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How to Schedule a Class on the Sched Matrix

Step:1
  • At least one trainer must be entered into your system in order to schedule a class.  To do this go to Functions-> Users-> Add User; user type =Trainer.
Step:2
  • A class type must be added to your system before you can schedule the class.  Go to Functions-> Classes-> Add Type.
  • Enter up to 10 characters for the [Class ID] field - no spaces, or non-alpha/num characters, (only seen by staff)
  • 30 character Display ID - displayed for purchasing by admins and members
  • Add a full description of the class
  • [Session Charge] - enter the amount of sessions deducted from a member's service package for attending the class; typically 1.
  • Enter the value of the class in the [Price] field
  • Select the correct class length
  • Save
Step:3
  • A member must own a service package to register and attend a class.  
  • Go to Functions-> Services-> Purchase (assuming you have added the correct service type for purchase).
  • Type in the last name of the member that wants to schedule personal training, and search.
  • Under the actions column, click [Purchase] and select the appropriate service package.
  • You can [Make first payment] now if desired, or wait till a later date.
 
Now that a trainer has been added to your system, the class type has been created, and the service package is available for purchase by your clients, you can now schedule.
 
  1. Go to Functions-> Scheduler-> Sched Matrix; select the month and click on the appropriate day from the calendar.
  2. Under the correct trainer's name, find the correct time of the class and click [Sched].
  3. Appointment for: [Classes]
  4. Select the correct class from the drop down menu to the right of class; class type added in Step:2 above
  5. Enter the capacity of the class
  6. Enter the appropriate class length (workout length)
  7. If this is a recurring class, select [yes] for Perm Appt and the number of repeating weeks.
  8. Add any appropriate class notes
  9. Click [Add Appointment]
 
**Note: the scheduled class will now appear on the [Sched Matrix] and trainer schedule.  To add member's to the class click on the class from the sched matrix, and click add member under the actions column.
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