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Setup Classes

A class has two parts. The class service describes what you offer: name, price, credits and the usual number of places. The class sessions are the dated occurrences on your calendar, such as "Morning Yoga Flow, Monday 7:00 AM with Sofia". Create the service once, then schedule as many sessions as you need, one at a time or as a recurring series.

Available withBookingsIncluded in the Complete plan.Plans and modules
Prerequisites

Your instructors are set up as team members. See Setup Team Member Profile.

Step 1: create the class service​

  1. Go to Catalogue > Services and click Add Service.
  2. In Basics, choose Service Type Class or Group Event and enter the Name, Description and Categories.
  3. In Staff and location, pick the Staffs (instructors) and set Number of Participants: the default capacity for each session.
  4. In Duration and price, set the Duration (Minutes) and Selling Price, with an optional sale price. Turn on Variants to run the class in several lengths or prices, for example 45 and 60 minutes; you pick the variant for each session when you schedule it. Turn on Credits per booking for clients who pay from a credit balance; class packs (session packs) always use 1 session. See Service Pricing.
  5. In Online Booking, turn on Allow Online Appointment so clients can book online, and Accept Payment Online to charge at booking. Choose Deposit only under Collect online to take a deposit instead of the full price.
  6. Click Save.
Service Detail form with Service Type Class or Group Event for Sunset Yin Yoga, showing the Basics, Staff and location, Duration and price and Online Booking cards

Step 2: schedule sessions​

  1. Open the class service and go to the Classes tab, then click Add Class. You can also use Appointments > Add New > Class.
  2. In Add new Class, choose the Class, the Variant if the class has variants, the Staff and the Number Of Participants for this session.
  3. Pick the Date and Time. The Price line shows what this session costs, including any peak price at that time and the tax. The price is fixed when the session is created.
  4. For an online class, turn on Is this an Online Class? and enter the Online Class Link and, if needed, the Online Class Passcode.
  5. For a series, turn on Recurring? and choose the Recurring Type:
    • Daily: Repeat times up to 31.
    • Weekly: Repeat times up to 52 and Select Day(s), for example Monday, Wednesday and Friday.
    • Monthly: Repeat times up to 12 and Select Date(s).
  6. Optional, under Advanced Settings: Close class registrations, [n] minutes in advance, Allow clients to cancel classes [n] minutes in advance and Hide staff name for class. These override the defaults in Appointment Settings.
  7. Click Save. You see "Class created successfully!".
Add new Class form with class, staff, number of participants, date, time, the online class toggle and the Recurring weekly options

Manage scheduled sessions​

The service's Classes tab lists every session with its Schedule, Participants (booked of total), Staff and Status (Scheduled, Rescheduled, Completed or Cancelled). Filter with Date Range and Filter by status. From a row's menu:

  • View Class Details to see and manage participants. See Manage Class Participants.
  • Edit Class to change the time, instructor or capacity. Changing the time reschedules it.
  • Add Participant or Add Batch.
  • Cancel Class.

Tick several sessions to Delete Selected Classes, Cancel Selected Classes or Complete Selected Classes. Sessions also appear on the Appointments calendar, where you can drag them to a new time.

Tips​

  • Turn on Enable Waitlist for Classes in Appointment Settings to let clients join a waitlist when a session is full.
  • Many sessions to create? Use Bulk Import Classes.
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