Using the schedule

Viewing an attendance list
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 […]
Appointments on the schedule
In this article, you will find a complete breakdown of what you see on the appointment menu that appears when you click an appointment on the schedule.   Element Description Appointment information Information about the booked appointment is shown at the top of the menu. The following information is displayed: […]
Late cancels
A client will be marked as a late cancel if they cancel a booked service outside of the early cancellation window for that service. By default, the early cancellation window for all services closes 24 hours before the service start time. When a client is marked as a late cancel, […]
Reconciling unpaid visits
If a client has unpaid visits on their account, you can reconcile them using an accepted payment method or a Purchase Option applicable to the service. You can reconcile unpaid visits from the store, the schedule, the attendance list, or the client’s profile. Alternatively, you can reconcile an unpaid visit from the Elevate Staff App or reconcile […]
Filtering the schedule
You can filter the schedule by location, staff member, service type, or appointment status to display only the information you need. If you want to save your filter settings for future use, you can save your settings as a filter view. Saved filter views can be modified, deleted, set as […]