Event Types and Scheduling
By Angel and 1 other2 authors57 articles
- 🎥 An overview of events: Classes, Appointments, and Courses (VIDEO)In this guide we look into the difference between Classes, Appointments, and Courses, including the how customers can register for them, and how they're priced differently
- How to Create One-Off EventsThis guide explains how to schedule one-off events such as workshops, parties, and special classes or appointments, and walks through the available pricing options.
- How to Unregister/Remove Customers from Classes, Appointments & CoursesThis guide explains how to unregister or remove a customer from a class, appointment, or course session directly from your dashboard.
- RentalsLearn how to use Rentals to let customers book spaces in your venue (courts, studios, saunas, rooms, etc.) without attaching an instructor or fixed class timetable.
- How to change the prices on your Class TypesThere are various ways you can charge customers for class registrations, and this guide looks at how you can edit the price for each method per class type.
- Adjusting the Class Type visibilityThis guide explains how to control who can see a Class Type, whether that is everyone, membership holders only, or your business only.
- How to cancel a class (on a specific date and time)This guide explains how to cancel an individual class, along with the refund and notification options available.
- How to archive a Class TypeThis guide explains how to archive a Class Type to remove it from your active list, what to do first, and why archiving cannot be undone.
- How to create a class that repeats every 2, 3, 4 weeksThis guide explains how to schedule a class time slot that repeats every 2, 3, or 4 weeks instead of every week.
- An Overview of the differences between Classes and AppointmentsThis guide explains the differences between Classes and Appointments, when to use each, and how Class Types and Appointment Types work.
- 🎥 How to set up a Class Type and schedule (w/ VIDEO)This guide explains how to create a Class Type, add a repeating weekly time slot or a one-off session, and enable the category filter for customers.
- How can I send my customers a direct link to a Course, a Class, or series of Classes?Send customers a direct link to a class or a series of specific classes so that they can register directly or share with others
- Bulk cancel classes between two datesThis guide explains how to cancel classes in bulk between two dates with the Bulk Cancel tool, and what happens to registrations, refunds, and notifications.
- Track your recurring reservationsThis guide explains how to track past and present recurring reservations from the Reservations section, using filters by customer, status, membership, and class type.
- Changing the class size limit on a time slotThis guide explains how to change the class size limit and occupancy on a specific class time slot.
- How do refunds work when a customer removes themselves from a class?This guide explains what customers get back when they cancel a class booking, whether they booked with a membership or a drop-in, and how late cancellations work.
- An overview of Recurring ReservationsThis guide explains what Recurring Reservations are, how they work, eligibility requirements, and where to manage them.
- How to view your cancelled classesThis guide explains the two ways to view your cancelled classes, from the Calendar filter or from the Classes report where you can also download a list.
- How to un-cancel a class (on a specific date-time)This guide explains how to find a cancelled class, un-cancel it, and re-add any attendees afterwards.
- How to end a time slotThis guide explains how to set an end date on a repeating class time slot, and what to do first if future sessions still have registrations.
- How to change a class nameThis guide explains how to rename a single class, rename an entire Class Type, and what your options are for a repeating time slot.
- How to edit a Class Type's details, pricing and scheduleThis guide explains how to edit a Class Type's details, time slot settings, schedule dates, and drop-in or alternate pricing.
- How to edit a class (on a specific date and time)This guide explains how to edit the details of a single class without affecting the rest of its time slot.
- 🎥 How to check off attendance (w/ VIDEO)This guide explains how to mark customers as attended or no-show from a class's detail page, and how to remove a late cancel status from a customer's attendance.
- Cancelling Classes, Class Schedules, and Class TypesThis guide explains the different cancellation options, from a single class to a time slot, a date range, or an entire Class Type.
- How to add an internal note to a classThis guide explains how to create, edit, and delete private class notes visible only to you and your team.
- Bulk timeslot editingThis guide looks into the how you can use the Bulk Editing Tool, which allows you to edit the Venue, Class Size, and Instructors for classes in bulk
- How to run one on one sessions with a pre-set timetableThis guide explains how to run one-on-one sessions using Classes on a fixed, repeating schedule, and links you to the detailed setup steps.
