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
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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).
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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
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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.
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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
- 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