SimpleClinic can be used to manage registrations for workshops, webinars and events, take bookings and online payments. 


On this page:

  • Creating a Workshop
  • Add Registration Email
  • Add Coupon
  • Share the public link
  • Registering for a Workshop


To view Workshop registrations - please see this article



Before getting started, please bear in the following notes when using workshops:


- Workshops do not auto save, you will need to click the save button to save your information. 

- Banner images can only be in JPG, sized at 1800px x 600px

- Only one banner image can be used. Images cannot be added to description and address fields. 

- Payments for workshops can only be processed if you have a payment gateway connected under Business Setup -> Integrations.


Creating a Workshop


1. Select the Workshops option from the main navigation menu on the left. Workshops and events cannot be booked directly from the Diary screen. 

The initial screen will show a list of all events, in descending date order. When there are events to display, they can be viewed to open them and check or edit the event details, or the event can be deleted.


2. Click on the Add new workshop button to create a new event. 



3. Complete the fields on this screen as below: 


  • Workshop Name – type in a descriptive name. Please note the name of the course is used to create the public course link, if you change the name, this will change the link and the old link will not work anymore if you have already shared it. 
  • Start and End dates and times – use the date and time picker buttons
  • Ticket price – enter the cost, or 0 if free!
  • Public Link – when the event is saved, this field will be automatically filled with a website address, which can then be used on your website, Facebook page, or a third party booking service, for clients or the public to book into the event. Please note the name of the course is used to create the public course link, if you change the name, this will change the link and the old link will not work anymore if you have already shared it. 
  • Practitioner – an event must be linked to a practitioner, and the events and times will be blocked out in their Diary
  • Ticket Price – a paid event requires a ticket price. 
  • Maximum Attendees - a limit on how many people can register. 
  • Coupon - you can add a coupon to give to special clients for a discount on a paid workshop. See further steps below.
  • Address – location details of the event. Or if online, add online information.
  • Banner image – a picture for the event which can be used. Banner images can only be in JPG, sized 1800px x 600px. Only one banner image can be used. Images cannot be added to description and address fields.
  • Description – the event details for public viewing. Use the formatting buttons as needed. Include the price of the Workshop and any discounts that are available. 
  • Once added, click Save workshop




Add Registration Confirmation Email 


4. Add an registration email by clicking on the 'Registration email' button at the bottom of the screen -> edit the details of the email -> Save. Please see the screenshots below. 


Please note:  Registration confirmation emails are sent as soon as a person enters their details in the sales page, and is intended to be a registration confirmation email only. This email will be sent whether the person pays or not, so please include appropriate confirmation information only. 


You can use the following merge tags to personalise your registration email: 

  • {{client.first_name}}
  • {{client.last_name}} 


You cannot insert an image into a registration email. 


Example registration confirmation email (for FREE event): 



Example registration confirmation email (for a PAID event): 



Add Coupon


5. If adding a coupon, click the Add Coupon button and complete the details as below, discount can be either a dollar amount or a percentage -> SAVE




Discounts can also be viewed, edited or deleted as needed. 




Share the public link 


6. Share the public link easily by clicking on the link button next to the workshop from the main menu - please see below - this will open your workshop sales page so you can copy and paste the URL to share on your website or social media. 



Example of URL for sharing: 


Registering for a Workshop


7. When a patient goes to the public URL they will see the below screen to enter their details and pay (if there is a cost). 

They can also add a coupon code here which will be applied to the invoice when they select 'Register Now' 


People who book in for any event will be added to the clients list, if they haven't been added before. And if you have email integration enabled, their details will also be added to the email list for future marketing.





8. If there is no payment required, once booked in for the event, they will receive an on screen confirmation of their booking and an automated email confirmation. See next screenshot if payment is required.  


To view workshops registration, click here.




9. If payment is required the client will see the following screen, asking them to select 'Make Payment' -> clicking this button opens an invoice -> where the patient can pay through your connected online gateway. 




10. Whether payment was required or not, the client will receive an email to confirm their registration, see example as below. 




11. Once your workshop is full, the following screen will appear and no more registrations will be accepted: