1- Age Restriction: Customer Requirement or Enrollment Age Setting?

Enrollment Type Age Restriction

Enrollment Type age setting ONLY enforces customer facing, not staff facing.  In addition, it only considers the age at the time of booking, not the potential contract start date.  If someone were to age out, no alert is provided on the contract.  You might choose to set age here if you want to give your staff the most flexibility to book outside of a age limit.

Simply add the age on the enrollment type

Customer Requirement Age Restriction

Customer Requirements look to the contract start date to see if the customer will be eligible AND alert if someone ages out while the contract is active.  It can be configured to restrict or warn staff from booking someone that does not meet the requirement.  You might choose this option if you want to restrict both staff and customers on age.

1. Create a Customer Segment for Age
2. Create a Customer Requirement with that segment
3. Apply Requirement to Enrollment Type

Review Customer Requirement info here
 

2 - Schedule spoke

Week-long course, new course starts each week

Use the Recurring Rules for this.  Click + to add new recurring rule.

In this Quick Mode window, select Days of Week: Monday only because the first session of the course will always be Mondays.  You will add the additional session days in the next step

Start date/end date - set the range of dates where each Monday in the date range will be session 1/5 for your week-long camp.  Click OK.

Add the Session Start time and duration but clicking the + next to the recurring rule you just created.

Add a second session the next day by clicking the + next to the time and setting offset days to 1.  

Repeat by clicking the + next to the original time entry and offset days 2, then 3, then 4 for a total of 5 sessions. 

Check your results in the Month View.  You can see session 1/5, 2/5 etc in each session tile in calendar.

Check the OPTIONS tab to ensure your calendar is built out far enough to show these courses, otherwise you will not see them on the staff/customer calendar.

Exclude Sessions

In the example above, maybe you have one week that will be just 4 days instead of 5.  

A quick way to edit is to Right Click on the session ans select Exclude Session.  This removes it from the Calendar.  There is no 'undo' - click Cancel on the schedule spoke to not save!
 
Use Advanced Pricing rules to make that week a unique price!

Fixed Date AND Recurring Rules Example

Use Advanced recurring rules to create a schedule that skips a week and fixed date rules to add that week (alternative to simply excluding sessions as shown above).
 

This example shows a Fixed Date Rule for the 4 day camp and a single recurring rule to capture the weeks before and after that week.
 

Add Recurring Rule and Select Advanced Mode:

1. Select "Day Can Match ANY of the following (OR operator)"
    
2. Select "Day must match ALL of the following (AND operator)" and within this and operator add:
   1. Day in Week = Monday
   2. From Date = First Monday of camp
   3. Until Date = last monday of the 5 day camp before the 4 day week 
       
3. Select another "AND operator "using the BOTTOM Add Element button.  This will leave you with two separate AND statements nested within the greater OR statement as shown below.
   1. Day in Week = Monday
   2. From Date = First Monday after the 4 day week
   3. Until Date = last monday of camps

3 - Pricing spoke

Pricing is shared by every session of the plan.  

To make courses at different prices, use a different plan OR use an advanced pricing rule as shown here:

This example has one week of only 4 sessions, so that week is priced lower.

1. Toggle on the Advance toggle
2. Add A Rule, Name it, and sort it at the TOP of the list, leaving your default pricing below it.  
3. On the Rule Conditions tab of your new rule, click Add Condition.
   • Select EVENT DATE CONDITION.  Courses (events) starting on this date will follow the pricing set up for this rule.
   • Select Exact Date and add the Monday of the week that should be priced lower.  
     To set a date range instead of an exact date (ie, multiple weeks in a row are different rates, you can use the AND and OR (ALL or ANY) selections first to build a more nuanced rule.

4. On the Pricing tab of your new rule, add pricing, then use the Pricing Playground to test

5. In the Pricing Playground, adjust the course start date to test your Pricing Rules.  

4 - Booking Limits spoke - restrict capacity

Restrict the amount of enrollments allowed to book in each week in the Booking Limits Spoke.

Set Maximum Total Enrollments Per course to set the number of kids that can be signed up per course.

Override the plan settings on idividual courses from the Calendar Module.

1. Open the Course
2. Edit Course
3. Custom Capacity Constraints tab

5 - (optional) Booking Period spoke

If you want to restrict when people can book, do that here.  This example shows that booking opens 12 weeks before the course starts, so each week the next weekly session will become available to book.

To allow unrestricted booking as soon as calendar is available all the way up until the course start date/time, do NOT make a booking period spoke (or disable it so it is published or draft and not active)

Fixed Date/time

This example has the booking period opening at midnight on 3/1/26 and closing 2 days before the course start date.

Rolling - booking opens 12 weeks before the session

This example has the booking period open exactly 3 months before the course start date (exactly 3 months by date and time, so if start time is 9am, 3 months prior at 9am the booking window opens).  

To open booking at midnight 3 months before the course start date, use this: SubMonths:3 Start of Day. This opens booking 3 months prior to the start date at midnight on that day (start of day)

6 - (optional) Cancellation Terms spoke

If you want customers to be able to self-cancel, with or without a refund before the camp begins use the cancellation terms spoke. 
 

In this example customers get a full refund up until 2 weeks before the class starts, then a 50% refund if it is within 2 weeks, and no refund 48 hours before.

7 - Customer Notifications Spoke

Best to have at least the new contract email enabled here so that customers get a confirmation email after booking.

Enable the Cancellation email if you allow cancellations

Optionally send reminder emails as well.

8 - No benefits or badge are needed 

But can be optionally added.  Both benefits and badges will ONLY show from the start date/time of the course through the end date/time of the course.  

So if camp starts at 9am Monday, Badge and Benefits will be in effect from 9am Monday - 12pm Friday (the end date/time of the final session.