Skip to main content

How to add a participant to a class

Learn how to add participants to a class session or schedule and accept payment.

Updated over a week ago

How to add a participant to a class

Follow these steps to add a participant to a class:

  1. Open the Add participant popup by:

    1. Clicking the +New button at the top of the navigation menu.

    2. From Contact's profile β†’ Click Book

    3. From the Classes list page β†’ Click Add participant

  2. Select a client from your existing contacts or type the name of a new client and click Add to contacts.

    • If you are adding a new client, enter the client's email address and phone number.

  3. Select the class and schedule.

  4. Select the Payment type

    1. The billing options you selected when you created the class schedule show up here, such as Monthly or Full schedule

  5. Under Client payment, choose whether to:

    1. Collect payment now - This collects the entire payment upfront. For monthly classes, this collects the first payment only and all future payments will be auto-invoiced.

    2. Collect payment later - This sets the order as unpaid, and you can manually charge or invoice the customer from your Orders page later. If its monthly, it will auto-invoice before the due date.

    3. or Mark as Paid - This marks the booking as Paid but we do not collect any money from the customer.

  6. Under Booking confirmation, check or uncheck the boxes to notify the client via email, text, or both.

  7. Click Book.

Did this answer your question?