Sawyer

Dana Browne

Angel Horowitz

Shaney Thrasher

Schedules and Listings

Learn how to edit a student’s enrollment, adjust attendance for specific days, and remove students from rosters in Sawyer.

Managing Student Enrollment on the Roster

Viewing Student Information on the Roster

Adding Class Notes to a Roster

Roster Details & View

Transfer Audit History

Learn the difference between single-day and multi-day transfers, when to use each option, and how the software tracks these changes on rosters and in client communications.

Overview of Single Day and Multi Day 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

Learn how to offer free trials for your activities, set up automatic follow-up emails for trial attendees, access reporting data, and manually grant additional trials to customers.

Free Trial Setup and Management

Learn more about setting up free trials for your activities. 

Free Trials

Booking an Appointment on Behalf of a Customer

Viewing Appointments on the Upcoming Calendar

Create an Online Appointment

Appointment Settings

Managing Appointments

Appointments Rosters

Create and manage appointments in your scheduling system—set up one-time or recurring appointments, define availability, pricing, and booking rules for both in-person and online sessions.

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

Learn how to use Zoom for your online activities, including creating a free account, scheduling live sessions, adding meeting links to Sawyer, and recording.

Using Zoom

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

Create, manage, and track electronic signatures for waivers, releases, and agreements. Learn how to set up agreements, assign them to clients and participants, and view signed documents in customer profiles…

Using E-Signature Agreements

Learn how to create an activity in Sawyer from your Listings tab or while building a schedule, plus tips for writing titles, descriptions, and hashtags that help families find your…

How to Create an Activity

Set up physical and virtual locations for your activities, and optionally manage total capacity across all activities at each location per day.

Adding Locations & Managing Location Capacity

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

Learn how to create custom form fields, manage client responses, complete forms as a family, and access form field data across your Sawyer account.

Form Fields Guide

Learn how to set up a form field in Sawyer that asks each registrant for their own preference, such as a t-shirt size, during event sign-up.

How to Collect Participant Preferences

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

Form Fields

Learn how to create a semester, add activities, configure pricing, set up multiday scheduling, and customize advanced settings — all in one place.

Semester & Activity Guide

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

Widget Tags

Learn how to offer pod learning activities through Sawyer using Semesters, Camps, Appointments, or Parties, and list them on the marketplace to reach parents.

Pod Learning: Strategy & Setup

Sending a Registration Link to a Customer

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

Learn how to set up and manage add-ons—including fees, extended services, and optional items—to customize activities and boost revenue.

Add-Ons Overview

How to Close Registration Early

Editing Schedules & Other Features

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