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Creating a New Offering in 7 Steps

Tip: First, record Admins and Locations

First, store your event locations and instructors in the system before creating an offering. This allows you to directly add them to the appointments during the offering creation process.

Create an Offering with Appointments

1. Create a Category

To create a new category, right-click on your account abbreviation or an existing category in the offer tree. In the context menu that appears (A), select the "Add Category" option. Alternatively, you can create a new category by clicking the plus icon in the main navigation ( B).

User interface of edoobox, the online booking system. The side navigation with the offering tree is highlighted, and the context menu was opened via a right-click on an example category to demonstrate how a new category can be created.
The Context Menu in the Offering Tree: Create a New Category

2. Create an Offering

Right-clicking on an existing category opens a context menu A. From this menu, select “Add Offer.” Alternatively, you can create a new offer in the main navigation by clicking the plus icon B. This option allows you to choose from all available categories where the offer should be created.

User interface of edoobox, the online booking system. The quick menu in the main navigation is highlighted, which was opened by clicking the plus symbol. Through this quick menu, various data records, such as a new offering or a new category, can be created.
The Quick Menu in the Main Navigation: Create New Offering

3. Enter Offering Name

Here, you define a descriptive offering name.

Note: Special Characters

Erlaubte Sonderzeichen im Angebotsnamen sind: , . – _
Nicht erlaubt sind: : + / & % * ? ! < > ^ ( ) { } = ` ~ £ $ € § ° # “ 

4. Complete the Checklist

You can now configure the fundamental settings required to publish your offering. This includes adding at least one appointment, defining a registration deadline, and specifying the maximum number of available slots for your offering.

This screenshot displays an edoobox offering dashboard, part of the online booking system. An example course is presented. At its core is a checklist, indicating to the administrator which criteria must be met to publish the offering.
The Offering Dashboard: The Checklist for Your Offering

5. Define the Prices

Within the relevant information box on the offering dashboard, you can enter up to 10 different price categories. The number of available price categories depends on your current subscription.

This screenshot displays an edoobox offering dashboard, part of the online booking system. An example course is presented, highlighting where prices for the offering can be added.
The Offering Dashboard: Entering Prices for Your Offering

6. Enter the Offering Description

If you wish to provide a more detailed description of your offering or add supplementary information for email templates, the 'Texts' tab contains both the offering description and three potential additional texts. Clicking on 'Description' or 'Additional Texts' will open the respective page where you can input the desired texts, images, and links.

7. Publish the Offering

Once you have entered all the necessary information for the offering and wish to make it available for booking, change the offering status from Draft to Published. This action makes the offering bookable for your customers.

Tip: Preview Share

Using the Preview Share function in the context menu A or on the offering dashboard, you can review the newly created offering in its standard view. We recommend performing a test booking to familiarize yourself with the booking process and, if necessary, optimize it via the Design Manager.


Related Guides

Keywords for this guide

Create Offering ¦ Offering ¦ Publish ¦ Lesson ¦ Module ¦ Course ¦ Training ¦ Seminar