Appointments
By Costa1 author11 articles
- 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.