Home Setup & Configuration Creating Groups in Karmasoft: Link Classes, Workshops, and Products

Creating Groups in Karmasoft: Link Classes, Workshops, and Products

Last updated on Aug 21, 2025

Creating Groups

What are Groups?

Groups let you organize your offerings (like classes and workshops) and connect them to the right products or packages. They’re especially handy for restricting when/where a package can be used and for keeping attendance and payments tidy across different segments (e.g., regular classes vs. a long-running training).

Why Use Groups?

  • Link offerings to products – Associate specific classes or workshops with the correct packages.

  • Restrict package usage – Create time- or category-based access (e.g., Early Morning vs. Prime Time) so a 10-class card can work only where you intend.

  • Cleaner tracking – Separate attendance and payments for different programs, such as ongoing teacher training vs. drop-in classes.

Before You Start

It’s a good idea to create at least one Group early—many studios start with a simple “CLASSES” group—so you can assign it while setting up categories and schedules.

Create a Group (Step-by-Step)

  1. Go to Settings → Groups.

  2. Click + New.

  3. Enter a clear, descriptive name (e.g., Yoga Classes, Pilates, Early Morning).

  4. Click Save.

That’s it—your new Group is ready to assign to classes, workshops, and related products.

Practical Examples

  • Time-based access: Create two groups—Early Morning and Prime Time—then issue different 10-class cards for each, or one card that’s valid in both.

  • Modality separation: Use separate Yoga and Pilates groups to charge and report on each stream independently.

  • Programs vs. drop-ins: Keep a Teacher Training group distinct from regular classes so attendance and payments don’t mix.

Tips for Clean Setup

  • Keep names short and specific (e.g., “AM Classes,” “Workshops”).

  • Match product names to Group names where possible to make reporting intuitive.

  • Review Groups whenever you add a new category, workshop, or package.

FAQ

Yes, at least one is recommended so you can assign it to classes and packages as you build your system.

Yes. You can issue a package that’s valid for one Group, multiple Groups, or all relevant Groups—giving you precise control over access.