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How to Create and Manage Group Classes

This guide outlines the step-by-step process for creating, scheduling, and managing group classes in Shortcuts.

Creating a Class

  1. Add a New Category:

    • Go to the Setup Menu and select Services.
    • Navigate to Business, then click New.
    • Enter the name of your category (e.g., "Fitness" for a yoga class).
  2. Add the Class:

    • In the same Services section, click New.
    • Fill in the following details:
      • Name: Enter the name of the class.
      • Duration: Specify the class length in the Time column.
      • Price: Enter the cost for attending the class.
      • Reporting Category: Select the relevant category.
      • Capacity: Set the maximum number of participants (e.g., 10).
    • Click Done to save the class.

Scheduling a Class

  1. Book the Class:

    • Choose a time and day from the schedule.
    • Select Schedule a Class from the top-right menu.
    • Pick the class tag, select the desired class, and press Done.
    • The scheduled class will appear in Purple on your calendar. The top-left corner of the appointment shows participant count and capacity.
  2. Add Participants:

    • Right-click on the class, select Participants, and click the Add icon.
    • Search for an existing client or add a new client.
    • Confirm client bookings manually if needed.
    • Mark clients as "Arrived" when they attend.

Managing Participants

  • Remove Clients: If a client can no longer attend, click their name and remove them from the participant list.
  • Print Class List: Generate a printable list with columns for attendance confirmation and arrival.
  • View Client Cards: Access client details directly from the class.

Processing Payments

  1. Checkout:
    • Select a participant’s name and navigate to Checkout.
    • Process the payment and update any necessary resources.

Monitoring Class Capacity

  • View the class capacity, current bookings, and available spots from the schedule view. For example:
    • Capacity: 10
    • Booked: 2
    • Available: 8