Book a client into a class using the step-by-step wizard: Client → Pass → Seat → Confirmation.
Step 1. Go to Class overview, open the class, then select Book a client.
Step 2. Search for the client by name or email and select them, or select Create a profile if it's a new client. An alert appears if their profile is missing an email address or a required tag.
Step 3. Choose a pass. Passes are grouped into the Compatible, Incompatible and Bill a new pass tabs.
The recommended pass (the one that uses the fewest credits) is pre-selected.
Hover over a pass to see how many credits will remain after the booking.
Incompatible passes show a reason, such as "Expired", so you can explain it to the client.
No compatible pass? Use Bill a new pass to sell one on the spot.
If you have credit management permission, turn on Skip credit to avoid deducting a credit. A pass is still required.
Step 4. (Recurring classes) Tick Book future dates to select other classes to book right now, within the client's available credits. This doesn't create a recurring booking: the rules that automatically book classes in advance are always set up from the client's profile.
(Series) Use the Upcoming/Past tabs to choose which classes to book, even outside the series' own rules. A warning appears if this goes beyond those rules.
Step 5. (Regular classes, if Seat selection is enabled) Choose a seat. For recurring classes and series, a seat is assigned automatically for now: you can change it afterwards from the booking's three-dot menu.
Step 6. Check the summary, then confirm.
"Send a confirmation email" is on by default: turn it off if you don't want to notify the client.
Booking a class that has already started or finished? Confirm the message that appears to continue.
Is the class full? You can still book if you have permission to, or select Add to waitlist, which only appears when the class is full.
A confirmation appears once the booking is complete, and the client shows up immediately in the attendee list. Any outstanding balance appears as a red dot next to their name.
Known issue: "Create a profile" opens the old sign-up form in a new window. The new client still appears in search results without needing to refresh the page.
Frequently asked questions
Why do I still need to choose a pass when I turn on "Skip credit"?
No booking can exist without a pass. When Skip credit is on, no credit is deducted, but attendance is still recorded.
What's the difference between "Book future dates" and a recurring rule?
"Book future dates" books the classes you choose right now, within the available credits. A recurring rule automatically books matching classes in advance, and is always set up from the client's profile.
A client has no compatible pass: can I still book them in?
Yes. Use Bill a new pass, or add them to the waitlist if the class is full.
Can I change the pass after booking?
Yes: you can swap it from the booking's detail view, without having to cancel and rebook.
Related articles
Book recurring dates from the class (article coming soon)
Enrol your members into every class of a group activity (article coming soon)