Configuring and Managing Classes and Appointments in Fitness Software
his document outlines the process of differentiating between appointments and classes within a fitness management system. It also provides a detailed guide on how to configure, schedule, and book both appointments and classes, ensuring an efficient and organized experience for all users.
Step 1
Begin by exploring the differences between appointments and classes. Navigate to the admin section, and from there, access the fitness calendar to view these elements.
!Some readersTask Management and Reporting Guide
This document provides a step-by-step procedure to effectively manage tasks within the CRM section, including filtering tasks by various categories and viewing reports on completed tasks.
Step 1
Navigate to the CRM Section
Begin by navigating to the CRM section to manage your tasks. Within this section, you can view all your tasks organized by categories such as tasks due today, overdue tasks, all due tasks, tasks scheduled for tomorrow, tasks for this week, next week, and completedSome readersManaging Fitness Class Bookings and Waitlists
his document provides a step-by-step process to view and manage bookings and waitlists for fitness classes using the fitness calendar. Users can also configure reservation limits and maximum waitlist capacities.
Step 1
To view bookings and waitlists, open the desired class on the fitness calendar. Upon opening, you will see various tabs, including Members Booked, Checked In, Canceled, Waitlist, and No-Shows.
![Screenshot 1](https://storage.crisp.chat/users/helpSome readersViewing Member Booking History and Upcoming Classes
his document outlines the steps to effectively view and manage past, present, and future workouts or classes associated with a member profile. This process enables you to monitor the history and status of bookings from the member's profile and reports section.
Step 1
To begin, access the member profile where you can view workouts and classes from the past, present, and future. This information is available both in the member's profile and in reports.
![ScreenshFew readersBooking Appointments Based on Membership Validity
his process outlines how to create an appointment while ensuring membership validity. This ensures that only members with active memberships can schedule appointments, thereby maintaining the integrity and reliability of the booking system.
Step 1
Begin the process by creating an appointment for members. This feature allows you to verify if a member has a valid membership.
![Screenshot 1](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93eFew readersTraining Session Scheduling Guide
his document provides a comprehensive overview of the process for scheduling different types of training sessions, including individual, small group, and team training sessions. Follow the steps outlined below to efficiently set up appointments and classes within the system.
Step 1
To schedule individual training appointments, navigate to the Books section within the Fitness Calendar. This action will open the Book Appointment interface, where you can search forFew readersRestricting Member Bookings to Staff Availability
his document outlines the process of managing scheduling options in a fitness center's CRM. The goal is to ensure that members are only able to book appointments or classes during times when the relevant staff or trainers are available. This prevents scheduling conflicts and helps maintain an efficient workflow. Users will be guided through the steps to check trainer availability and make bookings accordingly.
Step 1
To limit scheduling options to when a staff mFew readersScheduling Paid Fitness Consultations
is document outlines the process for scheduling appointments, specifically focusing on the paid services like fitness consultations. The instructions will guide you through configuring and booking an appointment, considering both the member's and trainer's availability.
Step 1
Begin by exploring the feature that allows the scheduling of appointments for services such as fitness consultations, diet counseling, or club tours. We will focus on paid appointments, spFew readersViewing Club and Staff Schedules
his document provides a detailed process for accessing and viewing club schedules as well as individual staff schedules. It includes instructions on navigating different views within the calendar to check availability and appointments for trainers and sales staff.
Step 1
To view the club schedule and individual staff schedules, navigate to the "Schedules" section and select the "Fitness Calendar."
![Screenshot 1](https://storage.crisp.chat/users/helpdesk/websiteFew readersBooking Appointments with Staff: A Step-by-Step Guide
This document provides a step-by-step process for booking appointments with staff members. It outlines the necessary steps for configuring staff names and ensuring they appear during the appointment booking process. This procedure is primarily managed by the admin, but staff members can also access certain functionalities.
Step 1
To book an appointment with the staff, begin by configuring the names of the staff members. Ensure that these names are added for thFew readersClass and Appointment Booking Configuration Guide
ppointment and Class Booking Configuration
This document provides a detailed overview of how to configure appointments and class bookings for members and prospective clients. Understanding these configurations will allow you to define who can book certain classes or appointments, based on specific membership or session pack criteria. Follow these steps to efficiently manage your booking settings.
Step 1
Examine the class configuration settings to determine eliFew readersBooking Fitness and Ancillary Service Appointments
his document provides a concise overview of the process for booking appointments for fitness consultations, member orientations, and other ancillary services such as tanning or nutrition. Follow the detailed instructions to ensure successful appointment scheduling.
Step 1
To book appointments such as fitness consultations or ancillary services like tanning or nutrition, navigate to the fitness calendar from the scheduling tab. On the fitness calendar, click on "Few readersScheduling Fitness Consultations
his document provides detailed instructions on how to schedule fitness consultations using the fitness calendar. Follow the steps below to efficiently book an appointment for a fitness consultation.
Step 1
To schedule fitness consultations or similar appointments, access the fitness calendar from the schedule section. Once on the page, click on the "Book" button. This action will open the "Book Appointment" section.
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In Advanced Settings, enabled “Allow Cross Tenant Access.”
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