Events & Classes

Run paid classes, range days, and private lessons directly from your store. Sell seats with inventory tracking, capture digital waivers, email reminders, and give attendees a self-service registration dashboard — all without leaving the admin.

Features

Prerequisites

Before setting up, you need:

• Events & Classes plugin activated from Plugins > Marketplace
• (Optional) Customer Accounts enabled in Settings > General so customers get the “My Registrations” card on their account page

Setting Up

1. Navigate to Plugins > Marketplace
2. Find Events & Classes
3. Click Activate
4. Navigate to Plugins > Events
5. Click Add Event to create your first class
6. Add the Events sections to your theme through the visual editor (see Theme Integration)

Event Types

Behind the scenes each event is backed by a regular product (product_type = 'event'), so cart, checkout, Fortis payment, tax, and receipts use the same flows as any other product. The backing product is hidden from the catalog — the only purchase path is the event page.

Creating an Event

1. Plugins > Events > Add Event
2. Fill in:
   • Title, description, cover image — what shoppers see in listings
   • Type — single or bundle (see above)
   • Instructor, location, timezone, address — shown on the detail page
   • Minimum age, difficulty level, what to bring — optional metadata
3. Add sessions — each session needs a start/end datetime, capacity, and price (for single-type events)
4. Waiver (optional) — toggle Require waiver and provide the waiver text
5. Limit to one seat per order (optional) — toggle this if you want each attendee to check out separately so everyone signs their own waiver
6. Status — draft (hidden), published (live), cancelled, or completed
7. Save

Recurring Series

Use Generate recurring… inside the event form to create N weekly occurrences at once (e.g. every Tuesday at 6 PM for 6 weeks) — you give it a start date and time, an end time, a number of weeks, a capacity and a price. This produces N independent single events — no runtime recurrence logic, so future edits only affect the class you edit.

Tiered Pricing

To offer General / Member / VIP price tiers on one event, edit the backing product’s variants after the event is created. The tier label appears on the roster next to each attendee.

Waivers

Events flagged Require waiver collect a digital signature from every attendee.

1. After checkout, the attendee sees a “Sign waiver” button on the order confirmation page and on My Account > My Registrations.
2. A modal opens with the waiver text and a signature pad.
3. The signed snapshot, signature image, IP address, and timestamp are stored on the registration record.
4. Admin can view/download the signed waiver PDF from the roster.

If an attendee can’t sign at checkout (email order, admin-created registration, etc.), use Email waiver link from the roster row’s action menu to send them a direct link to the sign-waiver modal.

Email Reminders

Automatic reminders go out before each session:

Reminders are sent automatically — no manual intervention needed. A scheduled job checks every 15 minutes for sessions entering a reminder window.

Events Settings

Reminders are configured for the whole store, not per event. Click Settings on Plugins > Events:

Cancelled registrations stop receiving reminders, and a reminder already delivered for a given window won’t fire twice for the same session.

Roster Management

Navigate to Plugins > Events, click an event, and open the Roster tab.

Per-Attendee Actions

Export

Export CSV downloads the active (non-cancelled) roster with name, email, phone, session, tier, waiver status, and check-in timestamp.

Moving an Attendee

When a customer can’t make their class, admin can move them to another event instead of refunding.

1. Click the row’s action menu → Move to another event
2. Pick the target event (and session for single-type events)
3. Optionally add a reason — it’s saved to the registration’s internal notes
4. Confirm

The system atomically frees the source seat, claims a seat on the target (refusing if sold out), and rewrites the registration’s event/session. No money moves — for price differences, handle the refund or invoice manually.

Cancelling a Registration

Admin cancellation from the roster frees the seat immediately and emails the attendee. Refunds are not processed automatically — the admin decides whether to refund based on the event’s cancellation policy and timing.

Customer Experience

Registration

1. Customer visits /events or lands on an event via an Event List / Carousel / Hero section.
2. Clicks Reserve my seat — the seat is added to their cart.
3. Completes checkout like any other product.
4. On the order confirmation page, signs the waiver if required.

My Registrations

Logged-in customers see a My Registrations card on their /account page (auto-appears when customer accounts are on and the plugin is active). Per registration they can:

• Download the signed waiver PDF
• Add the session to their calendar (.ics file)
• Sign the waiver (if required and not yet signed)
• Cancel the registration (within the cancellation window — event’s published policy text is shown inline)

Cancellation frees the seat on the source event. Refunds are handled per the event’s published policy, not automatically — the customer sees a note explaining that.

Cancellation Policy

Each event has two settings that govern cancellations:

After the window passes, the Cancel button on My Registrations disappears. Customers can still contact you directly and admin can cancel from the roster.

Deactivating an Event

To hide an event from the storefront, change its Status to anything other than Published. The storefront uses a strict status = 'published' filter, so:

The backing product’s status doesn’t need to change — events aren’t rendered from the product index and the only purchase path is the event page, which respects the Event status.

Past-event registration is also blocked automatically — once a single-event session’s start time has passed, that session is removed from the picker; once a bundle’s first session has started, the whole event shows a “This event has ended — registration is closed” state.

Theme Integration

Four sections ship with the plugin, three of which appear in the visual editor’s Add Section picker without any theme-file changes. Each section has the same container / padding / margin settings and honors the current theme’s colors and fonts.

The /events and /events/{handle} templates are auto-injected into every theme the first time they’re hit, so storefronts work out of the box.

Troubleshooting

Event not showing on the storefront

Symptoms: Event exists in admin but doesn’t appear in listings or via direct URL.

Solutions:

• Confirm Status is Published
• Confirm at least one session’s start time is in the future (/events hides ended events)
• For bundle events, confirm the first session hasn’t started yet — in-progress bundles are filtered out
• Clear the upcoming-events cache by saving any event (the observer busts the team’s cache)

Customer can’t register

Symptoms: “Reserve my seat” button missing or registration returns an error.

Solutions:

• Event status isn’t Published — change it
• Event has ended — the form is replaced with an “ended” message by design
• Session is sold out — backing product stock hit zero
• Event is marked Limit to one seat per order and the customer already has it in their cart

Reminders not sending

Symptoms: No reminder email arrives 24h or 1h before a session.

Solutions:

• Open Plugins > Events > Settings and confirm Send 24-hour reminder / Send hour-of reminder are on
• Check the registration isn’t cancelled
• If a reminder was already delivered for that window, another one won’t fire for the same session
• If you set a custom From email, confirm its domain still has branded email enabled

Waiver PDF not generating

Symptoms: Download link returns an error.

Solutions:

• Waiver must be signed (waiver_signed_at is set) before the PDF is available
• Confirm Browsershot is installed and functional — it’s what renders the HTML waiver to PDF
• Check that event.waiver_content isn’t empty

Related Documentation

• Theme Sections - Adding sections to your theme
• Customer Accounts - Enabling customer login so attendees get the My Registrations card
• Order Management - How event purchases flow through the order system