Overview
This article guides you through the process of Booking a Member into a Session.
The article is divided into the following fourteen topics:
Prerequisites
Role
Scope
Use case
Class sessions
Ad-hoc class sessions
Personal training sessions
Administrative sessions
Navigation
Branch level
Book a session
Cancel a booking
Check-in a member
Cancel a check-in
Prerequisites
Role
All Roles permit Staff members to Book a Session.
Scope
You must have at least one Role in the Branch you wish to Book a Session.
For more information on Roles, click here.
For more information on Permissions, click here.
Use case
Sessions define the time an event occurs and contain a registry of the Members that will be attending.
Booked Members can be "Check-in" to confirm their attendance.
Sessions are created at Branch level and enable you to Book Members into:
Class sessions
A Group Fitness Class session.
A Class must be created first. For information on how to create a Class, click here.
e.g. Earlybird, Bootcamp, Crossfit, Zumba, Yoga and Pilates
- Class session colours are derived from the Class settings
displays Bookings / Max capacity
indicates the Session is available online
indicates the Session is repeated weekly
Ad-hoc class sessions
A Class created on the fly.
e.g. A special one-off Class
- Ad-hoc Class sessions colour is always black
displays Bookings / Max capacity
- they cannot be Booked online
indicates the Session is repeated weekly
Personal training sessions
Personal Training sessions or one-on-one training.
- Personal Training sessions colour is always black
displays Bookings / Max capacity
Max capacity is usually set to one, as Personal Training sessions are usually one-on-one- they cannot be Booked online
indicates the Session is repeated weekly
Administrative sessions
Meetings, appointments, reminders or tasks for Staff members
- Administrative sessions colour is always black
displays Bookings / Max capacity
Max capacity is not usually set, therefore only the Booked Members are displayed- they cannot be Booked online
indicates the Session is repeated weekly
Navigation
Members are Booked into Sessions via the Calendar within Branch level:
Branch level
To Book a Member into a Session:
Navigate to Branch level (blue menu)
Select a Branch (optional)
Click on Calendar
All Class sessions, Ad-hok Class sessions, Personal Training sessions and Administrative sessions are displayed:
Note: The default Calendar view is Day view, however, the above image displays the Calendar in Week view.
Click on the Session you want to Book a Member into.
The Session panel is displayed, containing details of the Session, and a list of Booked Members:
Book a session
To Book a Member into a Session:
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In Calendar, select the Session the Member wants to Book |
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Booked Members are displayed at the bottom of the Session panel,
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Click on the Add Member button
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Search for a Member using the search box
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Click Book (right-hand side of Member's name)
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The Member will now appear in the list of Booked Members for that Session |
Cancel a booking
To cancel a Member's Booking:
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In Calendar, select the Session you want to cancel a Member's Booking |
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Booked members are displayed at the bottom of the Session panel |
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Click on the three vertical dots |
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Select Remove Booking from the Contextual menu |
Check-in a member
To register Member attendance, you can check Members into the Session as you take a roll of attendees. This is useful for billing purposes or fire evacuation safety.
To Check-in a Member:
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In Calendar, select the Session you want to check Members into |
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Booked members are displayed at the bottom of the Session panel |
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Click on the three vertical dots |
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Select Check-in from the Contextual menu |
Alternatively, to Check-in a Member:
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Navigate to the Member list |
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Select the Member you want to Check-in |
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Select the Activities section (top of the screen) |
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Click on the three vertical dots |
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Select Check-in |
Cancel a check-in
To cancel a Check-in:
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In Calendar, select the Session where the Member is Check-in |
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Booked members are displayed at the bottom of the Session panel |
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Click on the three vertical dots |
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Select Cancel check-in from the Contextual menu |