A Step-by-Step walk-through to help you set up your Class/Appointment scheduler with specific classes and appointments:
To get started, go to Services and Products > Classes & Appointments and click "Live":
Step 1: Add a Class/Appointment Type
If you have not added any class/appointment types, you will be automatically prompted to:
If you already have a class, click the green "Add Class/Appointment Type" to add a new one.
Name the class/appointment type and click "Add".
Step 2: Details
Once you click "Add" you will then be taken to your Details screen.
From here, edit your class title and add a class/appointment subtitle.
Use the first toggle to enable/disable member registration functionality (#1), enable/disable sending registration confirmation emails to the studio (#2), and hiding/showing class/appointment times when full or blocked (#3).
Enabling member registration functionality allows your customers to register themselves for classes.
Turning it off will keep your schedule as view-only with no registrations. See how your members register for classes here!
Enabling registration confirmation emails means that you will receive a confirmation email for all class registrations at your MyStudio email and any additional emails for MyStudio notifications.
PLEASE NOTE: If this is turned off, you will not receive the confirmation emails but your students still will.
Choosing to hide a class/appointment time when full or blocked will remove it from your schedule once all spaces have been filled.
Leave this turned off to show unavailable classes so students can see why they're unable to register. Learn more about our block-out dates here!
You can also enter your waiver form that members will need to click "agree" to before they can register but this is optional.
Leaving this section blank means that your members will not need to click "Agree" before signing up for class.
Don't forget to hit "Save" before moving on!
Step 3: Registration
1: Turn On/Off Drop-In Pricing
If turned on, choose to waive drop-in fees for specific programs/trials or charge the same drop-in pricing for everyone:
If fees are waived, choose the specific memberships and trials that you do not want to pay the drop-in fee:
PLEASE NOTE: If fees are waived for certain programs/trials, your students will be asked to log into the app before registering for the class:
Students who do not have the fee waived will see the checkout page as normal with the drop-in pricing...
And students who do have the fee waived will see $0 at checkout along with a note:
2: Set Registration Access
Allow only specific memberships/trial members to view this class/appointment, or allow all members/potential members to be able to view it.
Choose to allow all or none of your memberships and/or trials...
or customize your restrictions as needed.
PLEASE NOTE: If you have restrictions turned on for a class, your students will be asked to log into the app before they can register:
If they are logged in but are not included in the view restrictions, they will receive this message when trying to register:
You can also choose to hide this class/appointment from anyone who does not have access, completely removing it from view on the class/appointment calendar.
And use program attendance requirements.
This allows you to restrict registrations for your members and trials based on the attendance limits of their specific program.
If this is turned on and a student has exceeded their class limit for signups, they will receive this pop-up message:
If you want to allow everyone to view your class/appointment type, set the view permissions to "No".
Once you have everything set-up the way you want it, click "Save"!
Step 4: Class/Appointment Times
This last section allows you to set-up specific class/appointment times:
PLEASE NOTE: if you do not have Drop-in Pricing turned on or program attendance requirements, your screen will look like this:
1: Select the Availability as "Ongoing" or "Specify Start/End Date".
If you select "Ongoing" the class time will continue to show on the class schedule at the specified date/time every week until removed.
If you select "Specify Start/End Date", you will enter in the dates this class time is available.
2: Fill in the details of this class time
Specify the class/appointment start and end time.
Choose Schedule: Weekly Recurring and pick which days of the week your class will be. More options for this will be coming soon!
3: Drop-in Pricing (if applicable)
If you have Drop-in Pricing turned on, you will see the option to add a drop in price and whether or not to show it on the class scheduler:
If you select "Yes" for "Show Drop-in Price" your students will see the price listed when signing up for classes:
You can set your Tax rate and Processing Fees for drop-in pricing by going to Class Schedule > Settings > Tax and Processing Fees -- Learn more here!
4: Class/Appointment Weight (if applicable)
If you have "Use program attendance requirements" turned on, you will be given the option to change the class/appointment weight.
This allows you to change the "cost" of each class against a member's attendance restrictions. For example, your 1-hour class might be worth 1 full attendance, but a 30-minute class is just 0.5 or a 2-hour class is worth 2.
5: Set Class Capacity
Use the toggle to Set Capacity on or off. When this is off, an unlimited number of students can register for your class.
Once turned on, select your class capacity and choose to show spaces remaining to your students registering for classes or not.
If this is turned on, students will see the remaining capacity listed like this:
6: Class/Appointment location
Lastly, update your customers on the class/appointment location. This can be an address, classroom number, or even a specific zoom link, if you would like.
While registering, your students will see the zoom link or location listed here:
And then here in their confirmation email:
Click "Save" when you're done.
Please Note: If you have the same class with different times on different dates you will need to create a separate class/appointment time for that class:
To delete a time, click "Edit" on the time slot and click "Delete Time".
Step 5: Turn On Your Class Schedule
Your classes are now all set up and ready to go!
Don't forget to go back and turn "ON" your Class/Appointment schedule for your classes to be live.
You can set your scheduler to Public (anyone can register using your Class Schedule URL) or to Private (members will need to either create an account or log in to view it).
Now that you have your classes created, you can add block-out dates to your calendar...
and set client scheduling limits for your students as needed!