How to Book a Client from the Admin
Enroll a client in a class directly from your admin calendar. You can do it using their active plan, or activate a new plan during the same process.
Book a client with an active plan
- Click on Calendar.
- Find the class you want to book for your client and click on it.
- In the Add Contact section, search for the client in the search bar. You can also create a new client profile from there if they are not in your system yet.
- When you find them, click on their name.
- Choose the payment method: active membership, pack, card, or free access.
- Click Confirm booking.
The client will receive an email confirmation with the details of their booking.
Book and enroll a new client in one step
If the client does not have an active plan, you can activate one during the booking process.
- Click on Calendar and select the class.
- Click on Contact.
- Add a new contact or choose an existing one.
- The Point of Sale will open. Select the plan you want to assign and complete the purchase.
- Close the Point of Sale by clicking the X in the top-right corner.
- Click Confirm booking.
The client will be booked in the class and their plan will be active.