Create a Class (Hub App)

Setting up a group class

Aaron Remorenko

Last Update há 4 meses


Video Tutorial


Step-by-Step Instructions

  • Open the Settings menu using the stacked lines icon in the menu at the bottom right of the screen
  • Select Classes from the menu
  • Click on "Add Class"
  • Add the Class Name and Description
  • Booking Family Members/Children
    • If you have Primary Members that will be booking for Family Members, you will want to turn this setting on
    • This is an important setting if you have parents booking services for their children, or when you have an adult that handles booking for their spouse of another adult
    • Learn more about Primary Members and Family Members
  • Click on the "Add New Package" button and create at least one package and with your pricing
    • Many coaches start with a single session and a standard price
    • You can create packages for multiple classes, including those with volume discounts to generate more revenue and encourage clients to work with you long enough to see results
  • Set the capacity for the Class
  • Select the duration of the service
  • Turn extra time after on/off
    • This gives you the ability to automatically block your calendar for a set period of time after the 1:1 session is done
    • For example, some coaches will set the duration for a 1:1 session for 55 minutes (which is what the Client sees when booking) and add 5 minutes to ensure they have time before their next session
  • Choose the Access setting for the Class (this can be changed when scheduling the class, too)
    • The Access setting gives you options to curate who can book a particular Class
    • Public, all Clients can book
      • Once scheduled on your calendar, the Class will be on your public calendar and can be found and booked by your Clients
      • This is the standard setting that most Coaches use for their Classes
    • Private, only a Coach can book
      • A private Class that Clients can not view, and can only be booked by a Coach in the Coach Portal or Hub App
      • This allows you the highest level of control on the attendees for a Class to match things like skill levels, positions, even personalities(!)
      • Because only a Coach can book, it does require that the Coach take the client's card information, used a saved card on file, or use previously purchased credits on the client account
    • Only clients with a link can book
      • The Class will not appear on your public calendar, but clients who have the direct link for the Class are able to view and book the Class
      • This is a great option for Coaches that want to curate the Class group, and still have their Clients do the booking and handle the payment without needing the Coach to be involved
      • Once the Class has been scheduled, click on the Class in your calendar to find the link and QR code that can be sent to your Clients
  • Click "Add" button to save the service

Interested to see all of the ways CoachFirst can help you automate your business and get closer to your clients? Explore the Knowledge Base or reach out to us to find even more ways to take control of your business!

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