Settings FAQ's - Classes

Have you ever wished that you could see the number of visits each customer has had on your class rosters? Now you can!

Head to Settings > General set-up > scroll to Misc. Account Settings > toggle ON Display visit count in class bookings list.

With this setting, you and your staff will be able to easily see how many classes each client has been to, supporting you in understanding customer behavior, which can help with recommending different memberships, classes, programs, etc. and allow you to celebrate different milestones when your teaching!

You can now add SOAP notes to customer’s from a class or event!

Previously, SOAP notes were only available from appointments, however, this is now an option from any class for any customer. To create your first SOAP note from a class, click the three dots next to a customer from the class roster page > Add SOAP note to customer.

SOAP notes are available to view and edit from the customer’s profile under the Notes section.

When creating a class you'll choose if its online or in person.

If its in-person, you'll have options to choose from your in person locations.

If its online, you'll have two options:

To create a class with spot selection, follow the normal class creation steps > Classes > Schedule > new class > choose a template if required.

Name it, set the max participants, the duration, assign a teacher, and location. Then scroll to Spot selection, flip the carrot, and toggle this on.

If you don't already have a room create, click 'Add new room' and add as many spots as the Max Participant figure you typed earlier. Consider adding objects like doors to help customers orient themselves when choosing a spot.

Customers will be prompted to choose a spot when signing up. You can test their experience after creating the class by clicking the sign up link that you'll see on the class details page.

Early Access Booking Windows allow you to give VIP customers earlier booking windows than others. This is done with tags. You tag a group, then decide how much sooner they can book a specific class than every one else.

If you've already tagged a special group of people, you can then restrict booking from the Class, or Class Template Settings, specifically the Additional Settings Menu.

Step 1 is to Tag your Memberships that will get early access booking. For simplicity, consider using the same tag on all memberships.

Click Memberships > Subscriptions > Packs > select the membership > click Edit Details > scroll to the bottom and click Add Tag.

Note: if the membership already has a tag assigned you'll an 'Edit Tags' feature from the membership preview page without having to edit the membership (pictured below).

Step 2 is to restrict booking at the class level.

Click Actions > Edit > Scroll to Additional settings > Restrict who is eligible to book and when > Restrict bookings to customers with specific tags.

Once this setting is toggled on, check the box next to the tag you want to set up, and then you’ll have the option to allow those tagged members to book.

You'll have choices between:

Create as many different booking restriction windows as you like.

Notice above how you can set up a specific window for non-members as well. To do this, toggle on Allow customers without a tag to book as well choose your timing preference.

Create a sales cutoff for classes

Creating a sales cutoff for classes allows you to stop sales in the hours or days leading up to the start time. At the time of this writing, its possible to do this from two places: the template and the individual class. It is not currently possible to do this at the class series level.

To make these changes, click Classes > Schedule > choose a class > then edit either the template or individual class.

In either scenario, you'll find the Sales cut-off menu under 'More settings' at the bottom of the page.

Click Settings in the bottom left > General Setup

Scroll to Misc. Settings > toggle on Limit sessions to 1 booking per customer.

Custom questions allow you to ask important questions of your customers ahead of class, and give your teachers a heads up about the answers ahead of the start time.

To set this up, locate a class and use the dropdown menu to its right to edit it.

Scroll to the bottom section titled Additional Settings > under Custom Questions click Add Question.

Type it here and Save. Choose whether to apply these changes to the entire series (if this is a series).

Customers will now see this field in red at checkout.

Teachers viewing the class details page will see the sign up list now contains the customer's answer.

The welcome message allows you to create a special custom message for each class that sends to your customers via confirmation emails. It requires two steps to set it up.

Important: to apply these changes to all classes in a series, edit the Template associated with this class. As of this writing, editing the individual class will only edit that single class.

Locate the class > click Edit class/template via the dropdown menu to the right > scroll to Additional Settings > open Welcome message > add the copy > Save.

Then, In Transactional Templates add the 'Welcome Message' Variable

If you add a welcome message variable to just your class confirmation templates, then that special message you added to your vinyasa class / template will only fire with Vinyasa class confirmation messages.

Start by searching for the confirmation message: click Studio-setup > click Transactional templates > search for class confirmation (or any message)

Copy the variable for welcome message > paste it into the content where you'd like it to insert that message you wrote in step 1 > then Apply Changes.

Sign up for an upcoming class that uses this welcome message and check your inbox.

Ahead of the test, double check that the template is enabled and that the location listed on the transactional template matches the class you're signing up for.