How to Set Up and Manage Group Training Sessions with Ease

October 27, 2025
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How to Set Up and Manage Group Training Sessions with Ease

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Experience Better Practice Management Today!

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At a Glance

Group training sessions can change how you connect with patients. They build community, create new income streams, and help patients get more value from your care. 

The real challenge isn’t teaching but setting things up in a way that doesn’t add more to your plate. Manual sign-ups, empty or overbooked classes, and chasing payments can quickly turn a good idea into more work.

After working with hundreds of practitioners, I’ve seen the significant impact that the right setup can have. So, here’s what we’ll discuss today:

  • How group sessions strengthen relationships and grow revenue.
  • What usually goes wrong and why many clinics struggle to keep classes running.
  • Simple ways to set up and manage group training sessions and control attendance.
  • Step-by-step instructions to add classes and get them on your calendar.
  • Practical tips to keep sessions complete, organized, and stress-free.

Let’s start with how these group sessions benefit your practice.

How Can You Strengthen Practice with Group Training Sessions

Group sessions can do much more than fill your schedule. They bring people together, support patient progress, and give your clinic room to grow in simple, practical ways. Here’s how they help:

1. Build Stronger Patient Relationships

When people learn and recover together, they share progress, encouragement, and accountability. It transforms your clinic into a supportive community, rather than just a treatment space.

2.Add New Income Streams

Classes, workshops, boot camps, and seminars let you help more people at once. You earn more without taking extra one-on-one appointments or adding hours to your week.

3.Position Yourself as an Expert

Leading structured sessions demonstrates that you’re skilled in treatment and dedicated to teaching and guiding patients long-term. It strengthens trust and sets your clinic apart from the competition.

My personal anecdote:

A clinic where I worked started hosting small posture workshops once a month. Within six months, those classes became one of their biggest referral drivers. Patients invited friends and family, building trust and bringing in new patients who felt connected before their first visit.

What’s Stopping Most Clinics from Running Group Sessions?

The training sessions are great on paper, but clinics get stuck even before starting the program. The idea seems perfect initially, but logistics become a nightmare without a clear-cut system.

The overall trends that I observe through many such sources are:

  • Manual booking causes mistakes. Sign-ups through paper lists or emails often result in double bookings, missed names, or ongoing corrections for patients.
  • No capacity management causes hardship. Without a cap on the number of attendees, sessions are either overcrowded or go half-empty, which damages the experience and your income.
  • It is challenging to monitor payments and attendance. Attempting to monitor who attended and who has paid tends to involve rummaging through several spreadsheets or reading messages from various staff members.
  • Too many disparate tools make things sluggish. Moving between standalone sites for booking, payments, and reminders takes time, creates opportunities for errors, and slows down the business.

These dilemmas have the same outcome: you devote more time to controlling the process than leading the session.

How Does Noterro Make Group Sessions Easy

The group training session plan requires coordination, which is facilitated by the right system. Noterro does it all for you with its Classes feature so you can plan, schedule, and manage classes without tabbing between programs. Here's how it does:

1. Create Classes Fast

When you fill out the title, category, and session type, a new class takes a few minutes to create. Once saved, it is live on your calendar for patients to schedule. This arrangement organises all details, such as time, length, and description, for you and your patients.

2. Online Booking

Rather than emailing or calling, patients book online directly from your online booking page. It saves admin time, prevents double bookings, and frees up your staff members for other matters. Patients have instant confirmation when their spot is booked.

3. Participant Management

You have the option of setting the number of participants allowed per class. When full, new registrations automatically stop, as managed by the system. This keeps classes organised, prevents overcrowding, and enables you to provide a better experience for all participants.

4. Reminders and Invites

Automated email, SMS, and call reminder and invitation confirmations are sent to all attendees at the specified time. This eliminates no-shows and keeps your schedule on schedule. Reminders can even be customized for special details, such as what to expect or when to arrive.

Here’s something chiropractors find helpful: How Chiropractors Can Reduce No-Shows with Effective Follow-Ups

5. Monitor Attendance

At the end of each session, you can note who was there and who was not. Attendance is automatically saved, allowing for easier tracking of trends in participation and planning subsequent sessions based on what is best for your patients.

6.Unified Billing

Payment, deposits, and memberships are all managed in a single location. Everything links directly to the class record, so at all times, you have a clear indication of which sessions have been prepaid. This eliminates data reconciliation between individual billing tools.

7.Team Access

Admins and staff can manage bookings, update student attendance, or make payments from their accounts. This means that anyone at the clinic can assist with scheduling and communication while ensuring that information is kept up-to-date and accurate.

These collectively eliminate the tedious effort of hosting group sessions with one streamlined system that is easy to use and quick to learn.

