INTRODUCTION
Feature Summary: System users can book lessons with instructors for members on the admin scheduler.
Use Cases: Use the Expanded (or Consolidated) scheduler to complete many kinds of member tasks, including lesson reservations and payments.
System users can also book lessons with instructors for members on the admin scheduler. Click here to learn more.
If system users enable the Book a Pro feature, players and members can book lessons with instructors on the member portal. Click here to learn more.
PREREQUISITES
Set up instructor user pages, create lesson types, and configure lesson pricing.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to the side menu and click SCHEDULER > EXPANDED.
Booking a lesson
Select a date and time on the scheduler and then click the Reserve button.
Booking a lesson on the Consolidated scheduler follows the same workflow. The main difference is that system users don't see individual court names on the scheduler.
The reservation page displays.
Fill in the fields. (see below)
Click Save.
Filling in the fields
Type - Make sure Lesson is selected.
Lesson Type - Click the field and select a lesson option.
Start / End times - Confirm the times and use the clock icons to adjust the time if required.
Recurrence - If this is a recurring reservation, click the field and select an option. The default setting is None. Click here to learn more about recurring bookings and lessons.
Instructors - Click the field and select one or more options.
Players
Search for Players - Click the field and enter the first three letters of a member's name (first or last name). Select a name for the lesson. Repeat to add more members.
Send Confirmation Email to Player(s) - After adding one or more players, CourtReserve displays the confirmation email field. Check the box to send a confirmation email message to each player on the booking.
Guests
It is not possible to add non-members to a lesson. (This is different from booking a court, where members can add non-member players to a booking.) Every player on a lesson reservation must have a CourtReserve account with a membership type. It is possible to create an account and have a Guest membership type.
Other fields
Court Type and Court - CourtReserve auto-fills these fields based on the system user's selection on the Expanded scheduler. System users can change these settings. Click the field and select an option.
Ball machines - Depending on the Reservation Type selected for this booking, CourtReserve displays an option to book a ball machine (or other equipment). If required, click the field and select an option.
Display Message for the Schedulers - Enter an optional message in the field, which displays on the admin side. It's not visible on the member portal.
Hide on Public Scheduler - Check this box to hide reservation details on the public scheduler view. On the member portal, the court booking appears as Reserved and does not show the members involved.
FEATURE USAGE - ADMINS' PERSPECTIVE
CourtReserve displays the lesson reservation on the scheduler. The scheduler shows the internal note (if added) and membership type short codes for the members/players.
Click the triangle icon to check in members/players.
Click the dollar sign icon to see the payment status and, optionally, process a payment from the scheduler.
Hover the mouse on the booking and click the i icon to learn more about the booking. System users can also click an icon to complete additional tasks.
Edit the booking.
View the players.
Emal the players.
Process the payment.
View the audit log.
Delete the booking.
FEATURE USAGE - USERS' PERSPECTIVE
On the member portal, players can see lesson reservation details. Click the account name, select My Reservations, and click the DETAILS button.
What's Next?