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How to Book Clients into a Class

Add a booking's guests as seats in a scheduled class, check seats left, and add a class when one is full.

Booking clients into a class works like any other new booking. The difference is the dates step: instead of creating a separate trip, you add the booking's guests as seats in a class that's already scheduled.


Before You Start

The experience must have Default trip behavior set to Class trips, and the class should already be scheduled. See How to Create a Class Experience and How to Schedule Classes.


How to Book Clients into a Class

  1. Click + New booking, then select an existing client or create a new one.

  2. Click + Add experience and select the class experience.

  3. In Edit Dates, set Persons to the number of guests on the booking.

  4. Pick the date of the class on the calendar.

  5. Select the Join class tab.

  6. Under Add seats to available classes, find the class you want and click + under Add seats once for each guest. The count next to it shows how many seats are left in that class. For example, 4/6 left after adding 2 seats to an empty class of 6.

  7. Click Select. The button becomes available once every guest has a seat.

  8. Enter the rest of the booking details, then click Save and choose how to confirm the booking: Send Invoice, Add Trips to Calendar (No Invoice), or Keep as Draft. See How to Create and Confirm a New Booking.


Reading the Class List

Each class running on the selected date shows:

  • Class – the class number for that date

  • Add seats – the seats you're adding for this booking, and how many are left

  • Guide – the guide assigned to the class, and how many bookings are already on it

  • Time & Duration – when the class runs

  • Seats from – the confirmed and draft seats already taken, and the booking clients they belong to


When a Class Is Full or Not Running

All of a booking's guests join classes on the same date. If they don't all fit, a warning shows how many seats you've added and how many people are still unassigned. You can't add seats to a class with no seats left. Instead, either:

  • Click + Add class to add another class on that date, and add the remaining seats there

  • Pick another date with an available class

If no class is scheduled for the experience on the selected date, you'll see No classes are running for this experience on the selected dates. Pick another date, or click + Add a class for [date] to create one.


Move or Add Seats Between Classes

To rebalance seats across classes on the same date, open a class and click Manage class. Every class on that date is listed under Manage classes. Click + Add class first if you need another one.

  • Move a seat – Drag a seat from one class's Clients list into another class. Moved seats show a New seat label.

  • Add a seat – Click + Add seat under a class's Clients list and choose which booking itinerary the seat comes from. Only bookings with an itinerary covering that date can add a seat. If none do, you'll see No booking itinerary covers this day.

Seat changes affect bookings, so they aren't applied until you confirm them. Click Save in the banner at the top of the page, or Discard changes to undo them.

Need a private trip instead? Select the Create private trip tab in Edit Dates to give this booking its own trip, even for a class experience.


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