---
title: Create Open Booking Event
description: In this article, learn how to create an open booking event.
---

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# Create Open Booking Event

## In this article, learn how to create an open booking event.

APPLIES TO: Admins

Last updated: June 4, 2024

Open booking events are great for client scheduling for such things as Private Lessons, an Athlete Training Program, Group Lessons, & Rentals easily by creating open scheduling options in Open Booking Events. Clients will be able to pay per time slot or purchase session packages in the Pricing tab.

Quick Menu

[Schedule Tab](https://dbathubhelp.upperhand.com/create-open-booking-event#schedule-tab)

[Participants Tab](https://dbathubhelp.upperhand.com/create-open-booking-event#participants-tab)

[Staff and Resources Tab](https://dbathubhelp.upperhand.com/create-open-booking-event#staff-and-resources-tab)

[Registration Tab](https://dbathubhelp.upperhand.com/create-open-booking-event#registration-tab)

#### Create Open Booking Event - **Step-By-Step Guide**

**Step 1 - Select the green (+) button in the upper-righthand corner of the top navigational bar and select New Event from the drop-down menu.**

**![2023-04-18\_14-16-19](https://dbathubhelp.upperhand.com/hs-fs/hubfs/2023-04-18_14-16-19.png?width=688&height=425&name=2023-04-18_14-16-19.png)**

**Step 2 - Select the Open Booking option under the Event & Location tab**

![Screenshot 2025-04-17 at 3.08.34 PM](https://dbathubhelp.upperhand.com/hs-fs/hubfs/Screenshot%202025-04-17%20at%203.08.34%20PM.png?width=688&height=401&name=Screenshot%202025-04-17%20at%203.08.34%20PM.png)

**Step 3 - Use the 7 navigation tabs at the top to create new event registration details**

**Event & Location Tab**

- **Event Title :** Add a title to the event.   
    - **Note:** Events differentiated by price or session duration will need to be created as new and separate events
- **Event Type :** Categories meant to help organize all of events and will make it easier for clients to browse events by filtering by Event Type. 
    - ***Tip:** Event Types come in handy for your clients to use as filters while browsing events.*
- **Location :** Set the location for your event. Helpful for anyone utilize multiple locations.   
    - ***Note:*** *Clients will be unable to view private events unless you share the event URL with them.*

- **Focus**: Enter in what this type of event will focus on. Helpful for clients to narrow down if they want a hitting vs pitching 
    - ***Note**: You can default this to "other" but this will appear as a filter option on your clients browse events*

- ***Buyer Limit:** This will allow you to control how many times a client can purchase the event* 
    - ***Note**: leaving this blank then the limit will be unlimited*
- **Private Event:** To hide an event from being registered by the general public, toggle Private Event to on.

**Schedule Tab**

- **Start Date :** The first day that you are opening registration for the event  
    - ***Note:*** If the start date is missing, the event will not populate an active schedule.
- **Weekly Availability :** Select all days of the week that the event is open for scheduling. These days will highlight in blue on the calendar.
- **Session Duration -** Set the duration of the each time slot. (i.e. 30 min or 60 min session)
- **Daily Time -** Set time frames for when the session is open for registration  
  Note: Select **Day Specific** if one day time frame is different from another.
- **Date-Specific Time:** Set the timeframe for a specific date that won't affect the general time
- **Blackout Dates:** Set event Blackout Dates for days meant to be unavailable for scheduling.
- **Scheduling Deadline:** Restricts scheduling based on a set amount of time before a session begins. This is not a required field, but select the box to customize Scheduling Deadline by the number of minutes, hours, or days before the session begins.  
  **Note:** This is set for client limitations. Staff/Admin have the ability to override this setting.
- **Scheduling Interval:** Choose how often people are able to book sessions between the set Daily Time. Give clients the option to book every 15 min, 30 min, or 60 min.
- **Scheduling Time frame:** The scheduling time frame sets restrictions on how far in advance clients can book. See notes below**:**  
    - - Admins and staff can override this setting via Point of Sale and Quick Schedule
          - If a 1 day scheduling time frame is set they will only be able to book for tomorrow
          - The time frame that's set is always based off of the day that you are currently in when the setting is input. Ex. A 2 week time frame set on March 29 would allow bookings between 3/29 - 4/12.
- **Cancellation Deadline:** Limit the amount of time a client has before the start of a session to cancel. This is not a required field, but select the box to customize Cancellation deadline by minutes or hours.

