Creating a course
You can create a course by clicking “Create a Course” on the onboarding page or by navigating to “My Courses” in the left-hand menu and selecting “Create a Course”.
Course Name
Enter the name of your course (e.g., “Build a Table,” “Learn to Weld”). This is how the course will appear to students, so keep it short and descriptive.
Upload Course Images
Upload at least three high-quality images (PNG, JPG, or JPEG). These images will be visible to students on the course sign-up page and should provide a good sense of the course.
Course Type
Select either a Group Class or a One-on-One Appointment. Group classes have a set capacity and schedule, while one-on-one appointments are private sessions scheduled by individual students during your business hours.
More detail on One-on-One Appointments:
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These appointment types are limited to a capacity of 1.
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When you select the One-on-One appointment checkbox in the course creation page, an Appointment Details section will appear. This section allows you to set pre and post appointment buffers, minimum notice, and start time increments.
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“Buffer Before” is the amount of time you require between events on your calendar. Example: if you set a buffer of 15 minutes, and have another event at 12pm, the platform will not allow a student to schedule a One-on-one appointment before 12:15pm.
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“Buffer After” is the same principle as “Buffer Before”, though it applies to the buffer after your session instead of before.
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“Minimum Notice” is what you use to set a minimum time period between when the student books the session, and when the session is scheduled to start. Example: a buffer of one week will not allow students to book one-on-one sessions that start within 7 days.
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“Start Time Increments” are the intervals at which students can schedule the start time. Example: Setting a start time increment of 15 minutes allows courses to start on the 15th, 30th, or 45th minute of each hour. Setting a start time of one hour only allows courses to start on the hour.
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The course needs to be listed to accept bookings. Once you have created the One-on-one course, you can list in in the My Courses page.
Course Description
In the About This Course section, provide details about the course, including what students should bring, any frequently asked questions, etc.
Instructor
Select or create an instructor for the course. All you need is the instructor’s first name, last name, email, and a brief bio. If you are the business owner and sole instructor, put in your own details. This section is simply to allow the student to view which instructor is teaching that particular session, in case they have a preference. If you have multiple instructors and want to do private sessions, we recommend you complete this course creation flow once for each instructor as a one-on-one appointment type. Once you add an instructor once, that instructor will be saved and available to link to any future courses you create.
Location, Price, and Capacity
Enter the course location, price per student, class capacity, difficulty level, and category (e.g., Metal, Leather, Beverage, Ceramics, Glass, Wood, or Textiles).
Cancellation Policy
Choose a cancellation policy. After you select the cancellation policy, Workbench will handle cancellations and refunds entirely on your behalf. You do not need to worry about remitting refunds or removing the student from the course.
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Flexible: Full refund 1 day prior.
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Moderate: Full refund 5 days prior.
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Firm: Full refund up to 30 days before; 50% refund up to 5 days before.
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Non-refundable: No refunds after booking.
NOTE: A standard refund will only include the cost of the course + Workbench platform fees. Payment processing fees are not remitted as part of a regular refund. In the event that your organization is unable to teach a course for which students are registered - due to no fault of the student - a student may request a refund of the processing fees as well. To refund payment processing fees, issue a manual refund and check the “Refund Processing Fees” checkbox.
Initiating a manual refund
In the event that you wish to refund processing fees as well, or issue a partial refund outside the scope of the regular refund policy, you can do so by going to the Orders page, then locating the order in question, and clicking “Refund”. You will then be given the option to initiate a partial refund, and include a refund of payment processing fees should you find it necessary.
Reschedule Policy
Choose between Agile (free rescheduling up to 24 hours before start time) or Fixed (free rescheduling up to 5 days before start time).
Once all information is complete, click “Create Course”.
In the My Courses page, you will now be able to view the course you just created. It will appear as unlisted until you list your course. Unlisted means the course is created, but you have not yet assigned a schedule to it, so it will not appear for students to book until you do.
If this is your first time creating a course, you will be prompted to schedule the course. If you have already created multiple courses and need to schedule them, go to “My Courses”, click on the course you’d like to schedule, and click “Schedule”.