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 private yoga session". How would you book that? Easy!
Step 1: As a professional or business owner, head to your main Calendar page. Click on the "Scheduling" button on the left or any spot on the calendar. You'll see the following screen.
Step 2: Choose 'Appointment' then click 'Select A Customer' to add a customer from your client list.
Use the pulldowns to select a product for the appointment. Then select a professional and facility. Finally, select a date and time. Screenshot below.
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 remaining sessions, or a credit card linked to their account, you can book/charge them directly. In the example below, the client has no balance.
Purchase drop-in or any package on the list.
On the payment screen, click NEXT > CONFIRM and CLOSE. If the client has no payment method saved, add one, wait for it to load then click NEXT > CONFIRM and CLOSE.
Once you've processed their payment, or selected to use a session on their membership, you can head back to the Calendar page and see the just booked session on your business calendar page (see below).
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, on the website, or the app! In the example below, the client will book on the website.
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 under "Find a Business".
Step 2: Click on 'View Schedule' to view the calendar of the business.
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 date and time you'd like to schedule your appointment for.
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!
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.
That's about it! Any questions? Chat with us at fitli.com or send us an email to email@example.com