The Classes/Appointments section allows you to manage your Class Types and Appointments, 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.
Classes
The Classes feature 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. 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)
Allows more than one customers to register
Visible on the calendar (can be set to be visible to everyone, membership holders, or business only)
Example Scenario for when you should use Classes: 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.
Appointments
With the 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)
You can 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. 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
Example Scenario for when you should use Appointments: 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 - 6:00 pm, and Fridays 8:00 am - 1:00 pm. You can set this up as a PT Appointment Type that's linked to your schedule/availability, which will be set to only allow appointments to be booked during the times you're available.
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.
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, then the system will not allow an appointment to be booked during this time.
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 3:00pm, then appointments will not be able to be booked from 1:00 pm to 3:00pm.
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.
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Let's take a look at a few examples:
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:
Classes
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.
Appointments
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.
π‘ For instance, if you're offering appointment-based personal training, you would have a PT Appointment Type and link it to staff members Joe Bloggs - who's available for PT sessions Monday through Wednesday from 12:00 pm until 7:00 pm - and Vicki, 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.
π‘ 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.
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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.
We've created these guides to help your customers with bookings:
βI'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.
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We'd also suggest keeping Classes if you have clients on recurring reservations that attend the same time slot/s each week.
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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.
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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').
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To make the switch, see Transitioning from Classes to Appointments.
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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.
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