Your class profile hosts all of the main details around your class as well as the full schedule for the class. From your class profile, you'll be able to edit your class details, view upcoming appointments made for your class sessions, and manage the schedule that your class meets on.
In this documentation, we are going to go through how to:
We have a another page dedicated to managing your class schedule as well as adding in new class schedules.
If after reading through this documentation you still have questions on how to manage your class profile or schedule, please feel free to reach out to our support team. We'd be happy to get you detailed answers to whatever you're trying to accomplish with the class feature.
To get to the profile view for your Class, you'll want to first navigate to your Settings → Services & Classes screen:
Find the class that you wish to view the profile for in your "Active Services and Classes List" and click the "View Details" button in the "Actions" column to the right of its name:
This will take you to the Class Profile screen for that class. From here you will see the details about the class:
Selecting the Time tab will allow you to see the duration of the class (1) as well as how close to class session's start time a client can book (2). You will also see how far in advance your clients can click to see your availability for a session (3) you can modify this settings by clicking the Edit button:
The Payment tab gives you an overview of the payment settings for this class. Class Price per Session (1) indicates how much an appointment for a session of this class will cost a client. If clients book multiple sessions, then this price will be applied per session that they book. Deposit (2) tells you the amount of the deposit required at the time a session is booked. If you collect tax at the time payment is collected for a class make sure to check the box Taxable (3). You can enter your business's tax rate under Payment > Payment Settings.
If you would like to see any existing repeating schedules for when the class will meet click Recurring Schedule:
To see individual session dates when when class will meet on click Schedule. It's within the class schedule tab that you'll see all the upcoming scheduled dates and times for the class sessions that are on any of your staff members' schedules.
To see any upcoming appointments for the class sessions click Open Appointments, meaning the appointments your clients have booked go to Open Appointments:
If your client decides to cancel a class session, or you have marked an appointment as No Show these appointment will appear in the Other Appointments tab, as well as appointments set to Complete:
Now that you have gotten an overview of the different tabs with your class profile, we can focus on how to make modifications.
First we will take a look at the Overview Tab, these are the option you can modify:
In order to make modifications to these settings you must click Edit first and remember to click Save once you're done making the necessary adjustments:
The Time Tab allows you to modify the following:
In order to make modification to these settings you must click Edit first and remember to click Save once you're done making the necessary adjustments.
Please note: if you changed the Session Duration, this will not automatically update any of your existing class schedules. You will need to go in and re-save your class schedules with the updated session duration.
The Payment tab allows you to modify the following:
Cloning a class creates a copy of an existing class, and can save you some set up time if you offer similar classes. You can clone a class, then make any necessary adjustments to the clone, like it's name or duration.
To clone a class, open the Active Services and Classes List under Settings → Services & Classes. Once on this screen, you'll see your active services and classes listed, with the Clone button under the Actions heading between View Details and Delete:
Once you click Clone to clone a class, you'll see it appear above the class you cloned with the name "Copy of <your class name>" with the same values for type, price, and duration. You can now click View Details to edit the profile of your clone class:
The remaining tabs in your class profile screen are your Recurring Schedule, Schedule, Open Appointments, and Other Appointments.
The Recurring Schedule tab will show existing repeating schedules. From this tab you can edit, add, or delete a recurring schedule.
To view the individual class session schedule go to the Schedule tab. Here you will be able to see every individual class session. Once in this tab you are able to edit, add or delete individual sessions:
While still in the Schedule tab you can modify individual sessions by clicking Edit next to the session you would like to modify. You are able to change the date in which the session takes place, Start and End time, Location, Staff. Class Number, and the sessions capacity. Make sure to click Save Individual Session after you've modify the class session.
If you would like to see the Open appointments for class ( clients who have booked appointments), click Open Appointments. From here you can click View next to the appointment to view appointment details:
While in the Open Appointments tab you have the option to send an email to your client by checking the box to the right of their name and clicking Send Email:
This will bring up your Bulk email template in a new window which gives you the chance to modify it before you send it to your clients:
Finally while still in the Schedule tab you can export a list of all Open Appointments by clicking Export List:
This will open a new window where you are able to add the information you would like to see in the list. Once you have the information you want, click export list and a .xls document will begin downloading to your computer:
Finally, the Other Appointments tab shows you all Cancelled, No Show, an Completed. From this tab you are able to View appointment details (1), send an email to the client (2), and Export the appointments in .xls format (3):
We've got a full page of documentation available here that goes in depth about how to do any of the above items. If you have any questions about managing your class schedule after reading through this documentation or the documentation linked above, please contact our support team and we'd be happy to answer them for you.