Home Features Advanced Workshop Configurations in Schedly

Advanced Workshop Configurations in Schedly

Last updated on Jun 23, 2026

Overview

Schedly's advanced workshop configuration allows organizers to create workshops with varied session types, manage participant limits, and integrate with external tools. By utilizing Schedly’s API and developer tools, organizers can enhance functionality and monitor attendance. These features are designed for users needing granular control over scheduling activities, aiming to provide a tailored workshop experience.

Prerequisites

  • Access to Schedly’s Pro or Enterprise plan for full feature availability.
  • Basic knowledge of Schedly UI components, such as event types and seat limits.
  • Admin permissions if configuring organization-wide settings.

Step-by-Step Instructions

Configuring Multiple Session Types

  1. Navigate to the Schedly Services section in your dashboard.
  2. Select Event Types from the list.
  3. Click the New button to start creating a new session.
  4. Enter the session name and description.
  5. Specify the duration between 15 and 120 minutes using the Duration field.
  6. If applicable, set the number of seats available in the Seats field.
  7. Indicate if confirmation is required by checking the Requires Confirmation box.
  8. Click Save to finalize the session setup.

Setting Participant Limits for Each Session

  1. Under the Event Types menu, select an existing event or session to edit.
  2. Click on the Seats field and enter the maximum participant number.
  3. Ensure the changes by clicking the Save button.

Integrating with External Tools

  1. Go to Settings, then select Integrations.
  2. Choose the appropriate integration option, such as SAML/OIDC for authentication.
  3. Follow on-screen instructions to complete the integration setup.

Monitoring and Managing Workshop Attendance

  1. Click the Insights button in the main navigation menu.
  2. Filter sessions by date, type, or other metrics to view attendance reports.
  3. Use the insights to track real-time attendance data.

Using Insights to Improve Future Workshops

  1. Access Insights via the main navigation.
  2. Analyze detailed reports on past workshop performance — including attendance and participant feedback.
  3. Export insights by clicking Export, choosing CSV or PDF for offline analysis.

Workshop Insights

Key Details & Limits

  • Duration: Sessions must be between 15 to 120 minutes.
  • Seats: Define participant limits; essential for managing numbers efficiently.
  • Integrations: Requires Enterprise plan for custom API access.
  • Export Formats: Insights can be exported as CSV or PDF.

Frequently Asked Questions

  1. Can I change the session capacity after it's created?
    • Yes, navigate to the session settings and adjust the Seats field.
  2. How do I ensure a session is hidden from public view?
    • Check the Hidden box during event creation to make it invisible.
  3. What if I need to verify participant identities in workshops?
    • Use SAML/OIDC integration for secure, authenticated access.
  4. Is it possible to have sessions without participant limits?
    • Yes, leave the Seats field blank for unlimited entries.
  5. How frequently is attendance data updated?
    • Attendance data is updated in real-time on the Insights page.

Troubleshooting

  • Workshop not saving correctly: Ensure all fields are filled out and click Save.
  • Participants not getting confirmation emails: Check your email settings and ensure Schedly is not blocked.

Related Topics

  • How to Use Schedly API for Event Automation: Learn to automate event management tasks using Schedly's API.
  • Detailed Guide to Workshop Insights: Understand how to leverage Schedly's insights for better decision-making.
  • Integrating Schedly with External Authentication Systems: Setup guide for SAML and OIDC.