Schedule a Class and Book Clients (Hub App)

Add a Class to your Calendar

Aaron Remorenko

Last Update 4 bulan yang lalu


Video Tutorial


Step-by-Step Instructions

Scheduling a Class
  • Note: To schedule a Class, you will need to have created that service first; to do that, follow the instructions to Create a Class


  • Click on the "Book Now" button on the home screen or go to the Calendar
  • Use the controls at the top of the Calendar and select the date that you want to book the session for
  • Click on the red button with the the white "+" symbol at the bottom right and select "Schedule a Class"
  • Select the Location
  • Select the Class
  • Update the Class Description, as needed
  • Select the date for the Class
  • Select the start time for the Class
  • Set the maximum capacity for the Class
  • Set the duration for the Class
  • Assign the coach or coaches who will teach the class
  • Click "Save"


Inviting Clients to Book the Class

  • If the Access for a Class is set to "Public" your Clients can view the Class on your calendar and book directly (for more on Access settings, please see below under Additional Options)
  • To send your clients a link to the Class, simply:
    • Click on the Class on your calendar
    • Click on the link icon at the upper right
    • Share that link with your Clients via SMS, e-mail, social media, etc.


Booking Clients for the Class

  • To book Clients for the Class yourself, from the Calendar click on the Class
  • Click on the "Clients" tab at the top right
  • Click on the "+" sign at the bottom
  • Select the members that you want to book for the Class
  • Choose the package for the order; if the Client has remaining sessions in an existing package for the service, that credit will be used
  • Choose the Payment Method
  • Click the "Buy and Book Now"
  • Your Clients have now been added to the Class and can be viewed in the Client list

Additional Options - Scheduling a Class

Extra Time After

  • This gives you the ability to automatically block your calendar for a set period of time after the Class is done
  • For example, some coaches will set the duration for a Class for 55 minutes (which is what the Client sees when booking) and add 5 minutes to ensure they have time before their next session


Access

  • The Client access setting will default to what you selected when you created the Class
  • You can modify the Client access when scheduling the class
  • The 3 options for Client access are:
    • 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, etc.
      • 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


Virtual Link

  • You can add a videoconferencing link for the Class for virtual sessions
  • This link is then viewable in your Client's calendar of services




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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