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To add a service, navigate to your Services screen by going to Settings → Services and Classes and click the button to "Add New Class":
This will take you into the Add New Class flow. On the first page, enter in the name and the duration for the class. Once you've entered in those basic details, click "Continue" at the bottom:
On step 2, you can enter in a description for the class which will display underneath the class name in the scheduler flow as well as a price for the class if you charge or invoice your clients for making an appointment. After you enter in those details you can hit the "Continue" button to move on to the confirmation page or the "Back" button if you need to make a change to the name or duration:
After clicking the "Continue" button under the Details page, you'll move through to the "Schedule" section of the "Add a New Class" flow where you will set up either a one time date for a class session or a repeating schedule of meeting dates for multiple class sessions. During the "Add a New Class" flow, you'll just be setting up one schedule for when the class will meet, but once the class is added to your account, you can add as many schedules as you'd like.
If the class is just meeting one time, then you would want to set the "This schedule:" drop down to "Does not repeat". In the screenshot below, you'll see that I have set up for this class to have one session that is scheduled for January 16th, 2017 from 8:00am - 9:00am:
After pressing "Submit" on the confirm page, you'll be taken into the profile view for the class you just added. This is where you can screen, this screen is divided has different fields:
- Class Name: This class name is what your clients will see as what they are booking
- Class Internal Name: The class internal name is what your staff will see when logged into the backoffice
- Class Description: This appears under your class's name in the scheduling flow and can be used to provide more details around what clients are booking
- Screening Question
: Screening questions allow you to make sure that clients meet certain criteria before they are allowed to see the times the class sessions are scheduled. Only one screening question can be applied per class.Status colour Green title Business Plan Feature - Allow Waitlist
: Checkin this box will make it so that if a client is trying to book this class on a date where you are all booked up, it will prompt them to join a waitlist in case any times become availableStatus colour Green title Business Plan Feature - Private Class: Check this box if you would like to show this class only at the service's private URL and in the back office when staff are setting up appointments for clients.
- Session Duration: Once you save your class you'll be able to schedule sessions for when the class is being held. This will the default length of each scheduled session as you are adding them. You can override this on a per session basis if need be.
- Class Price: This is how much booking one session for this class costs. If you have a payment portal setup and require payment, then the clients will be asked to submit this amount upon booking (unless you have a deposit amount entered).
- Deposit: If you don't require the full price of the class upon booking, but only want to collect a deposit amount, enter that in this field. Note: You must have a price entered in order to put in a deposit.
In the example below a new class and name it Group Meditation, I set the default duration to 1 hour, added a brief description, allowed clients to join the waitlist if the session(s) are full for the day they would like to attend, and assigned a price of $20,
After reviewing the information entered, scroll down to the bottom of the page and click "Save Class" to be directed into the Class Profile:
Once in the class profile you will be able to view the details around the class as a whole as well as the schedule of the individual adding individual or recurring session dates that the class will meet on:
We have full documentation written on how to manage and edit your class profile available here on our documentation site.
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