Recurring visits, waitlist and classes

Regular customers can have a repeating visit, people who want a full time can wait for one, and group sessions can be booked seat by seat.

Before you start

• You need the right Manage bookings (full, not only your own bookings).

Steps

To repeat a visit:

1. Fill in New booking as usual and select Find a time. See Make, move or cancel a booking.
2. Open Repeat this visit.
3. Set Every with Week or Day, the Number of visits and, if you want, Until.
4. Select Repeat this visit.

To change or stop the following visits, open one visit of the series and select Change this and following, or go to Bookings → View → Recurring visits and use Cancel upcoming visits with a reason.

To use the waitlist:

1. Open Bookings → View → Waitlist.
2. Choose the Customer and Services, and the window they can come, From and To. Select Add.
3. When a time frees up, select Offer available times. The customer is offered a time that is held for them for a while.

To run a class:

1. On New booking, choose the class service, the team member and the time, then select Create a class session.
2. Open Bookings → View → Classes to see each session with its seats left.
3. Open a session, choose a Customer and select Add to give them a seat.

Good to know

• Recurring visits are created eight weeks ahead and extended as time passes. Generate upcoming visits extends them now and lists any times that conflict, so a receptionist can rebook them.
• A repeating visit keeps the same local time, also when clocks change.
• Change this and following checks the new times before it stops the old ones, and finishes the job if it is interrupted.
• A waitlist entry shows Waiting, Time offered, Booked or Offer expired. Customers can also join the waitlist from your public page.
• A class session's seats come from the service's Capacity. Each attendee is a normal booking with its own status.
• Before you cancel a class session that has attendees, cancel their bookings first.
• With Class timetable page ticked in the settings, customers book seats themselves. See Share your public booking page.