If you offer classes or workshops, check out this article for how to manage your sessions 😄
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Package Bypass
Enroll Clients
You can easily sign your clients up for single or multiple class/workshop sessions! Here's how! 👇
Enroll client in single Class or Workshop session:
Open the the Class Calendar and click on the appropriate session on the calendar
Select the enroll client button to the right of the screen
Search for the client or add new
Specify if you want them to be notified, and hit Enroll Client
Enroll client to multiple sessions (Classes only):
Open the the Class Calendar and click the Enroll Client icon in the upper right (person with + sign)
Choose the client or add a new client
Select all desired sessions. You can filter the sessions by date/time, class, or instructor
Specify if you want the instructor and client to be notified and hit Enroll Client at the bottom
Enroll client to multiple sessions (Workshops only):
From the three lines in the upper left, select Workshops
Click on the Workshop from the list, and then Enroll Client
Enter the client, and select all the desired sessions
Lastly, click Enroll Client at the bottom
Un-Enroll client from multiple Classes & Workshops:
Via the class calendar, select your Class or Workshop session to pull up your roster
Click on the 3 dots next to the client’s name, and select Remove From Roster
Then select all the sessions to unenroll the client in, and confirm at the bottom
📫 When unenrolling a client from multiple sessions, cancelation notifications will be defaulted to off - that way we don’t overwhelm the client’s inbox with numerous emails. You can toggle that to on, if you want a client to receive multiple cancelation emails.
Enroll multiple clients + Quick Enroll/Check in
Open the the Class Calendar and click on the appropriate session
Select the + quick enroll / check in link within the Session Roster
Choose your client and they'll immediately be enrolled and checked in!
How do I check a client into a class or workshop?
This can be done through the following steps:
Go to the Class Calendar and open the class or workshop whose session you’d like to check clients in
Select the checkmark icon to the right of the client’s name, and they will now be checked in!
💡 Pro Tip: If a client has a package on their profile, you'll notice that a session is automatically decremented just by checking a client in. If the client has just one package, the session will be decremented, though if the client has multiple packages, you'll get to choose which one to use!
You can also mark clients who don't show up as no-shows, as well. Just click the three dots next to the enrollment and opt to mark as a no-show.
👭 To switch between the Attendees View and Group Booking View in your roster, click on either the single person to go to the Attendees view OR click on the group of people to go to the Group Bookings view 👇
How do I email clients attending my class?
Head to the Class Calendar and click on the appropriate session
When the roster opens, you'll see the option to email clients near the upper right-hand corner of the screen. Click here!
This won't send the message through Schedulicity, but will instead prompt your default email program to open and create a new message (like Mac Mail, etc). Clients will automatically be entered into the bcc field to keep everything nice and private for your clients—they won't see any information or email addresses for other clients enrolled in the class. 👍
How do I print my monthly calendar for classes?
Head to your Class Calendar and click Print Calendar in the top right
Choose between a Week or Month calendar
Set up Package Bypass
As clients have to purchase a package when booking an appointment, we've built a way for clients to bypass the payment requirement if buying a package that applies to their booking.
Here are the steps to turn Package Bypass on:
From Settings, click into Classes or Workshops
Select the class you'd like to edit
If you require payment, you'll see the option to toggle Package Bypass to on
Save
More information on Packages here!