Setting up Classes

Setting up Classes

Classes are a lot like Services, but they can have multiple clients attending, this makes them the perfect way to keep track of any group sessions you may offer. To set up classes head to Practice > Setup > Classes.

You'll then see a button in the bottom right corner labelled "Create Class"

Clicking on this will open a new screen where you can enter all the details for this particular class. The required fields are as follows:

  • Service Code - A code that identifies this class.
  • Name
  • Category
  • Duration - The length of time this class will run for.

You will also be able to select whether this class is available from all locations, or a selection of specific locations. 

There are a number of optional fields that you can leave as is, or adjust to your liking, these are:

  • Accounting Code - If you need to associate this class with a specific account in Xero.
  • Description - This is shown on invoices.
  • Colour - The colour that it will appear in the diary.
  • Maximum number of participants
  • Price
  • Inc. GST - (Yes or No)
  • Show Cancelled clients in the participants list - (Yes or No, this allows for cancellation fees.)
  • Third party clients - (Yes or No, allows third party clients to attend and provides different pricing options.)

You will also be able to decide if you would like this class made available for online bookings.

After filling out these fields, click "Create Class" and this class will now be available to add to your Diary.

To find out all about adding classes to your Diary, check out this article: Managing Classes on the Diary

  • 214
  • 12-Jul-2016