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Set up and manage Class Bookings

Import a weekly timetable, add classes manually, and manage member bookings and dated sessions.

36 steps
Set up and manage Class Bookings
Full guide (4:50)

Step-by-step guide

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  1. 1

    Open Pages

    Open Pages in your app editor and select Add Page or Function.

    Open Pages
  2. 2

    Choose Class Booking

    Search for class and select Class Booking.

    Choose Class Booking
  3. 3

    Choose import or manual entry

    Start with Import Classes for a CSV, or Add Class for manual entry.

    Choose import or manual entry
  4. 4

    Review the CSV

    The supplied CSV adds 12 classes, 5 instructors and 19 weekly sessions; review each row before importing.

    Review the CSV
  5. 5

    Check the imported list

    Imported classes remain a draft until the configuration is saved; the future workshop stays inactive.

    Check the imported list
  6. 6

    Add a class manually

    Enter the class name, category, duration, capacity, location and description, then select Add Class.

    Add a class manually
  7. 7

    Check instructors

    The CSV creates instructor profiles and reuses matching names for multiple weekly sessions.

    Check instructors
  8. 8

    Add an instructor manually

    Enter a name, specialties and biography, then select Add Instructor.

    Add an instructor manually
  9. 9

    Review the weekly timetable

    Check each class, day, time and assigned instructor; an override changes capacity for that weekly slot.

    Review the weekly timetable
  10. 10

    Add a weekly session

    Choose the class, instructor, day and times; optionally override the default class capacity.

    Add a weekly session
  11. 11

    Review booking rules

    Set the advance window, minimum notice, waitlist and cancellation policy; save all four tabs together when finishing setup.

    Review booking rules
  12. 12

    Name the page

    Choose a short page name and icon before creating the page.

    Name the page
  13. 13

    Browse the saved timetable

    Members choose a day and category to see available places; past classes cannot be booked.

    Browse the saved timetable
  14. 14

    Sign in before booking

    Members must sign in or create an account before confirming a place.

    Sign in before booking
  15. 15

    Confirm a member booking

    Choose Book, check the date, time, instructor and payment shown, then select Confirm Booking.

    Confirm a member booking
  16. 16

    Read the booking confirmation

    The success stays inside the confirmation pop-up until Done; a successful booking is also saved in My Bookings.

    Read the booking confirmation
  17. 17

    Find your booked classes

    Open My Bookings to view upcoming classes, times, instructors and booking status.

    Find your booked classes
  18. 18

    Cancel your own booking

    Select Cancel beside the booking, read any cancellation notice and confirm Cancel booking; Keep booking leaves it unchanged.

    Cancel your own booking
  19. 19

    Check cancellation succeeded

    The pop-up confirms cancellation and shows any credit or fee outcome; select Done to return to your bookings.

    Check cancellation succeeded
  20. 20

    Review the cancelled status

    The cancelled booking remains visible with its status; routine booking and individual-cancellation emails are not currently sent.

    Review the cancelled status
  21. 21

    Open the staff session roster

    In Data Manager choose Class Bookings, select your app, then select the session date and class to view confirmed members.

    Open the staff session roster
  22. 22

    View all bookings for a day

    Choose Bookings calendar and Day; use the date, search and status controls to find bookings and review payment status.

    View all bookings for a day
  23. 23

    Browse the month calendar

    Choose Month to see booked classes across the calendar and switch back to Day for individual booking details.

    Browse the month calendar
  24. 24

    Add a walk-in member

    In Sessions & roster select Add walk-in, choose an existing member and confirm; the saved session capacity still applies.

    Add a walk-in member
  25. 25

    Check the walk-in was saved

    The member appears in the confirmed roster with a Walk-in label and the session count increases.

    Check the walk-in was saved
  26. 26

    Mark attendance or a no-show

    Use Attended or No-show on a confirmed member, then open Attendance / history to review the saved outcome.

    Mark attendance or a no-show
  27. 27

    Review waiting members

    The Waitlist tab shows waiting members in queue order; this demo session has no waiting members and does not demonstrate a promotion.

    Review waiting members
  28. 28

    Understand an opening on the waitlist

    When a confirmed place opens, the next eligible waiting member is promoted without exceeding capacity; successful promotion queues a member email.

    Understand an opening on the waitlist
  29. 29

    Assign cover for one date

    Select Substitute instructor, choose another instructor and optionally enter a reason before selecting Save substitute.

    Assign cover for one date
  30. 30

    Check the dated instructor change

    The selected date shows the substitute; alerts are queued only for members currently confirmed or waitlisted for that dated session.

    Check the dated instructor change
  31. 31

    Cancel a session rather than one booking

    Select Cancel this date, check the displayed member counts, optionally add a reason and select Cancel session.

    Cancel a session rather than one booking
  32. 32

    Review the cancelled session

    That date is marked Cancelled, affected bookings move into history and member cancellation alerts are queued.

    Review the cancelled session
  33. 33

    Keep the weekly timetable intact

    The following week still has the original instructor and a bookable session; one-date changes do not rewrite the recurring timetable.

    Keep the weekly timetable intact
  34. 34

    Know which member emails are supported

    Email alerts cover waitlist promotion, dated-session cancellation and instructor changes, using the member email recorded on the booking.

    Know which member emails are supported
  35. 35

    Distinguish queued alerts from delivered email

    The demonstrated session cancellation queued an alert, but the email provider rejected that demo send; no received email or inbox delivery is claimed.

    Distinguish queued alerts from delivered email
  36. 36

    Know the current email limits

    Routine booking, individual-cancellation and advance class-reminder emails are not implemented; the editor notification-email field does not currently send studio alerts.

    Know the current email limits

You have reviewed CSV and manual setup, member booking and cancellation, staff calendars and rosters, walk-ins, attendance, waitlists and dated changes, with the current email limits clearly distinguished from confirmed booking outcomes.