TeamUp's business management calendar allows business owners, instructors, and other staff members to see your class schedule*, access class details and attendees, check off attendance, and much more.

*If you're just getting started with TeamUp, see How to set up a class for details on how to create classes and add them to your calendar.

Note: Watch a quick video tour of the Calendar here!

In this guide we'll cover:

Who can view the business calendar?

How to navigate the Calendar

What can I do from the Calendar?

To access the calendar, click 'Calendar' on the left-hand menu.

Who can view the business calendar?

Only users with a staff account (owners, admins, instructors, etc.) will be able to view the business calendar. Instructors will be able to see the classes they teach or the entire schedule, depending on their permissions,

Customers will be able to see your schedule via the customer site. The schedule on the customer site shows your visible classes* and allows customers to book sessions, unregister, and join waitlists. The customer site version of the schedule is also different in that it doesn't display details about other attendees, or show any of the class management options on the business calendar.

*You can control which classes are visible on the customer-facing schedule. Need to make some classes visible to certain membership holders, or to the business only? See Adjusting the class type visibility.

To see what the schedule looks like on the customer site, head to Customer Experience >> Customer Site >> copy the URL and paste it into a browser. Here's a preview:

How to navigate the Calendar

The business calendar features multiple filters and tools to help you plan your schedule and manage classes efficiently.

Keep reading for more details!

Filter by instructor, venues, class types, and class status

By default, the Calendar will show all your classes, but you can filter by instructor, venue, class type, and status (active and/or cancelled classes) if you wish.

Instructor filter

Select one or multiple instructors:

Venue filter

Select one or multiple venues:

Class type filter

Select one or multiple class types and/or courses:

Active/Cancelled classes filter

If you'd like to include your cancelled classes* in the view, click the 'Only Active' filter and select "Show cancelled classes".

*Need to see/download a list of your cancelled classes? Head to Reports >> Classes and filter by "Any Class Status - Cancelled".

Cancelled classes will appear crossed out, as seen below:

See at glance which sessions are in person, online, or part of a course

Online classes are labeled with a video icon and course sessions are marked with a book icon to visually differentiate them from regular in-person classes, as seen below.

Select your preferred view (day, week, month, list)

Choose the list view for a scroll-down list view of your schedule, or use the weekly or monthly views.

List view

Weekly view

Monthly view

Jump to a specific date

Use the calendar icon next to the date range to quickly jump to a specific date.

Grouping by venue and instructor

The grouping feature is excellent for schedule planning, and it can be used in conjunction with filters to generate customised views of the calendar.

Let's take a look at each option.

Instructor grouping

This grouping will give you a quick overview of each instructor's day and assist in planning your schedule. For instance, you'll be able to see at glance which classes don't have an instructor* and which instructors don't have any classes assigned (see screenshot below for an example).

*Need to assign an instructor to a class? See Creating instructors and adding them to classes.

To see all instructors and their scheduled classes, click the Instructors view and they will be listed in the header with their classes underneath.

Venue grouping

Venue grouping works in a similar way. To see a list of classes at each venue, click 'Venues'.

This feature can be especially useful in helping you plan your online and offline classes, or if you have multiple locations.

Tip: you can use a combination of filters and groupings to generate different views.

For example, to see which classes an instructor is teaching at each venue, group by Venues, and then use the Instructor filter to select the desired instructor.

Save your preferred view

After selecting a view (list/week/month), it will be saved as the default view of your Calendar.

You can switch your preferred default view at any time by simply selecting a different view. When you leave the Calendar, the last selected view will become the new default.

Everything else, from the current date to filters, are saved for 20 minutes. After 20 minutes, the Calendar will return to the current day/week/month with no filters applied.

Class organisation by colour

Each class type will be assigned a colour to make it easier to find on the calendar. You can change the default colour on any class type from Customer Experience >> Customer Site - Class Type Colours.

What can I do from the Calendar?

1. Manage your classes (check off attendance, change the time on a specific class or edit any other details, etc.). See Class Management for more details.

2. Schedule a one-on-one class.

3. Bulk cancel classes by using the bulk cancel tool, as seen below.

4. Quick access to class and course management. Add, remove, and edit class schedules, create new classes and courses, etc.

5. Link to your personal calendar (iCal, Google and Outlook)

Jump to:

How to navigate the business calendar (VIDEO)

How to set up a class

The Classes report

The Class Attendances report

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