📝 Overview
If you've been using Classes to manage your one-on-one sessions (such as Personal Training, consultations, or progress check-ins) and would like to switch to the Appointments feature, this guide walks you through the transition process step by step.
Appointments allow you and your staff to set availability so that customers can check your schedule and book their own sessions directly from the Customer Site. You can find Appointments under the Events section of your dashboard.
For more information on whether to choose Classes or Appointments for your offerings, see the overview guide here.
💡 You can use Classes and Appointments in parallel. If you want to keep your existing Classes for one-on-ones and use Appointments for ad-hoc bookings based on staff availability, skip this guide and head to the Appointment Type setup guide here.
🛠️ How To Transition from Classes to Appointments
Follow the steps below to retire your one-on-one Class Type and replace it with an Appointment Type.
Click the arrow to view the transition steps
Click the arrow to view the transition steps
Remove the existing time slots from your one-on-one Class Type.
If your Class Type did not have pre-set time slots (for example, repeating time slots such as 9–10 am, 11 am–12 pm on Monday, Wednesday, Friday), skip to step 2.To remove time slots, head to Events ➜ Class Types and follow the steps in the cancelling a class guide here.
Archive the one-on-one Class Type.
Head to Events ➜ Class Types and follow the steps to archive the class here.💡 If you had any packages or memberships linked to your one-on-one classes, these will automatically become unlinked from the Class Type when you archive it. In the next step, you can create your Appointment Type and link it to new or existing one-on-one memberships or packages.
Create your new Appointment Types. In this step, you'll replace the Class Type you just archived with an Appointment Type. Just like Class Types, Appointment Types allow you to enter details about what the session is about — but instead of linking pre-defined time slots, you will link the Appointment Type to your staff's availability. To create an Appointment Type, see the setup guide here.
Let your customers know they can now book appointments from the Customer Site. Share the booking guide here with your customers so they know how to schedule their own appointments.
🔔 Recurring reservations are available for Appointments. If you have customers who attend the same appointment on a regular basis (same day and time each week), you can book them in on a recurring appointment from the business side. For more information, see the recurring appointment guide here.
🧑💻 Customer View
Once you've completed the steps above, your customers will see an Appointments section on the Customer Site where they can browse available times and book directly.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Do I need to switch from Classes to Appointments for my one-on-one sessions?
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Click the arrow to see the answer
Not necessarily. If your one-on-one sessions have a pre-set or fixed schedule and your customers attend the same time slots each week, Classes may still be a good option. Appointments are ideal when customers need to schedule sessions ad-hoc based on staff availability. You can also use both features in parallel.
Can I use Classes and Appointments at the same time?
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Click the arrow to see the answer
Yes. You can run Classes and Appointments in parallel. For example, you might keep Classes for group sessions or fixed one-on-one schedules and use Appointments for ad-hoc bookings based on staff availability.
What happens to memberships and packages linked to my Class Type when I archive it?
Click the arrow to see the answer
Click the arrow to see the answer
Any memberships or packages linked to your one-on-one Class Type will automatically become unlinked when you archive it. You can then link those memberships or packages to your new Appointment Type during setup.
Can I set up recurring reservations for Appointments?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. Recurring reservations can be used with Appointments. If you have customers who attend the same appointment on a regular basis (same day and time each week), you can book them in on a recurring appointment from the business side. For more information, see the guide here.