š Overview
The Classes/Appointments section allows you to manage your Class Types and Appointments, all from one place. Everything is integrated, so you can run Appointments side by side with Classes, giving your clients the choice to book one, the other, or both.
š Classes
The Classes feature allows you to create a timetable for your in-person and online pre-scheduled classes. The main difference between classes and appointments is that classes:
Allow you to create a fixed schedule which repeats at fixed intervals (e.g. weekly)
Allow more than one customer to register
Are visible on the calendar (can be set to be visible to everyone, membership holders, or business only)
š§ Example scenario: You are offering weekly HIIT workouts on Mondays, Wednesdays, and Thursdays at 9:00-9:45 am.
To set this up, you would create a HIIT Class Type with three repeating time slots. Or, you are hosting a party at your gym or studio this Saturday at 6:00 pm and want attendees to RSVP by registering. This would be set up as a one-off session within a Class Type.
Customers can book a class by going to the Calendar on the customer site or the app.
š” New to classes? See how to set up a Class Type and schedule here.
š„ Appointments
With the Appointments feature, you can tailor Appointment Types to your business and services, both online and in-person (one-on-one personal training sessions, consultations, progress check-ins, massages, etc).
You set up your availability and offerings in just a few quick steps; once done, your clients simply book a time that works for them, saving you the admin of going back and forth and checking multiple schedules.
The main difference between appointments and classes is that appointments:
Are only visible in the calendar for attendees
Only allow one customer per session by default (but can be edited once scheduled so you can add more attendees)
Are one-off sessions by default
š§ Example scenario: You are offering 60-minute and 90-minute Personal Training sessions, and your availability is Monday through Thursday from 8:00 am-12:00 pm and 2:00 pm - 6:00 pm, and Fridays 8:00 am - 1:00 pm.
You can set this up as a PT Appointment Type linked to your schedule/availability, which only allows appointments to be booked during the times you are available.
Customers go to the Appointments section on the customer site, choose the time they want within your availability window, and book a 60 or 90-minute session.
š” In order to avoid double-booking, if an instructor is attending a class during the day/time where their availability is set for them to be available, the system will not allow an appointment to be booked during this time.
For example, if a staff member is set to be available from 10:00 am to 6:00 pm but they have classes from 1:00 pm to 3:00 pm, then appointments cannot be booked from 1:00 pm to 3:00 pm.
š” To get started with appointments, see how to set up an Appointment Type here.
š¤ Should I Use Classes or Appointments?
Classes allow customers to book a session from a pre-set timetable, whereas with Appointments, customers can check your availability and pick a time. You can use one, the other, or both features to create your different offerings.
āļø What Are Class Types and Appointment Types?
A Type separates what Classes and Appointments are from the schedule/availability.
With Class Types, you can run multiple schedules of the same class type without having to redefine the class's name, description, and prices.
For example, you could have a Class Type called 'HIIT'. Then, you can add and remove classes of type 'HIIT' to your schedule quickly without specifying the name, description, and prices each time.
Similarly, with Appointment Types, you can link an Appointment Type to one or more instructors' appointment schedules, without having to redefine the appointment's name, description, etc. each time.
š§ For instance, if you are offering appointment-based personal training, you would have a PT Appointment Type and link it to staff members Joe Bloggs, who is available for PT sessions Monday through Wednesday from 12:00 pm until 7:00 pm, and Vicki, who is available from 8:00 am until 1:00 pm on Fridays.
If you decided to expand hours by hiring new staff, all you would need to do is edit the Appointment Type to include the new members of staff.
š” For more, see Transitioning from Classes to Appointments here, Managing instructor availability for Appointments here, How to add a venue here, and Adding Forms and Waivers for Appointments here.
Recommended resources:
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Can I run Classes and Appointments online and in person?
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Yes, you can run online and in-person classes and appointments by linking your Class and Appointment Types to online or offline venues, see the guide here.
The Zoom integration automatically creates Zoom meetings for you and sends customers the link to join their classes and appointments. If you are not integrated with Zoom yet, see the Zoom Quick Start Guide here.
Can I register a customer for a class or create an appointment for a client?
How do my customers book their own classes and appointments?
I'm using Classes to run my one-on-one sessions. Do I need to switch to Appointments?
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Click the arrow to see the answer
If your one-on-one sessions have a pre-set or fixed schedule (for example, always 9:00 am - 10:00 am and 11:00 am - 12:00 pm on Monday, Wednesday, Friday), we recommend using Classes.
We also suggest keeping Classes if you have clients on recurring reservations, see the guide here, that attend the same time slot(s) each week.
On the other hand, if your clients need to contact you any time they need to schedule a one-on-one session, and you are then creating one-off classes to book them into their sessions, we suggest switching to Appointments.
To make the switch, see Transitioning from Classes to Appointments here. Remember, you can use Classes and Appointments in parallel: continue using Classes for one-on-one sessions with fixed time slots, and Appointments for offerings that require ad-hoc scheduling.