Booking a Class

After a Class has been scheduled, you can book clients for the scheduled Class. Additionally, you can make recurring bookings for Classes on behalf of clients who want to attend the same Class multiple times. For example, if a client wants to attend the same yoga Class once a week for the next two months, rather than the client booking each Class individually, staff members can easily book all the Classes at once.

See Scheduling a Class for more information.

To learn how clients can book a Class for themselves, see Client Web App: Booking a Class.

Note A maximum of 1000 recurring Classes can be booked at once.

In this article:

To book a Class from a client’s profile:

  1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the Overview page, click Book a Class.
  4. Find the Class you want to book and click Book Now. You may have to adjust the date range or use filters to find the Class.
    • If the client’s age is outside of a specified age range for the Class, a confirmation popup is displayed. To book the Class anyway, click OK.
  5. Review the Class and asset information and click NEXT.
    • If the client owns an applicable Purchase Option, the booking is complete. If not, continue with step 6.
  6. Decide when the client will pay for the Class:
    • To pay for the Class when the client visits:
      1. Select Pay When You Visit.
      2. Click COMPLETE.
    • To pay for the Class now:
      1. Select an applicable Purchase Option to purchase to pay for the Class and click NEXT.
      2. Review the cart, enter any discount codes in the Discount Code: box and click NEXT.
      3. Select each payment method that the client wants to use (e.g., Virtual Terminal, Card Swiper, Cash). In most cases, the total payment is split between the selected payment methods equally, but you can adjust the amounts as required. If you select Gift Cards, you must enter the required code, and the amount on the gift card will be entered automatically. To apply a payment plan for the Class, see Applying a payment plan at checkout.
      4. Click COMPLETE.

To book a recurring Class:

  1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the Overview page, click Book a Class.
  4. Find the Class you want to book and click the Recurring Booking button . You may have to adjust the date range or use filters to find the Class.
    • If the client’s age is outside of a specified age range for the Class, a confirmation popup is displayed. To book the Class anyway, click OK.
  5. Select the number of Classes to book:
    • To make a recurring booking for a certain number of Classes, click NUMBER OF BOOKED CLASSES and enter the number of Classes you want to book.
    • To make a recurring booking for Classes over a specific time period, click BOOK FROM ___ TO ___and select a start and end date in the date fields.
  6. Under REPEATS EVERY:
    • Enter the number of daysweeks, or monthson which this class will recur.
    • Select daysweeks, or monthsfrom the list to determine how often the booking will reoccur.
  7. Under REPEATS ON, select the day(s) of the week on which the booking will reoccur.
  8. Confirm the booking information is correct. Under BOOKED SESSION, the dates of all booked sessions are displayed.
  9. If the client was added to any waitlists, this will be displayed under ADDED TO WAITLISTS.
  10. Click BOOK.
  11. In the confirmation popup, click OK. The recurring booking is complete.

To book a Class from the schedule:

  1. Click the App Drawer button .
  2. In the App Drawer, click Schedule.
  3. Select the Class you want to book and click Attendance list. You may have to adjust the date range or use filters to find the Class.
    • Click QUICK ADD.
      • To determine how the client will pay for the Class, click the Attendance Options button  next to the textbox that appears.
      • To book the Class without requesting payment, select Add unpaid. If the client owns an applicable Purchase Option, it will be used to pay for the Class.
      • To book the Class and charge payment to the client’s account balance, select Add and charge account.
      • To book the Class and make an immediate payment, select Add and Pay now.
  4. Enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  5. In the list of clients displayed, click the client’s name.
    • If the client’s age is outside of a specified age range for the Class, a confirmation popup is displayed. To book the Class anyway, click OK.
    • If the client owns one or more Purchase Options that can be used to pay for the Class, select the Purchase Option that should be used from the list, and click OK. The booking is complete.
    • If the client does not own one or more Purchase Options that can be used to pay for the Class, in the confirmation popup, click OK.
      • If you selected Add and Pay now in step 6, you will be directed to the store:
        1. Select an applicable Purchase Option to pay for the Class.
        2. Review the cart and enter any discount codes. Click Proceed to Checkout.
        3. Select the payment method and enter the client’s payment information. If you want to apply a payment plan for the Class, see Applying a payment plan at checkout.
        4. Review the booking then click COMPLETE.
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