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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 over 3 weeks ago

  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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