How to set up a class

Step 1: Create a Class

• Functions-> Classes-> Add Type
• Class Id: enter a class code up to 10 alphanumeric characters
• Class Id Display: enter a short description of class; seen when purchasing by staff and clients
• Description:  Enter a full length description of what the class entails
• Session Charge: typically set to one; this is the number of sessions that will be deducted from a clients service package for attending the class
• Price: value of the class; used for non-members of drop-ins and payroll only
  
• Member Can View: Set to yes to display on the member portal
• Session length: enter the appropriate length of the class
• Type: use [Normal] for a typical class like yoga, zumba, etc; use [Group Training] for small group personal training or one-on-one PT
• Check the instructor payroll box if you want to pay the trainer based on class payroll
• Click [Save]

Step 3: Schedule the Class

• Functions-> Scheduler-> Sched Matrix; select the month and click on the appropriate day from the calendar.
• Under the correct trainer's name, find the correct time of the class and click [Sched].
  
• Appointment for: [Classes]
  
• Select the correct class from the drop down menu to the right of class; added in Step 1.
  
• Enter the capacity of the class
  
• Enter the appropriate class length (workout length)
  
• If this is a recurring class, select [yes] for Perm Appt and the number of repeating days/weeks.
  
• Add any appropriate class notes
  
• Click [Add Appointment]
  

Step 4: Schedule Members in the Class

• Functions-> Scheduler-> Sched Matrix; click on the class from the schedule matrix.
• Click [Add Members] to select a member for the class
• Appointment for-> Members w/ Services; select member from drop down menu
• Click [Add]
• Repeat for additional members