Classes

To access Classes, open the App Drawer then click Setup > Services > Classes.

Understanding classes

A class is a series of sessions offered to clients.

Clients can be booked into a class in various ways, such as booking a class session through the Client Portal, being booked into a class session by a staff member, or simply dropping in on a class session.

Key features of classes

  • Automatic scheduling: Sessions are scheduled in advance and can repeat over time, making it easy to reuse the same class with different staff members across your schedule.
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  • Client choice: Clients can choose to attend a class according to their own schedules and interest.
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  • Payment flexibility: Flexible payment options for one or more sessions.

What can you do with classes?

Classes are a flexible way to offer services to groups of clients. Here’s how you can use them in WellnessLiving:

  • Schedule sessions that include asset reservations, like spin bikes or yoga mats.
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  • Manage your attendance list, seamlessly add clients, and take payment.
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  • Send class announcements through our Marketing Suite to keep your clients in the loop about newly scheduled sessions.
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  • Follow up after class to ask clients to leave a review.

Getting started with classes

Before clients can start booking classes, follow these steps:

  1. Create the class: Set up the class details: name, description, capacity, and more. For step-by-step instructions, see Create, modify, duplicate, or delete a class.
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  2. Schedule the class: Add sessions to your schedule so clients know when the class is available. For step-by-step instructions, see Schedule a Class.
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  3. Start booking: Once everything is set up, clients can begin booking their sessions through the Client Portal, or your staff can book them in directly.

Key tips

  • You must create and schedule a class before clients can participate in its sessions.
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  • Unlike events, clients are not obligated to attend every session of a class.
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  • For a more in-depth understanding of classes and how they differ from other service types, check out Services.

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