- Add alternate pricing for specific class timesThis guide explains how to set different pricing and valid memberships for specific class times, ideal for peak and off-peak offerings.
- How to cancel a class time slotThis guide explains how to cancel a repeating class time slot, and what to do when sessions in the slot still have registered customers.
- How to create donation-based classesThis guide explains how to run donation-based classes using single-session packs for each donation amount, with drop-ins disabled on the class.
- Delete an alternate pricing on a classThis guide explains how to remove an alternate pricing from a class by moving all time slots back under the default pricing.
- 🎥 Make a recurring class reservation for a customer (w/ VIDEO)This guide explains how to book a customer into the same class every week with a recurring reservation, provided they have a valid membership.
- Editing a Timeslot for a ClassThis guide looks into how you can edit a specific class timeslot, so that you can change the Time, occupancy, instructors, venue and start/end of a class.
- Managing course registrations and attendancesThis guide explains how to register customers onto courses, manage and check off attendees, and unregister a customer from a whole course.
- Managing make-up sessions for a courseThis guide explains how to make up missed course sessions by switching into another group of the same course, when the business allows it.
- Registering for a single session of a courseThis guide explains how to register for a single session of a course, when the business has allowed single-session bookings.
- 🎥 Scheduling a course (w/ VIDEO)This guide explains how to add group schedules to a Course Type, set size limits per schedule, and publish the course so customers can book.
- How can I download a list of all course attendees?This guide explains how to download a report of all course session attendances.
- Cancelling a courseThis guide explains how to cancel a course group, an individual session, or an entire course.
- 🎥 How to create a Course Type (w/ VIDEO)This guide explains how to create a Course Type, the template used to add new courses.
- Registering for a course that starts in the futureThis guide explains how to register for a course that hasn't started yet.
- Registering for a course that has already startedThis guide explains how to register for a course that's already underway.
- How to edit a CourseThis guide explains the difference between editing a Course and editing a Course Type.
- How do I unregister from a course?This guide explains how to remove yourself from a course session, and how to leave a course entirely.
- How to change a Course's venueThis guide explains how to change a course's venue, for one session or in bulk.
- How to run appointment-based one-on-one sessionsThis guide helps you choose between flexible self-booked appointments and a fixed recurring schedule for one-on-one sessions, and points you to the setup steps for each.
- Adding forms and waivers for AppointmentsThis guide explains how to connect existing forms and waivers to your Appointment Types, update them, or create new ones specifically for appointment-based sessions.
- Scheduling an appointment for a clientThis guide explains how to create, edit, cancel, and view appointments on behalf of a client from your dashboard, including choosing or purchasing a membership.
- Can I book appointments retrospectively?This guide explains how to log an appointment that has already taken place by creating it on a past date using the New One Off flow in your Calendar.
- 🎥 How to set up an Appointment Type (w/ VIDEO)This guide explains how to create, edit, archive, and reorder Appointment Types, including linking memberships, venues, instructors, and availability schedules.
- 🎥 How to manage an instructor's Availability Schedule/s (w/ VIDEO)This guide explains how to add and edit instructor availability schedules, set regular hours, create overrides, block time across all schedules, and delete a schedule.
- How to use the Instructor Availability toolThis guide explains how to use the Instructor Availability tool to link and unlink Appointment Types to instructor schedules and manage their availability in one place.
- How to assign Appointment Types to instructor availability schedulesThis guide explains the two ways to link Appointment Types and instructor availability schedules: from the Appointment Type itself, or from the Instructor Availability page.
- How to book more than one client into the same appointmentThis guide explains how to book more than one client into the same appointment for two-person or small group sessions, including setting up the right packages.
- How to book a Recurring AppointmentThis guide explains how to set up a Recurring Appointment for a client from your dashboard, so a repeating slot is reserved automatically without manual rebooking.
- Can an instructor manage their own availability for Appointments?This guide explains that instructors can manage their own availability for Appointments via My Account, and where Admins and Owners can manage it for them.