We've recently made some exciting changes to our Classes section, which is now called Classes/Appointments. We've taken your requests on board, and you can now manage your one-on-one appointments and your class timetable in TeamUp, all from one place!
Everything is integrated, so you'll be able to run Appointments side by side with Classes, giving your clients the choice to book one, the other, or both.
If you've been using TeamUp for a while, you'll already be familiar with the Classes feature*, which allows you to create a timetable for your in-person and online pre-scheduled classes.
*If you're new to TeamUp, head to How to set up a class to start building your schedule.
With the new Appointments feature, you'll be able to 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.
Set up your availability and offerings in just a few quick steps; once done, your clients will simply have to book a time that works for them, saving you the admin of going back and forth and checking multiple schedules. Head to How to set up an Appointment Type to get started.
In this guide, we'll take a look at the differences between Classes and Appointments and answer a few of the most frequently asked questions about these features. Keep reading, or jump to:
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.
Let's take a look at a few examples:
You're 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, for instance, you're 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.
Let's say that you're offering 60-minute and 90-minute Personal Training sessions and that your availability is Monday through Thursday from 8:00 am-12:00 pm and 2:00 pm - 18:00 pm, and Fridays 8:00 am - 1:00 pm. You would set this up as a PT Appointment Type that's linked to your schedule/availability.
Customers can 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.
What are Class Types and Appointment Types? How do they differ from Classes and Appointments?
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.
For instance, if you're offering massages, you would have a Massage Appointment Type and link it to staff members Vicki - who's available for massages Monday through Wednesday from 12:00 pm until 7:00 pm - and Mitch, who's available from 8:00 am until 1:00 pm on Fridays.
If you decided to expand Massage hours by hiring new staff, all you would need to do is edit the Appointment Type to include the new members of staff.
Can I run Classes and Appointments online and in person?
Yes, you can run online and in-person classes and appointments by linking your Class and Appointment Types to online or offline venues.
Note. The TeamUp integration with Zoom automatically creates Zoom meetings for you and sends customers the link to join their classes and appointments. All you have to do is create your Class and Appointment Types and let the integration take care of the rest. If you don't have TeamUp integrated with Zoom yet, see Zoom Quick Start Guide to get everything set up in just a few clicks.
Can I register a customer for a class? Can I create an appointment for a client?
Yes, you can manage class registrations and appointments on behalf of your customers. To do this, see:
How do my customers book their own classes and appointments?
Customers can manage their class and appointment bookings from the customer site or the app*
*Please note only classes can be booked from the app at this time; appointments need to be booked from the customer site.
We've created these guides to help your customers with bookings:
I'm using Classes to run my one-on-one sessions. Do I need to switch to Appointments?
If your one-on-one sessions have a pre-set or fixed schedule (for example, your one-on-one sessions are always 9:00 am - 10:00 am, 11:00 am - 12:00 pm Monday, Wednesday, Friday), then we'd recommend using Classes.
We'd also suggest keeping Classes if you have clients on recurring reservations 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're then creating one-off classes to book them into their sessions, we'd suggest switching to Appointments.
With Appointments, you'll just need to set your availability from the back-end, and clients will be able to schedule their own sessions from the customer site (as seen in 'How do my customers book their own classes and appointments').
To make the switch, see Transitioning from Classes to Appointments.
Important! Remember, you can use Classes and Appointments in parallel. You can continue using Classes to run one-on-one sessions with fixed time slots, and use the Appointments feature for a different kind of offering that requires ad-hoc scheduling.