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Knowledge Base |
Creating A Class
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This article will guide you through creating a new class.
Requirements - A Master Admin login or a staff type with the following permissions:
To add your new class type, go to Setup > Scheduling > Classes/Groups. Under Add A New Class Type enter your new class and click Add The New Class.
Only active classes can be added to your class calendar. To activate, click the edit pencil next to your class. This will take you into Class Settings.
1. Class Settings
Class Name - name your class
Class Duration - round the length of your class to the nearest 15 minutes
Class Description - allows you to add an optional description of the class
Disabled? - if this is set to Yes, you will not be able to book this class.
Sales Tax Schedule - if this Class is taxable, select your sales tax amount. To learn how to Create A Sales Tax Schedule click here
Available For Scheduling - will show as Yes, once all required settings for the class are added.
Color on Class Schedule - will set the color for display when added to your schedule
Class Is A Sales Consultation - this indicates the class is a sales consultation and will allow you a means for tracking via the Sales Process Report. Select Class Purpose: this will factor into the Sales Process Dashboard.
Location Type - Select if the class will be Physical or Virtual (this option will allow you to add a virtual meeting link)
Ad-Hoc Class? - this allows you to book this class from the grid view with out having to leave that view
Display Shows and No-Shows on Grid View? - this will show a tally of how many shows and no shows in the grid view display
Replace Class Name With First Person Booked in Grid View - The first person booked into a class can display on the grid view display of the class
Can Have More Than One Instructor? - will enable the addition of secondary instructors
Available For Custom PIF Purchases? - if you will be selling this class in Custom Paid In Full agreements you can set the minimum and maximum price per session allowed here
Clients Can See Instructor? - if you want the instructors name to show on the schedule for customers view, select Yes
Clients Can See Additional Class Names? - if you will be using secondary titles for this class, selecting Yes allows customers to see the secondary title also
Include in Published Class Schedules - allows you to included this class in a public view for customers
Standard Cost - is the standard rate that you pay an instructor for this class
Instructors Payroll Method - you can either pay your instructors a flat rate per class or standard cost per attendee
Standard Price - is the standard price that you charge for a single class session
2. Bookings Settings
Attendees Must Book A Place In Class - set to No for open attendance
Max Attendees Per Class - specify how many people may attend the class
Allow Customer Wait List For Class? - allows a wait list if the class is full. You will also set a lead required time for wait list bookings
Booking Policy - defines the required lead times for bookings, cancellation and reschedules. To learn about Creating A Booking Policies For Services And Classes click here
Customers Can Book Online - allows customers to book through their customer login are
Automatically Log Bookings - you may use the default settings or custom setting for this specific class
Allow Bookings Quick Log - staff with permission will be able to quickly mark shows and no shows for this class from the schedule if activated
Class Credits Required - if selected will require the customer to have pre-paid session credits in order to book into the class
Certain Membership Types Don't Need Class Credits? - you may allow specific membership type to book freely without session credits
Members With Certain Amenities Don't Need Class Credits? - you may allow customers with certain amenities to book freely without session credits
3. Instructors
This tab allows you to assign which instructors can teach the class and set your instructors pay rate. Your options are standard cost (which was set under Class Settings), unique cost, or % of session price. See related article, Set Staff Pay Rates For Services And Classes click here
4. Booking Flags
Booking Flags allow you to set a reminder to a specific booking count. the count can either be from the start of the customer's bookings or by remaining bookings. A reminder flag can be made visible on the schedule to the staff and also the customer. You can also create an email that will be sent to the customer after this booking is logged as completed.
Now your class is ready to be added to your schedule. To learn how to Add A Class To The Schedule click here
Requirements - A Master Admin login or a staff type with the following permissions:
- Club Setup: Can access setup
- Club Setup: Can access classes / group setup
Add A Class Type
To add your new class type, go to Setup > Scheduling > Classes/Groups. Under Add A New Class Type enter your new class and click Add The New Class.
Activating A Class
Only active classes can be added to your class calendar. To activate, click the edit pencil next to your class. This will take you into Class Settings.
1. Class Settings
Class Name - name your class
Class Duration - round the length of your class to the nearest 15 minutes
Class Description - allows you to add an optional description of the class
Disabled? - if this is set to Yes, you will not be able to book this class.
Sales Tax Schedule - if this Class is taxable, select your sales tax amount. To learn how to Create A Sales Tax Schedule click here
Available For Scheduling - will show as Yes, once all required settings for the class are added.
Color on Class Schedule - will set the color for display when added to your schedule
Class Is A Sales Consultation - this indicates the class is a sales consultation and will allow you a means for tracking via the Sales Process Report. Select Class Purpose: this will factor into the Sales Process Dashboard.
Location Type - Select if the class will be Physical or Virtual (this option will allow you to add a virtual meeting link)
Ad-Hoc Class? - this allows you to book this class from the grid view with out having to leave that view
Display Shows and No-Shows on Grid View? - this will show a tally of how many shows and no shows in the grid view display
Replace Class Name With First Person Booked in Grid View - The first person booked into a class can display on the grid view display of the class
Can Have More Than One Instructor? - will enable the addition of secondary instructors
Available For Custom PIF Purchases? - if you will be selling this class in Custom Paid In Full agreements you can set the minimum and maximum price per session allowed here
Clients Can See Instructor? - if you want the instructors name to show on the schedule for customers view, select Yes
Clients Can See Additional Class Names? - if you will be using secondary titles for this class, selecting Yes allows customers to see the secondary title also
Include in Published Class Schedules - allows you to included this class in a public view for customers
Standard Cost - is the standard rate that you pay an instructor for this class
Instructors Payroll Method - you can either pay your instructors a flat rate per class or standard cost per attendee
Standard Price - is the standard price that you charge for a single class session
2. Bookings Settings
Max Attendees Per Class - specify how many people may attend the class
Allow Customer Wait List For Class? - allows a wait list if the class is full. You will also set a lead required time for wait list bookings
Booking Policy - defines the required lead times for bookings, cancellation and reschedules. To learn about Creating A Booking Policies For Services And Classes click here
Customers Can Book Online - allows customers to book through their customer login are
Automatically Log Bookings - you may use the default settings or custom setting for this specific class
Allow Bookings Quick Log - staff with permission will be able to quickly mark shows and no shows for this class from the schedule if activated
Class Credits Required - if selected will require the customer to have pre-paid session credits in order to book into the class
Certain Membership Types Don't Need Class Credits? - you may allow specific membership type to book freely without session credits
Members With Certain Amenities Don't Need Class Credits? - you may allow customers with certain amenities to book freely without session credits
3. Instructors
This tab allows you to assign which instructors can teach the class and set your instructors pay rate. Your options are standard cost (which was set under Class Settings), unique cost, or % of session price. See related article, Set Staff Pay Rates For Services And Classes click here
4. Booking Flags
Booking Flags allow you to set a reminder to a specific booking count. the count can either be from the start of the customer's bookings or by remaining bookings. A reminder flag can be made visible on the schedule to the staff and also the customer. You can also create an email that will be sent to the customer after this booking is logged as completed.
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