Enrolling Clients in Classes

Staff members can manually enroll clients into classes via the Schedule page. This is useful for phone bookings, walk-ins, or recurring reservations.

In This Article

• Who can use this feature?
• Enrolling a Client in a Single Session
• Attendance Statuses

Who can use this feature?

• Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
• User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ✅Limited Staff

Enrolling a Client in a Single Session

1. Click Today or Schedule in the top navigation menu.

2. Click on the specific Class you want to manage, then click the Enroll Clients button.

3. Find the client(s) of interest to add to the class.
   1. Find someone: Type the client's name in the search box.
   2. Recently attended or already signed-in: Clients who frequently attend this class type are often listed at the top for quick selection.
   3. New Client: If the person is brand new, click New Client when the search bar is empty to create their profile on the spot.
4. Select the Client(s) you wish to add and click Finish.
5. Confirm the enrollments by reviewing the list of names under Please confirm.

6. Choose whether or not to send an email notification to the selected clients about their enrollment.

7. Click Finish.

To Bulk Enroll clients into class schedules, see the article on Class Bulk Enrollment.