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  3. Class/Appointment Calendar

Class / Appointment Registrations

Depending on parameters set during class setup, members can register for classes in different ways. You can also easily manage and communicate with class registrants.

 

 

 

Table of contents

 


Permissions and accessibility

Staff access:

  • Admin
    • Full access
  • Manager
    • Full access
  • Staff
    • Access to the public POS for class registration

MyStudio Plan restrictions:

  • None

 


How to allow class registrations

 

During class creation, ensure that the setting “Enable member registration functionality” is turned on. If this is turned off, customers may see the class in the public point of sale and member app, but will not be able to register for them.

 

Here is a picture of what it would look like for members if this is turned off:

 


How to have customers pay for classes

During the class creation process, you will need to turn on drop in pricing.

  1. Create or edit a class from services and products > classes and appointments.
  2. In the registration step, select “yes” for the “would you like to use drop-in pricing” setting.
  3. Apply any other settings in the registration step, including if you would like to waive the price for specific programs.
  4. In the class/appointment time step, enter the drop-in price.

 

Note: if the class requires a payment, students will not be able to schedule this for ongoing. 

 

Note: if the class requires a payment and you don’t waive the fee for specific memberships, the class will not be counted towards attendance limits.




How to restrict class registration

During the class creation process, you will need to add registration restrictions.

  1. Create or edit a class from services and products > classes and appointments.
  2. In the registration step, select “yes” for the “would you like to set registration access” setting.
  3. Specify which memberships and/or trials are allowed to register for the class type.
  4. Specify whether to hide the class from those who don’t have access.
  5. Specify whether the class applies towards attendance limits and rank requirements and how much it counts as.
  6. Finish creating the class with other settings and class times.

 

Note: for class weight, class/appt weight determines how many classes equate to 1 attendance. For example, a weight of 1 is equal to 1 class per attendance and a weight of .5 is equal to 2 classes per attendance. 

 


How to allow ongoing registrations

To set up ongoing registration abilities:

  1. Create or edit a class from services and products > classes and appointments.
  2. Add any registration settings.
  3. During the class time creation step, set up the schedule.
  4. Select “yes” for the “allow ongoing registrations” setting.
  5. Choose whether to allow customers to register for ongoing classes themselves. 

 

Note: ongoing registrations will only pre-register up to 180 days in the future or the amount of days you entered in services and products > classes and appointments > settings > client scheduling limits.

 

Here is a picture of the setting you are looking for:

 




How do ongoing registrations look when registering

If you’ve set up a class to allow ongoing registrations, there will be a check box during registration to select ongoing. If there are any dates in the future that cannot be registered for, the system will display a popup outlining which dates couldn’t be registered. 

 

Note: if the student has a past due payment for the membership or if the class has a cost to it, the class cannot be scheduled for ongoing.

 

Here are some pictures of what to look for:






How to set capacity

To set up ongoing registration abilities:

  1. Create or edit a class from services and products > classes and appointments.
  2. Add any registration settings.
  3. During the class time creation step, set up the schedule.
  4. Go to the capacity and waitlist setting.
  5. Select “yes” for the “set capacity” setting.
  6. Enter the amount of registrations allowed for the class.
  7. Choose whether to show the spaces remaining.

 

Here is a picture of what to look for:

 

 


How to enable a waitlist

To set up a waitlist:

  1. Create or edit a class from services and products > classes and appointments.
  2. Add any registration settings.
  3. During the class time creation step, set up the schedule.
  4. Go to the capacity and waitlist setting.
  5. Select “yes” for the “set capacity” setting.
  6. Enter the amount of registrations allowed for the class and whether to show the spaces remaining.
  7. Select “yes” to enable the waitlist.
  8. Enter the amount allowed on the waitlist and choose what kind of communication is sent to members when a space opens up.

 

Here is a picture of what to look for:

 

 


Factors that could prevent registration

 

Issue preventing registration

What it means

Can it be overridden by staff

Blockout dates

Studio has set up blockout dates for things like holidays, closures, etc. This setting is in services and products > classes and appointments > blockout dates.

No

Past due payments

Student has a past due payment attached to the membership.

Yes, but only for the initial class registration. Student will not be able to schedule ongoing.

Already registered

Student is already registered to that class’s time slot. This is membership specific.

No

Class is past

The class has already occurred for the day. Registration/attendance can still be taken for a student from the attendance portal.

No

Class is full

The class capacity has been met.

Yes

 


How to view class rosters

To view a class time’s roster:

  1. Go to operations.
  2. Go to class calendar.
  3. Click on the date / time you want to view the roster.

 

Here are some pictures of what to look for:

 




How to log attendance from the class roster

To log attendance from the class roster:

  1. Go to operations.
  2. Go to class calendar.
  3. Click on the date / time you want to view the roster.
  4. Click “update attendance.”
  5. Click “log attendance.”

 

Note: this can only be done for past class times.

 


How to update rank from the class roster

To update a student’s rank from the class roster:

  1. Go to operations.
  2. Go to class calendar.
  3. Click on the date / time you want to view the roster.
  4. Select some or all students in the roster.
  5. Click “update rank.”
  6. Continue through the popup prompts.

 


How to cancel or reschedule someone’s class registration

To cancel or reschedule someone’s registration from the class roster:

  1. Go to operations.
  2. Go to class calendar.
  3. Click on the date / time you want to view the roster.
  4. Click on the participant’s name.
  5. Choose to cancel or reschedule the registration.
  6. If the registration is part of an ongoing schedule, choose whether you are cancelling or rescheduling just the one class or all future classes as well.

 

Note: you can’t reschedule a class that is past.




How to view the waitlist

To view the waitlist from the class roster:

  1. Go to operations.
  2. Go to class calendar.
  3. Click on the date / time you want to view the roster.
  4. Click the waitlist tab to view members in the waitlist.

 

You can register or remove a student from the waitlist by clicking on the participant name and choose to register or remove. Here are pictures of what to look for:







How to view a specific participant’s class registrations

To view the registrations for a specific participant from the class calendar:

  1. Go to operations.
  2. Go to class calendar.
  3. Click “search participant.”
  4. Type the participant name and enter.
  5. Click on the correct participant to view all their registrations.

 

You can also cancel or reschedule their registration from this page. 

 

You can also view this from the participant profile in all customers. Here is a picture of what to look for in the class schedule:

 

 


Can students view their class registrations?

Members can see a full list of each participant’s class registration list in the member app:

  1. Login to the member app
  2. Click the three lines
  3. Go to my account 
  4. Click into purchase summary 
  5. Select class schedule.



Here is a picture of what to look for:

 

 

Note: customers can also view these organized by participant in the participants section. If you have allowed members to register for classes themselves, they will also be able to cancel or reschedule the class time themselves. This can be for either only this class or this and all ongoing future classes. Here is a picture of what that looks like: