Setup Class Batches
A class batch is a saved group of clients who attend together, such as a term-long course, a school group or a corporate cohort. Instead of adding the same people to every session one by one, you add the batch, and all its participants are booked into the class at once.
Prerequisites
You are the account Owner or an Administrator, and the participants exist as clients.
Create a batch
- Go to Settings > All Settings, and under Schedule click Class Batches.
- Click Add New Batch.
- Enter a Name (for your reference only), for example "Pilates Core beginners term".
- Optional: set a Start Date and End Date for the period the batch runs.
- Under Participants, click Add Participant, search for clients and add them.
- Click Save.
Add a batch to a class
- Open the class (View Class Details), or use the row menu in the class service's Classes tab.
- Click Add Batch.
- Choose the Class Batch. Optional: Add to this and Future Classes for every later session of a recurring class, and Apply Credits.
- Click Save. Every participant in the batch is added to the class.
Manage batches
The Class Batches list shows each batch's Name, # Participants, Start Date and End Date. Use Search Class Batches to find one, Edit Batch to change members, and Delete Batch to remove it.
To take a batch out of a class, use Cancel Batch or Cancel Batch (Future) on one of its participants in the class.
Tips
- Participants are added when you add the batch to a class. If you add someone to the batch later, add them to classes already scheduled with Add Participant.
- Combine batches with bulk class notifications so each participant gets one summary instead of a message per session.