Also read: Top 8 Payment Processing Tools for Healthcare Clinics

How to Add a Class or Group Booking in Noterro

Setting up a class in Noterro takes only a few minutes. Once it’s created, you can easily add it to your calendar and start accepting bookings. Here’s how to do it:

Adding a New Class

  • Log in as the Admin and click on the Gear icon in the top right corner of your header. Go to Base Setup.

  • Select Service and click Add New. You can now select an existing category or create a new one if necessary.

  • Now, you have to choose a category. Enter the class name to add a new category for group sessions.

  • Select the “Class/Group Booking” option to make it available for multiple participants.
  • Add the maximum number of participants you’d like to allow.

  • Add the maximum number of participants you’d like to allow.
  • Fill out the remaining fields, including duration, price, and description, and then click Save.

Your new class is now ready to be scheduled. So, let’s see how to do that.

Adding a Class to the Calendar

Once a class is created under services, you can add it to a practitioner’s calendar so patients can book directly.

  • Click on the Calendar.
  • Select Class from the options at the top of the booking form.
  • Choose the correct class from the Service dropdown.
  • Fill in the remaining details, such as date, time, and practitioner, and click Add.

The class will now appear on your schedule and in your online booking system. Patients can register immediately, and all attendance and payments will be automatically tracked once the session begins.

What’s the Smartest Way to Run Group Sessions Smoothly?

Once your classes are established, some small routines can significantly impact how smoothly your training session plan runs. The ideal is for sessions to be organized, routine, and simple for you and your students. Here are some best practices:

  • Set clear expectations: Ensure the patient understands what they are getting into before scheduling them. Identify specifics such as class size, schedule, and what students should arrive with. Explicitness of communication bolsters credibility and avoids last-minute misunderstandings.
  • Automate reminders: Utilize reminders to confirm bookings, send session instructions in advance, and prevent no-shows. If patients regularly receive standardized updates, the turnout rate increases, and the time spent on manual follow-ups reduces.
  • Plan for the future using attendance data: Having an overview of attendance over time enables you to discern which classes have the highest demand and which need revision. Based on that, fine-tune your schedule and provide more of what your patients appreciate. In Noterro, you can create a custom report in the ‘Report’ section to track Class no-shows.
  • Balance your offerings: Not all sessions have to be the same theme or level of intensity. Create a schedule that includes a variety of lessons, such as workshops, recovery sessions, or brief group sessions, to keep patients engaged and returning for more.

Running group sessions consistently takes a bit of structure, but once you have the system in place, it is second nature. You'll know what works and what doesn't, and how to ensure that any class is well-organized and fully attended.

Conclusion: Simplifying Group Sessions

Group sessions are the simplest method for growing your clinic and reaching out to more patients at once. They increase retention, open up new revenue streams, and keep patients active in their care.

Clinics tend to be held back by the level of coordination involved. Following bookings, attendees, and payments all at once can be overwhelming. Noterro helps by putting everything into a single system so that you can run classes, follow participants, and have payments correct without introducing further admin time.

When things go smoothly, group sessions are less about logistics and more about providing patients with a regular experience that they crave.

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Nick Gabriele

Nick Gabriele

Director, Noterro

Nick Gabriele, Director, Noterro, has been leading the company to greater heights since May 2012. With his vision and 10+ years of expertise, Noterro has become a leading practice management software that offers users an innovative platform for storing notes, tracking appointments, and managing their practice.

Noterro was born out of the need to create a more efficient way to manage paper charts at Ontario College of Health and Technology, which Nick owned.

For nine years, he has performed Independent Medical Evaluations, which allowed him to sharpen his skills in assessing and providing solutions to various health-related issues. With a strong background in rehabilitation settings, including Chiropractic, Physiotherapy, and Massage Therapy, Nick has also garnered a wealth of experience in his field.

Furthermore, Nick has a knack for passion and proficiency in education that has also led him to work in private education for over 20 years. This invaluable experience has enabled him to develop a deeper understanding of how to deliver top-notch training and support to individuals and organizations alike.

In addition to his professional achievements, Nick is an active speaker and has participated in several webinars and podcasts on topics related to electronic record-keeping and practice management. He also has written a plethora of leadership articles on tech topics, including "Charting in the electronic age," "How to Leverage Practice Management Software." His work has been featured in top industry publications, such as Hamilton News. Nick’s insights also have been cited in notable Podcasts like Business Blueprint and Practiciology.

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Get started with
Noterro today!

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice
calendar date picker

Get started with
Noterro today!

Run your practice with less stress and more control.

No credit card required. Available 1-on-1 support.

Invoice

Get started with
Noterro today!

Run your practice with less stress and more control.

No credit card required. Available 1-on-1 support.

calendar date picker
invoice