Create a workshop end-to-end. Five steps for Single-Session and Varied Multi-Session, six for Cohort Multi-Session.
For picking the right type before you start: Workshop Types.
Open the builder
Admin → Workshops → + Create Workshop.
Step 1 — Workshop Details
- Title — what learners see.
- Workshop Type — Single-Session / Varied Multi-Session / Cohort Multi-Session. Locked after creation.
- Description — short, specific.
Step 2 — Session(s)
Click Create Session (or + Add New Date) to open the session side panel.
| Sub-step | What to set |
|---|---|
| Location | Online (Zoom / Google Meet / Teams / Custom URL) or In Person (venue). Online includes an Automated Attendance for Guest Users toggle. |
| Facilitator Details | Pick a Saved Facilitator or add New (Name required; photo 800×800; Role, Bio optional). |
| Date & Time | Day, start, end, timezone. |
| Review | Confirm, Save Session. |
Step 2.5 — Cohorts (Cohort Multi-Session only)
Appears only for Cohort Multi-Session, between Session(s) and Audience.
- Click + Add Cohort.
- Name the cohort (what learners see at registration).
- For each session in the sequence, set date, time, facilitator, location.
- Save. Repeat per cohort.
Step 3 — Audience
- Audience Segmentation — scope Explore visibility to matching users.
- Show in Explore — on = searchable; off = only via Assignment or Share.
- Add Category — tag for browsing.
- Extend Access — Primary Instance / Extend Instances / Primary & Extend.
Step 4 — Settings
Ratings, Comments, Surveys, Completion Certificate, Collaborators, Allow Retaking (+ Require attendance before retaking), Enable Related Workshops. Details: Workshop Settings.
Step 5 — Notifications
Click + Add Notification. Per notification: name, timing (User Registers for Workshop or Workshop Session Starts/Ends), channels (Email / Slack / In App). Details: Adding Custom Notifications to Workshops.
Buttons at the bottom
- Save as Draft — save without publishing.
- Previous / Next — step navigation.
- Create (new) / Update (edit) — finalize.
- Cancel — discard changes.