2023 - Activity Tags

Edit options

Edit options

Edit options

Business and Brand Settings

Message: {{message_template.data.message_template.message_topic}} ({{apptext.value.520}})

View Left

Shortcodes

Images

Attachments

 Send Test

{{message_template.data.message_template.is_deleted==0?apptext.value.500:apptext.value.510}}

LIVE

13 hours

2/172

Paste content from other sources without formatting.
On Windows use "Paste as plain text" (Ctrl+Shift+v)
On Mac use "Paste and Match Formatting" (Command+Option+Shift+v)

Email Title

Email Content

Some aspects of viewing the populated message may not function correctly until you have added a test attendee!

Test Your Booking Form!

Visit your TEST booking form to see how it looks
and add some test attendees.

Add any name and random email address
as the emails will be created but not sent.

You will be given a test credit card number to use.


Visit TEST Booking Form

Go to the Bookings area of Workshop Angel and
click [Refresh] to view your bookings...

Make sure you are set to view Test Mode bookings
in the top right hand corner of the display.

Going Live

Entering Your Bank Details

You have selected to offer payment by bank account... you now need to enter your bank account details below.
(To edit them in the future, go to Settings - Business Settings).

Testing a Live Payment

Now you have entered your Stripe keys, you need to test they work before putting your activity live.

Click below to make your first live booking, onto an activity called Stripe Test.
Use your your own payment card - it will only cost {{activity.data.business.accounting_currency_symbol}}1.

Make live booking

Check payment was registered

Setting Up Card Payments Through Stripe

You have selected the business {{activity.data.business.business_name}} for this activity and the Stripe keys for this business have not been set up.
If you want to select a different business for this activity, do this in the [4. Settings] area.

Before you can go live, you need to link Workshop Angel to a Stripe account so you can take credit card payments.

Creating a Stripe Account

If you don't have a Stripe account for your business, click here to create one.

Once created, follow the instructions to "authenticate" your account.

Make sure you use a complex password and we recommend also setting up two-factor authentication.

This account will contain your money and you don't want it being hacked!

(If you work with different currencies, you should set up the Stripe account in the same "accounting" currency as you have set on the Settings - Business screen in Workshop Angel, which is currently set to {{activity.data.business.accounting_currency_description}}.)

Linking to Stripe

You need to generate 4 different "keys" in Stripe: each is a series of letters and numbers that uniquely identifies your Stripe account.

Like Workshop Angel, Stripe works in Test and Live modes.

There is a "Publishable key" and a "Restricted Key" for each mode.

Navigating to the "API Keys" Area of Stripe

In Stripe, go to the Developers - API Keys area:

Adding The Test Publishable Key

In Stripe:

Set "Viewing test data" ON.

Click on the Publishable Key text beginning "pk_test_"

This copies the key to your clipboard.

Here in Workshop Angel:

Click on the [Change] button in the box below

Edit - Paste the key into the field

Click on [Save]

The start and the end of the key will be shown to indicate it has been saved.

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{{apptext.value.472}}

{{apptext.value.410}}

{{apptext.value.400}}


{{apptext.value.470}}

Adding The Live Publishable Key

In Stripe:

Set "Viewing test data" OFF

Click on the Publishable Key text beginning "pk_live_".

This will copy the key to your clipboard.

Here in Workshop Angel:

Click on the [Change] button in the box below

Edit - Paste the key into the field

Click on [Save]

The start and the end of the key will be shown to indicate it has been saved.

{{apptext.value.471}}

{{apptext.value.472}}

{{apptext.value.410}}

{{apptext.value.400}}


{{apptext.value.470}}

Adding The Test Restricted Key

In Stripe:

Set "Viewing test data" ON

Click on [+Create restricted key]

Enter a key name "Workshop Angel"

Change the "Permissions" for the following "Resource Types":

Balance: Read
Charges: Write
Payment Intents: Write
Setup Intents: Write

Scroll to the bottom and click on [Create Key]

A restricted key is listed called "Workshop Angel".

Click on [Reveal test key]

Click on the text starting "rk_test_" to copy it to your clipboard.

Here in Workshop Angel:

Click on the [Change] button below

Edit - Paste the key into the field

Click on [Save]

The start and the end of the key will be shown to indicate it has been saved.

{{apptext.value.471}}

{{apptext.value.472}}

{{apptext.value.410}}

{{apptext.value.400}}


{{apptext.value.470}}

Adding The Live Restricted Key

In Stripe:

Set "Viewing test data" OFF

Click on [+Create restricted key]

Enter a key name "Workshop Angel"

Change the "Permissions" for the following "Resource Types":

Balance: Read
Charges: Write
Payment Intents: Write
Setup Intents: Write

Scroll to the bottom and click on [Create Key]

A window appears called "Your new API key".

Click on the text starting "rk_live_" to copy it to your clipboard.

Click on [Done]

(Note that this is the only time you can see this key... if you don't complete the following edit paste successfully you will need to create another key with a different name)

Here in Workshop Angel:

Click on the [Change] button below

Edit - Paste the key into the field

Click on [Save]

The start and the end of the key will be shown to indicate it has been saved.

{{apptext.value.471}}

{{apptext.value.472}}

{{apptext.value.410}}

{{apptext.value.400}}


{{apptext.value.470}}

CONGRATULATIONS... Stripe Keys Added!

You've added all the Stripe keys now.

CLICK HERE to hide all the information about how to do this.

Email Address Confirmation

Before you can go live, you need to confirm your email address {{activity.data.brand.email_from}} to our email sending service.

You should have received an email from "Postmark Support" like this:

Find this email and click on the [Confirm Sender Signature] button.

Send the email again

Check It is now confirmed

(You can change the address that emails are sent from in Settings - Brand Settings)

CLICK HERE to send the email again!

CLICK HERE to send the email again!

Let's go!

Tested your booking form and it looks good?

You're ready to go live!

Click below to copy the live booking form link and
add it to your website and social media...