Innform's booking engine is built into both calls (online meetings) and on-site training sessions. It gives admins full control over scheduling, capacity, waitlists and attendee management — while giving learners a clear, structured experience when they're assigned to a session with multiple options.

This article covers everything you need to know about creating and managing bookable sessions.

Go to Create > Live Sessions > Create content and choose either Call (online meeting) or On-site training.

Set up the basics first: title, description, cover image, category, and — for calls — your meeting provider (Zoom, Microsoft Teams or a custom link).

Every session is built around one or more timeslots. This is where the booking engine starts.

If your session happens once at a fixed date and time, simply add one timeslot. Set the start date, end date, start time and end time. Learners assigned to the session are booked into this single slot.

If you want to offer the same session across multiple dates or times — for example, the same onboarding call running on Monday and Thursday each week — you can add as many timeslots as needed. Each timeslot is independent with its own date, time, capacity and waitlist settings. In the Live Sessions list view, all timeslots for the same session are bundled together so admins can manage them without clutter. Learners are assigned to a specific timeslot, not the session as a whole.

📸 [ INSERT SCREENSHOT: List view showing a session expanded with multiple timeslots (Timeslot 2, Timeslot 3) visible below the main row ]
​ File: Screenshot_2026-04-22_at_09_26_13.png

For sessions that repeat on a regular schedule, you can set up recurring timeslots instead of creating each one manually. Choose your recurrence interval (daily, weekly, or custom) and the system will generate the timeslots automatically. This is particularly useful for regular team calls, weekly check-ins or monthly training days.

For each timeslot you can optionally set a user limit — the maximum number of learners that can be booked into that slot. Once the limit is reached, no more learners can be added unless someone is removed or the limit is increased.

The booking count is visible in the Live Sessions list (shown as X/Y, e.g. 1/1 bookings) so you can spot full sessions at a glance.

When a user limit is set and a timeslot is full, you can optionally activate a waitlist for that slot. Learners who are assigned once the session is full will be placed on the waitlist rather than being turned away.

The waitlist is visible in the session detail overlay under the Attendees tab. Admins can:

Waitlisted learners are notified when they are moved to a confirmed spot.

📸 [ INSERT SCREENSHOT: Attendees tab showing a booked attendee with "Assigned" badge and a user on the waitlist below ]
​ File: Screenshot_2026-04-22_at_09_27_52.png

Open any timeslot from the Live Sessions list or calendar to access the Attendees tab in the session overlay. From here you can manage all bookings for that specific timeslot.

Click + Assign next to a timeslot in the list view, or use the Attendees tab in the overlay, to assign learners directly to a specific timeslot. You can search by name or filter by group or property.

In the Attendees tab, find the learner and cancel their booking. They will be removed from the session and notified. If a waitlist is active, you can promote the next person in line to fill the spot.

If a learner needs to switch to a different timeslot of the same session, use the rebook option. This moves them from their current timeslot to the new one without needing to manually cancel and re-assign.

After an on-site session has taken place, admins need to record attendance manually:

For sessions inside a Blended Learning path, attendance is handled automatically — the learner is progressed to the next element without the admin needing to mark them manually.

For online calls, attendance is tracked automatically based on joining the call.

Sessions with multiple timeslots can be added directly into Learning Paths, Blended Learning sessions and Onboarding automations. When a learner reaches that step, they can select their preferred timeslot — giving teams flexibility without requiring admin intervention for every booking.