In this guide, you'll learn how to book a class participant and collect or request payment. There are several different ways to add a class participant, making it quick and easy to do from anywhere in your account:
Add a class participant from the quick access menu
Click the +New button in the navigation menu.
Click Class participant.
Follow the steps under How to add a class participant to complete the booking.
Add a class participant from the customer's profile
Click Customers & leads in the navigation menu.
Click the View button next to the customer.
Click Book and select Class.
Follow the steps under How to add a class participant to complete the booking.
Add a class participant from the Classes list
Click Catalog in the navigation menu and select Classes.
Click the ... action button next to the class and select Add participant.
Follow the steps under How to add a class participant to complete the booking.
Add a class participant from the Getting paid page
Click Getting paid in the navigation menu.
Under Book appointments and classes, click Add class participant.
Follow the steps under How to add a class participant to complete the booking.
How to add a class participant
Follow the steps described above to add a class participant through the quick access menu, customer's profile, Classes list, or Getting paid page.
Under Client name, search for an existing client or add a new one:
Start typing a name to find the client in your existing contacts, then select the client's name from the menu.
For new clients, enter the client's name and click Add to contacts. Enter the client's email address and phone number.
Select a class and class schedule.
Under Client payment, choose whether to collect payment now, collect payment later, or mark the booking as Paid.
Under Booking confirmation, check or uncheck the boxes to notify the client of the booking via email, text, or both.
Click Book.