Sawyer

Dana Browne

Angel Horowitz

Shaney Thrasher

Schedules and Listings

Adding Add-ons From the Roster

Removing a Student from the Roster

Editing Student Enrollment from the Roster

Viewing Student Information on the Roster

Adding Class Notes to a Roster

Roster Details & View

Transfer Audit History

Overview of Single Day and Multi Day Transfers

Email Confirmations for Transfers

Transfer for a Multi Day Class or Full Enrollment

Transfer to a Single Day

Booking Management

Learn how to create cancellation policies, apply them to scheduled activities and appointments, and manage them throughout their lifecycle.

How to Create & Apply Cancellation Policies

Learn how to add cancellation policies to your activities in Sawyer! 

Cancellation Policies

Free Trial Offers Training Video

Free Trial Setup and Management

Free Trials FAQ

Learn more about setting up free trials for your activities. 

Free Trials

My activity/listing is not displaying in the Appointments editor. Why?

How to reschedule appointments

Appointments Training Video

Booking an Appointment on Behalf of a Customer

Viewing Appointments on the Upcoming Calendar

Appointments FAQ

Create or Edit an Appointment

Create an Online Appointment

Appointment Settings

Managing Appointments

Appointments Rosters

Creating and Editing Appointments (One-Time, Recurring, and Online)

Managing Appointment Rosters: Viewing Upcoming Appointments &  Booking / Rescheduling for Customers

Discover how to create and manage appointments using Sawyer.

Appointments

Email Authentication Settings for Online Activities

Zoom FAQ

Sawyer Online Education Guide

Creating and Editing Online Activities

Tagging Online Activities

Online Activity Automatic Emails and Messaging

Special Online Activity Roster Features

Learn how to set up, manage, and use Sawyer to make teaching online activities seamless. 

Online Activities 

Waitlist 2.0 Management Notifications

How to Invite a Customer to Register from the Waitlist 2.0

Adding a Customer to the Waitlist 2.0

Waitlist 2.0 Overview and Settings

Where To Find Waitlist Reporting

Add Students to a Waitlist

How to Use Waitlists

Learn how to master the waitlist features available on Sawyer Tools. Check out articles on setting up waitlists, waitlist confirmation emails, waitlist reports, and more! 

Waitlists

Using E-Signature Agreements

How to Create an Activity

Adding Locations

Activity Hashtags

Activity Best Practices

Enable Dynamic Location Capacity

Dynamic Location Capacity FAQ

This section of Sawyer Tool is the first step to creating a schedule. The goal is to build out the Listings section to the best of your ability as you will be pulling from these ‘folders’ when you create your schedule.

Listings

Using Form Fields for Policies and Waivers

HTML Formatting in Form Fields

Form Fields 101

Accessing Form Field Responses

Set up custom fields to collect additional information when clients register for certain activities

Form Fields

Pricing Options for Camps and Semesters

How to Set Up a Multiday Activity

How to Create a Semester

How to Add an Activity to a Schedule

Semester Pricing Options

Add Activity: Advanced Settings

A Semester time frame is a weekly schedule that has a determined starting week and repeats for a specified number of weeks. This is the most common scheduling type used within Sawyer. You will create your schedule first based on a timeframe and add your activities and specific activity details to the time frame. In Semesters, the activity occurs once a week over multiple weeks. Do not get discouraged by the word “Semesters” - it simply means a longer block time in which you hold multiple activities. 

Semesters

Learn how to create camp timeframes, set up activities with pricing and add-ons, collect weekly deposits, and transfer campers between weeks in Sawyer.

How to Create & Manage Camps in Sawyer

Camps or Events are used when an activity occurs on consecutive days at the same time and place or one-off events and workshops. You will select each individual day vs. creating a larger block of time with a start and end week. You can also edit specific camp details here such as day of the week, time, price etc by going to Camps/Events, clicking into a red scheduled activity and clicking edit.

Camps/Events

How to Copy Your Schedule

Editing Capacity by Day: "Single Instance" Edits

Tagging Activities That Support Pod Learning

Widget Tags

How to Support Pod Learning Through Sawyer

Pod Learning FAQs

Sending a Registration Link to a Customer

Payment Plans Overview

Payment Plans

Delete a Scheduled Activity

Hide a Schedule or Activity from the Widget

Rescheduling Classes

Scheduling Adjustments

Marking a Holiday/Closing on a Time Frame

Add-Ons Overview

Visibility into Add-ons

How to Close Registration Early

Editing Schedules & Other Features

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