Setup example · Seminars
Organize in-person and online seminars with ease
In a seminar room or live by video: use courseplanner to organize dates, places and bookings. Run online seminars with your own tool, such as Zoom or Microsoft Teams. For advanced offers, you can personally approve access first.
Explore the setupIn-person and online seminars in one calendar
A screenshot will show an in-person introductory seminar, an advanced seminar with access on request and an online evening seminar. The online session’s details show its delivery type; joining details do not appear in the public description.
More ways to use this setup
Adult education & business training
Plan open learning evenings or workshops with a clear audience and fixed capacity. Each independent session has its own booking.
Teacher, product & customer training
Explain required knowledge and use personal approval for an advanced option when needed. This example organizes attendance; it does not generate exams or certificates.
Coding & software workshops
For practical work on participants’ laptops, the IT example includes preparation instructions and a live online advanced course.
Coding & IT courses →Coaching & mentoring
Combine scheduled one-to-one sessions with a group workshop. Joining details for online sessions are supplied after confirmed booking.
Coaching & mentoring →01 / What your offer needs
What your offer needs
Offer in-person and online sessions
An introduction in your seminar room and a compact online evening session: create a course with its own time and capacity for each format.
Your tool. Your online seminar.
Create the meeting in your video-conferencing tool. Add its link and, if needed, an access code and password to the course’s participant notes.
Joining details after a confirmed booking
For a paid online session, customers receive the participant notes with their booking documents after successful payment and a confirmed course booking. Access approval alone does not replace this step.
02 / Setup example
How your offer could be structured
A practical starting point for your own setup. Names, times, capacities and conditions are example values.
Introductory seminar
- Date / period
- One scheduled event
- Capacity / allowance
- 20 places
- Booking option
- Paid single booking
- Access
- Direct booking
- Setup note
- Explain the content, venue and scope in the description.
Advanced seminar
- Date / period
- A separate event
- Capacity / allowance
- 20 places
- Booking option
- Dedicated paid single booking
- Access
- Access on request
- Setup note
- Personal review before approval; purchase and place booking remain separate.
Online evening seminar
- Date / period
- One evening · 6–7:30 pm
- Capacity / allowance
- 20 online places
- Booking option
- Dedicated paid single booking
- Access
- Direct booking · attend by video
- Setup note
- Set the course to online. Create a meeting in your own tool; add its link, access code and password to participant notes, not the public description.
03 / Explore the setup
Four steps to your setup
Set up in-person or online delivery
Add the provider and a suitable location for in-person, online or mixed delivery. Select the appropriate delivery type for each course.
Create open and request-based options
Create direct single-booking options for the introduction and online evening seminar, plus a separate request-based option for the advanced seminar. Personal approval remains separate from purchase and booking a place.
Add dates and joining details
Create the courses with twenty places each and assign their booking options. Create the online meeting in your own tool and add its link, access code and any password to the participant notes.
Review booking and participation details
Use prepared example data to check that the delivery type is clear and that the valid ticket for the booked online session shows the correct joining details. Buying a punch card or subscription separately without booking a session is not enough.
Configure the advanced option
A screenshot will show access on request, instructions for a personal review and the fixed single-booking price.
04 / The participant experience
The participant experience
Book an online session
The participant selects the online evening seminar and buys its single booking. Payment and the course booking must be successfully confirmed.
Receive joining details
The participant notes are provided with the booking documents. The valid ticket shows the meeting link and, where needed, the access code and password.
Join the online seminar
At the scheduled time, the participant opens the link and joins your meeting in the chosen video-conferencing tool. You run the seminar there yourself.
From an online booking to the meeting
The clip will show a prepared, confirmed online booking and open its valid ticket with an example meeting link, access code and password. It will then explain moving to the external video-conferencing tool. Recording will not trigger a real payment or join a real meeting.
- Open a confirmed online booking
- View joining details in the valid ticket
- Explain moving to your video-conferencing tool
Variations and important distinctions
Video conferencing with your own tool
Organize the meeting yourself, for example in Zoom or Microsoft Teams, and add its joining details to courseplanner. Participants book through courseplanner and attend the live event in the external tool. You manage that tool’s account, settings and any fees separately.
A multi-day seminar
An offer can be described as one multi-day event. This is not a flexible block assembled from independently linked course bookings.
Booking organization rather than a learning platform
Learning content, exams, certificates, automatic prerequisite checks and consolidated business invoicing are not part of this workflow.
Questions about this example
Does the app automatically check completion of the introduction?
No. In this example the provider personally checks the requirements and can then approve access to the advanced option.
Does approval mean a seminar place is booked?
No. Approval grants access to the booking option. Purchase and booking a specific event are separate steps.
Can the advanced seminar have a fixed price?
Yes. Access on request can be combined with a paid single-booking option. Approval does not automatically make the offer free.
Can I run online seminars using Zoom or Microsoft Teams?
Yes. Set the course to online and create the meeting yourself in your video-conferencing tool. Add the meeting link and any access code or password to the participant notes. courseplanner does not create or host the video conference itself.
When do customers receive the link and password?
For the paid online session shown here, they receive them through the booking documents after successful payment and a confirmed course booking. The notes are also available in the valid ticket. Put joining details in participant notes, not the public description. Buying a punch card or subscription without booking a specific session does not send access to a session.