Book a customer into an upcoming class
You can do this from two places, from POS or from a classes' details page.
From POS, click Home > POS > choose a customer > select class > choose the class > Add to Cart > to see if they have an applicable membership, click Memberships > select payment method.
From a class details page, click Classes > Schedule > click the class they'll be booked into > click 'Add customer into this class' > choose customer (note: if they don't have an account, click the 'plus' sign to add them)
If the customer has a subscription or class pack that applies to this class, it will show automatically as an option. Click it to add them in using the pack or subscriptions. If they don't, click Point of Sale.
Book a customer into a past class
Maybe a customer of yours arrived to class late and you need to book them in or mark them as having arrived afterward. Click Classes > Schedule > Past > Locate the class, click it > use the 'add customer into this class field.'
Bulk booking: Book a customer into a recurring series
To book someone into a recurring series of classes, open point of sale > select the customer > choose the class > check the box for 'book into all future classes in this series' > Then add to cart.
Choose payment method and book.
To avoid having to chase customers down for payment later, make sure you have your autopay settings set up correctly from Settings > General Setup > Unpaid Class Booking Auto-settlements.
If a customer approaches you later and needs to pay for their unpaid classes, open POS > select the customer and click 'unpaid classes.'
Check people into a class
Click Classes > Schedule > select the class > In the list of signups, flip the toggle next to those that have arrived.
See a customer's upcoming bookings
To see a customer's upcoming bookings, click Customers > Customer List > search for the customer and click their name > From their profile, click Activity > Upcoming
See a customer's past bookings & payments
Click Customers > Customer List > Search for customer & click their name > From the customer profile, click Activity > History >
You'll see all past purchases, including bookings and payments they've made. This can be a long list, so to narrow it down to just bookings, click Filters > Class > Apply filter.
Move a customer from one event to another
Click Classes > Schedule > Choose the class > Find the customer in the roster and select the dropdown menu to the right > Choose Move customer to class > and select which class.
Edit a recurring class schedule
Click Classes > select the class > click Actions > Edit recurring class > make your desired change > select whether to apply the changes to all upcoming classes in this series (by leaving the default toggle on) or when these changes should first begin (using the 'first class to update' drop down.
Can I extend a class recurring schedule?
Classes recurring schedules cannot be extended. In order to extend a class schedule in time, create a new class that starts right after the last session on the existing schedule.
Send a waiver to a customer by email
From Customers > Customer List > search for the customer & click their name
From the customer's profile > click Actions > Send waiver > choose either to send your General waiver or Membership waiver.
The waiver will be emailed to the customer. Customers will be able to agree to the terms by clicking the link in the email.
Sell a subscription or pack
To sell a membership (a subscription or pack), click Home > Point of Sale > choose a customer > select Membership >. Choose which membership to sell > Add to cart > Choose payment method > charge customer
Sell a gift card
Select Home > Point of Sale > select a customer > in the Cart section, choose gift card > Add a new gift card (using the plus button)
Note: If you sell a lot of gift cards, you can set yourself up for expedited gift card sales by generating a list of gift card codes in advance. These codes will be visible in that dropdown menu for easy adding to the cart (see screenshot below). To do this, in the left hand nav, click Studio set up > Gift cards > Add gift carts.
Back to the gift card checkout.
After clicking that plus sign, you'll see the menu below. To auto-generate a code, leave the field for Promo Code blank.
If a physical card exists, and you're using a bar code scanner, place your cursor in the 'gift card number' field and scan it in. Or just enter the code on the card.
Then, enter Amount > the Expiration if applicable > choose what its applicable to and click 'Add'
The gift card will now be available to select from the dropdown menu.
Click 'Add to cart' > choose payment method > click Charge Customer > confirm purchase > your customer will receive a confirmation email with the code to use
Expire a customer's subscription
Click Customer list > Search for customer & click their name > Locate the membership > click the dropdown menu to the right > and click Edit
Update the renewals left figure to the needed expiration timeline. If you put a 0, it will make this month the customers last month.
After clicking save, the subscription should now say 'Expires' instead of 'Renews on'
If you'd like to edit the expiration date, click the same dropdown menu, then Edit again, and change the expiration date to be any day you choose. Notice how the field now says 'Expires on'.