Classes are a versatile and popular service type in Pike13, perfect for group-based activities that occur at regular intervals. This guide will walk you through the process of setting up a class, scheduling class times, and managing enrollments to ensure your classes run smoothly.
Setting Up a New Class
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Create a New Class Service
- Go to Settings: Navigate to the Settings menu in Pike13.
- Select Services: Click on the Services option.
- Add a New Service: Click on the + New Service button, then choose + New Class Service.
- Enter Class Details: Fill out the following information:
- Class Name: Enter a descriptive name for the class.
- Class Length: Specify the duration of each class session.
- Price: Set the price for a single visit.
- Taxes: Apply any applicable taxes.
- Revenue Category: Assign the class to a revenue category.
- Who Can Buy: Define who can purchase a single visit.
- Plans and Passes: Select which plans or passes can be used for this class.
- Service Category: Choose a category for the class.
- Click Finish: Save the new class service.
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Configure Class Settings
- Details Tab: Adjust initial settings, such as class capacity and pricing.
- Registration: Set up online registration options:
- Online Enrollment: Specify who can enroll online.
- Registration Deadline: Set deadlines for online registration.
- Advance Registration: Restrict how far in advance clients can register.
- Enrollment Requirements: Define any requirements for booking online.
- Confirmation Email: Add any special instructions for the confirmation email.
- Reminder Email: Set how many hours before the class starts the reminder email should be sent.
- Single Visit Pass Expiry: Enable notifications for expiring passes.
- Cancellation: Configure cancellation policies:
- Cancellation Deadline: Set deadlines for online cancellations.
- Cancellation Fees: Define fees or visit deductions for late cancellations.
- Cancellation Policy: Edit the policy shown to clients.
- Makeups: Enable makeups if applicable.
- Website Settings: Adjust visibility and provide additional information:
- Visibility: Control who can see the appointment details, price, and remaining spaces.
- Service Summary: Add a summary and full description of the service.
Scheduling Class Times
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Add Class Times
- Select + New Class Time: If the class meets multiple times a day, create additional class times.
- Enter Schedule Details:
- Start Date and Time: Specify when the class begins.
- Repeat Frequency: Define how often the class repeats and on which days of the week.
- End Date: Set an end date for the class series if applicable.
- Instructed By: Optionally, enter the name of the staff member leading the class.
- Click Finish: Save the class schedule.
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Add Additional Times
- Click + Add Another Time: To add more sessions to an existing series.
- Enter Details: Add start and end times, repeat frequency, and staff member details.
- Click Finish: Save the new class times.
Managing Enrollments
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Enroll Clients
- Find the Class: Navigate to the Schedule and select the class.
- Click Enroll Clients: Choose the clients you want to enroll.
- New Clients: If the client is new, enter their profile information and click Create.
- Confirm Enrollment: Choose whether to notify clients and click Finish.
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Bulk Enrollment
- Enable Bulk Enrollment: If not already enabled, email help@pike13.com to activate this feature.
- Bulk Enroll Clients: From the class page, select Enroll Clients, choose clients, and click Finish.
- Set Enrollment Duration: Decide if clients should be enrolled for a set period or all instances of the class.
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Manage Waitlists
- Enable Waitlists: Go to Settings > Services, select the class, and enable the waitlist feature.
- Add Clients to Waitlist: If a class is full, add clients to the waitlist.
- Enroll from Waitlist: Manually or automatically enroll clients from the waitlist as space becomes available.
- Remove Clients from Waitlist: Select clients to remove if needed.
Modifying and Canceling Class Services
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Modify Class Service
- Adjust Settings: Go to the Details tab to change the name, capacity, and price.
- Update Registration: Change registration deadlines and requirements.
- Edit Cancellation Policies: Adjust cancellation deadlines and fees.
- Update Website Settings: Modify visibility and service descriptions.
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Cancel Class Service
- Find the Class: Go to Settings > Services and select the class to cancel.
- Cancel Scheduled Classes: Remove all future instances or select specific times.
- Delete Service: Once all classes are canceled, click Delete.
By following these steps, you can efficiently set up, schedule, and manage your classes in Pike13, ensuring a smooth and organized experience for both you and your clients.