Classes need to be booked in as a Class Session in the Calendar.
The sequence is to
First create a new Class.
Next add the Class to the calendar as a Class Session.
Lastly add clients and their payments to each Class Session created.
To add a New Class click on the Plus button in the top right bar
Alternatively, you can add a New Class via the Plus button on the Classes Page.
In the Create Class Screen decide what name and details you want to give your new class:
Class name
Number of spaces/students you have
Duration
Price
Notes - add any relating to your class
Choose a colour for your new class by clicking on the colour wheel where is says CHOOSE COLOUR.
Decide if you want to enable your class to be booked via Online Booking and switch the ON/OFF button accordingly.
If you switch Online booking ON, you can choose to collect payment for this service during the online booking process as long as you set up your Pocket PA account to be connected to a Payment Gateway (Stripe or Square)
You need to select the maximum number of spaces that you want to allow be booked via online booking in one go.
This means you will be able to Add a friend to a class during Online Booking.
To find out more information click here.
You can also ask your client a specific question during the online booking process that relates just to that class.
You can also choose to deliver your classes via Zoom so select the ON/OFF button accordingly for this option.
ENSURE your client has an email address registered in their contact details otherwise we cannot send them a link to connect
Click Save in the top right corner when you finished.
ADDING A CLASS SESSION
Adding a session to your calendar allow clients to book into the class.
After saving a new class you'll be dropped to the View Class Screen with class details.
You can see that there are no sessions yet so to add a session you need to click Add session button on the right side on the View Class Screen.
After clicking on Add session button you'll be dropped on the screen where you'll create an appointment to enter the date and time you want that Class session to run
To see how to create an appointment click here.