Client Web App: Booking a class

Your clients can book classes on the Client Web App.

Before your clients can book classes, make sure you have done the following:

To book a class in the Client Web App:

  1. On the top menu, click Book now.
  2. In the location dropdown at the top-left, select a location from the list. This option is only available if the business has more than one location.
  3. In the time zone dropdown at the top-right, select a time zone from the list. This option is available only if the Allow clients to adjust time zone setting has been enabled by the business.
  4. Click the tab that contains the class that you’re booking. By default, this tab is named Classes. For more information, see Client Web App: Book now tabs.
  5. Find the class you want to book and click Book now. You may have to browse the list or filter the list to find the class.
  6. If assets are required for the class, asset categories will be displayed under ASSETS. Select the asset you want to book from each asset category.
  7. If you want to book recurring sessions of the class, configure the recurring booking options:
    1. Set the Book Recurring option to ON.
    2. Under Ends, select whether the booking ends after a specified number of occurrences or after a specified date range.
      • To make a recurring booking for a certain number of classes, select Number of sessions and enter the number of classes you want to book.
      • To make a recurring booking for classes over a specific time period, select Book from [X] to [Y] and select a start and end date in the date fields.
      • To make an ongoing recurring booking for a class that repeats indefinitely, select Never end.
        • When no end date is selected, the system books recurring classes for six months. After one month, and every month thereafter, the system books another month of classes to maintain six months of future bookings for the client. For example, if on January 1, you book a weekly recurring class with no end date, the system will automatically book classes from January 1 to June 30. On February 1, the system will automatically book classes for the month of July, and so on.
    3. Under Repeats every, select the number of days, weeks, months, or years on which the class booking will repeat. If you choose weeks or months, select the day(s) of the week the booking will occur.
      • If you’re unavailable on one of the displayed dates, click the date. The date is grayed out and the next available date is displayed.
    4. Under Repeats on, select the day for the recurring class to repeat on.
    5. Confirm the booking information is correct. Under Booked [X] sessions, the dates of all booked sessions are displayed. If the client was added to any waitlists, this will be displayed under Added to [X] waitlists.
  8. Click Next.
  9. Review the class and asset information and complete your class booking:
    • If you own an applicable Purchase Option, click Complete to complete the booking.
    • If available, select I would like to purchase online or I would like to pay when I visit.
      • If you selected I would like to purchase online, or if purchasing online is required, select at least one Purchase Option from the list of displayed Purchase Options and click Next.
      • If you selected I would like to pay when I visit, Click COMPLETE to complete the booking.
      • If required, read and sign the provided contract, select I agree to use Electronic Signatures, and click Next.
  10. Review your shopping cart and make any necessary changes:
    • To prevent a Purchase Option from automatically renewing and billing you when it expires, clear the Auto-Renew checkbox, if available.
    • To remove an item from the cart, click the X next to price of the item. In the confirmation popup, click OK.
    • If you have a redeemable prize that can be used towards the purchase, select the checkbox next to the name of the prize.
    • If you have a discount code, enter it in the Discount Code field and click Apply.
  11. Click Next.
  12. Select each payment method you want to use. 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.
  13. Click Complete. Depending on whether you made a booking or payment, you may see any of the following:
    • A receipt is displayed with the Purchase number, along with Email receipt or Print receipt buttons to either email or print a receipt. For more information, see Printing receipts and Emailing receipts.
    • A Book another service button to book another service.
    • A Go back to the online store button to direct you back to the store.
    • Share on Facebook or Share on Twitter buttons to accumulate points.
    • Print gift card [amount] and Print gift card buttons to print your gift card(s).
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Client Web App - Client Web App: Booking a class