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Getting Started with Appointments

So we know what appointments are - 1 on 1 sessions with a trainer or professional, but how to get started using them? Typically, appointments are either booked by the professional or the client.

For the professional - a client might call or email, saying, "I want a private appointment with you for a 60-minute yoga session". How would you book that? Easy!

BUSINESS GUIDE

Step 1: As a professional or business owner, head to your main Calendar page. Click on the "Scheduling" button on the left. You'll see the following screen.

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Step 2: Choose 'Appointment', 'Blocked Time' (professional is out of town, unavailable, in a meeting, etc), or 'Class'. Click the 'Select A Customer' to add a customer from your client list. Use the next pulldown to select a product for the appointment or class. Then select a professional to run the class or appointment. Then, choose your facility and finally, select a time. Your screen should look like the following:

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Step 3: After choosing the time, you'll be sent to the payment screen. Here, depending on if the client has a package purchased, has sessions in their "bank", or a credit card linked to their account, you can charge them directly.

Once you've processed their payment, or selected to use a session or their membership, you can head back to the Calendar page and see the just booked session on your business calendar page (see below).

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CLIENT GUIDE

For the client - you want to book a private, 60 minute, 1 on 1 yoga session with your favorite instructor.

You have two ways to do this, from the website, or the app!

Step 1: From the website, login and head to your personal page and then click Book Activity. If you have a favorite gym or instructor, they will show up under "My Businesses", or search for a new business.

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 Step 2: Click on the 'View Schedule' to view the calendar for the business.

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 Step 3: Click on 'Appointments', and you'll be taken to the 'Schedule an Appointment" page. From here, use the pulldowns to select the product you are interested in, and choose a professional. Once you've selected those, choose a time you'd like to schedule your appointment for.

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Step 4: Select a payment type. Your payment options will vary depending on if you have a prepaid membership, sessions left in your membership, have a credit card on file, or are paying for the first time! Choose your payment or purchase options, step through the process and you will have your first appointment booked!

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You'll receive a confirmation email and receipt, as well as the class showing up in your Calendar on the website and in the app. Enjoy!