You can modify the purchase rules of an appointment, class, or event to specify how and when clients should pay for your services. To modify the purchase rules of a service: On the Services menu, click Appointments, Classes, or Events. Click on the service that you would like to modify. […]
Events
The event announcement is a type of automated marketing campaign that can be used to automatically notify your clients whenever you schedule a new instance of an event. By default, the event announcement campaign is sent to all clients who previously registered for the event when a new event instance […]
A contract is a document you can require your clients to sign in addition to the online waiver when they are booking an event or buying a Purchase Option. A contract can be used to outline specific terms to which clients must agree. You can create custom contracts and use […]
Unlike Classes, which only have attendance lists, Events have both attendance lists and enrollment lists. Each individual session in an Event instance has an attendance list. This list displays client information including their name, age, gender, remaining visits, how they paid for the session, who booked them into the session, […]
Wait lists can be enabled or disabled across the entire system or for specific services using custom business policies. It is important to verify that the appropriate settings are in place to ensure wait lists are enabled or disabled according to your specific business needs. In this article: To enable […]
Problem A client has purchased an event but can’t use this purchase to pay for an instance of the event. If you are experiencing issues with applying a Purchase Option to an event, see Troubleshooting: Purchase Option not accepted as payment for an event. Solution This problem occurs when the […]
You can view the attendance list of a class or event from the schedule. From an attendance list, you can: Contact clients who are booked into the service. Book clients into the class or event. Navigate to the enrollment list for the event instance. View or change information about clients […]
When a client purchases an Event session, remaining sessions of that Event can be transferred to a family member. The number of remaining sessions available on an Event is based on the number of Event sessions that have not been used and are not upcoming for the client. Remaining sessions […]
You can create a SOAP or QUICK note for a client when they are booked for, or have attended, a service. When modifying a SOAP/QUICK note, you can also print, duplicate, and delete the note. To learn how to create or modify a SOAP/QUICK notes for appointments in the Elevate […]
When a client pays a deposit on an Appointment or Event, that service will appear as paid on the client’s profile. However, the client still owes the remaining balance for the Appointment or Event. Payments for the remaining balance must be reconciled manually. For information about reconciling other types of […]