**Participants Tab**

- **Event Size:** Set the maximum amount of participants per session.
- **Gender:** Ability to select which gender the event applies to (Coed, Male, or Female), not a required field.
- **Age:** Set the minimum and maximum participant ages
- **Date of Birth:** Set a date of birth range that a client must be before, after, or in between in order to sign up for the event  
    - ***Note:*** The Age and Date of Birth fields will restrict registration for those who do not fall into the preferred ranges and you cannot use both fields at the same time.

**Staff & Resources Tab**

- **Staff:** Click the blue (+) button to select available staff members. 
    - To combine all listed Staff together per session, keep the drop-down set to All.
    - Changing the drop-down to Single would schedule a single staff member per session based on the listed priority order but clients would not have the ability to choose the staff member when scheduling.
    - If you select Allow client to choose staff, your clients will be able to select their preferred instructor from a drop-down menu.

- **Resources:** Click the blue (+) to add all individual Resources for this event. 
    - To combine all listed Resources together per session, change the Usage drop-down arrow from Single to All. Keep the Usage default setting is Single to keep listed Resources as individual options.

- - ***Note:*** *The Resources will be scheduled based on listed order and should be listed based on priority. Clients do not have the ability to choose a Resource when scheduling*.

![2023-08-22\_15-12-58](https://dbathubhelp.upperhand.com/hs-fs/hubfs/2023-08-22_15-12-58.png?width=688&height=363&name=2023-08-22_15-12-58.png)

**Pricing Tab**

- **List Price:** Type in price per session.   
  ***Note:*** *The default List Price allows for the purchase of 1-20 session credits.*
- **Free Event:** Allows the event to be priced completely free.
- **Processing Fee:** Provides an estimated total of earnings after processing fees are deducted. ***Disclaimer:*** *This is an only an estimated total based on the standard processing fee. If processing fees are different, this calculation will not be accurate.*
- **Package Pricing:** Click the 'Add Automation' button to create package pricing options. Set the quantity and pricing of each package option.  
  Note: Option Name is the backend name of the package. Cart Description is what the client sees in the cart checkout.
- **Payment Methods:** Select which payment methods your clients can choose during checkout (Card and Pay Later)  
  *Note:* This will override the default ones set in Business Settings.

**Marketing Tab**

- **Event Description:** The event description will be shown on the event page to give clients an in-depth understanding of what the event offers.
- **Event Image:** Add an image that best represents your event  
  ***Note:*** Images must be smaller than 3 megabytes and cannot be in a .pdf format.
- **Event URL:** Every event will generate a custom URL Link that can be copied from the Marketing tab.  
  Tip: Useful for Private Events to give specific access for registration.

**Registration Tab**

The registration section allows you to choose what information you would like to collect about athletes when they register for an event.

- Choose a Registration Field Category.
- Click the drop down underneath the category to see all options.
- After selecting a field, it will appear on the right side of the screen.
- To make a field required, click the check box next to the field, beneath the “Event Form Fields”, and your clients will be unable to checkout without first filling out this information.  
  ***Tip:*** Client contact information will be collected during account creation and can be viewed using Client Profiles; general contact information is not necessary for Registration fields

**Step 4: Click the Save button to save all changes. Click the Post button to make your event Active and open for registration.**

*Tip:* Be sure to click Save anytime you make changes or updates to your events, even after posting.

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