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New client flow: How to add, purchase and check them in for class

Do you need to book a client and activate their plan at the same time? It’s very easy! Just follow these steps:

Laura Matus avatar
Written by Laura Matus
Updated this week

  1. Go to the calendar in your account.

  2. Click on the class where you want to book the client.

  3. Select “Contact”.

  4. Add a new contact or choose an existing one.

  5. Activate the client’s plan: The Point of Sale will open. Here, select the plan you want to assign and complete the purchase.

  6. Close the Point of Sale by clicking the X in the top-right corner.

  7. Select Confirm Booking.

✅ Done! Your client is now booked and their plan is active. 🙌🏻

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