Class Booking Now Live on the Calendar!
The CRM has rolled out an exciting new feature for its calendar system: Class Booking. This enhancement allows users to schedule and manage classes, webinars, workshops, and other events with ease. In this step-by-step guide, we'll walk you through how to utilize this feature effectively.
Introduction to Class Booking
Class Booking is designed to streamline the process of scheduling and managing classes or events with multiple attendees. Whether you're hosting a webinar, training session, or fitness class, this feature provides the tools you need to organize and track attendance.
Enable Class Booking
Access Calendar Settings: Log in to The CRM, go to settings and navigate to the calendar section.
Create a New Calendar: If you don't have a calendar set up yet, create one specifically for class bookings.
Choose Class Booking Type: When creating or editing a calendar, select the "Class Booking" type from the available options.
At least One Team Member needs to be added before the calendar can be saved:
In the case of a class or a training session, the appointment owner would be the trainer. You can add the appointment owner by clicking Add User and selecting the User from the dropdown list. , UserUser
Please Note:
You can select only one Appointment Owner for a Class Booking calendar.
Enter a Name for your Calendar
Enter a Description for your Calendar
Enter a Calendar URL Slug
Please Note:
This must be a unique slug which is not being used for another Calendar.
You are limited to using the Neo Widget type for Class Calendars
Set Maximum Attendees: Determine the maximum number of attendees allowed for each class. You can choose up to 9999 attendees per class.
Save Settings: Once you've configured the calendar settings, save your changes to activate the Class Booking feature.
Configure Availability: Determine the maximum number of attendees per slot for your class events. This helps control the class size and ensures a conducive learning environment.
For your class booking, you can choose the number of attendees you'd like to have at each event.
Save Settings: After configuring availability, save your settings to activate the Class Booking calendar.
Managing Class Bookings
Create Class Events: Add new events to your calendar and specify details such as date, time, location, and description.
Monitor Attendance: Keep track of class bookings and attendee numbers through the calendar interface.
Handle Cancellations: Manage cancellations and rescheduling requests efficiently using the CRM's built-in tools.
- Cancel All Appointments: Open the appointment and click "Cancel All" to cancel the class booking for all attendees.
- Reschedule All Appointments: Similarly, click "Reschedule All" to reschedule the class appointment for all attendees.
Individual Attendee Actions: For specific attendees, click on the options menu next to their name to cancel or reschedule their appointment individually.
Integrations and Meeting Locations
Third-Party Calendar Integration: If you integrate third-party calendars like Google Calendar or Outlook, each class appointment will appear separately in those calendars.
Meeting Location: Currently, the meeting location for Class Booking is restricted to custom locations, but this limitation will be removed in the future.
FAQS
Question: How can I cancel or reschedule a class appointment?
Answer: To cancel or reschedule the class booking, you can go to calendars, click on the class booking you want to modify, and you would be able to see the option to edit/change the appointment.,
Question: Can I cancel or reschedule a class appointment for a single attendee?
Answer: Yes, for class appointments, you can click the options menu next to the contact, where you can see the option to cancel or reschedule the appointment for specific contacts.,
Question: Can I book a class appointment with contacts directly?
Answer: Yes, you can do that; click on the "book appointment" button and select the contact you want to book the appointment with. Then select the calendar (choose the class booking calendar here), select the slot, and then proceed to book the appointment. to select
Question: Can attendees cancel/reschedule a Class Booking appointment?
Answer: To allow attendees to cancel/reschedule the class booking appointment, enable the option for "Allow Cancellation" and "Allow Reschedule" in the Confirmation Tab in Calendar Settings.
Enhancements with "Show Seats Per Slot"
Access Advanced Settings: Navigate to the calendar's advanced settings page.
Enable "Show Seats Per Slot": Under "Customizations," locate the "Calendar Widget Style" section and toggle on the "Show Seats Per Slot" option.
Save Changes: Don't forget to save your settings to apply the "Show Seats Per Slot" feature to your calendar.
Once this is done, the Calendar booking widget will automatically show the available seats per slot.
Important information
- This feature is exclusively available for Class booking calendars and Neo widgets.
- The seats per slot will only be displayed on the booking widget if the "Seats per class" setting in your calendar settings is set to a value greater than 1
- For any new Class booking calendar this setting would be enabled by default
FAQs
Question: What is the purpose of the "Show seats per slot" feature?
Answer: This feature provides users with control over the display of available seats per time slot in Class booking calendars.
Question: How do I enable the "Show seats per slot" feature for my calendar?
Answer: To enable this feature, click on "Edit" in the calendar's advanced settings, navigate to "Customisations," find "Calendar widget style," and toggle on the "Show seats per slot" option. Don't forget to save your settings.
Question: Which calendars support the "Show seats per slot" feature?
Answer: This feature is supported exclusively for Class booking calendars and Neo widgets.
Question: Why is it beneficial to display seats per slot in a calendar widget?
Answer: Displaying seats per slot helps users make informed decisions when booking appointments, as they can see the availability at a glance.
Question: Can I choose not to show seats per slot in my calendar widget?
Answer: Yes, you have the option to toggle the "Show seats per slot" feature on or off, giving you control over whether this information is displayed or hidden in your calendar widget.
Question: Can I customize the appearance of the seats per slot display in my calendar widget?
Answer: Currently, the feature allows you to toggle the display of available seats per slot, but extensive customisation options for the appearance may not be available.
Question: Why can't I see the seats per slot on the booking widget even though I've enabled "Show seats per slot" in my calendar settings?
Answer: The seats per slot will only be displayed on the booking widget if the "Seats per class" setting in your calendar settings is set to a value greater than 1. Make sure to adjust the "Seats per class" setting accordingly to start showing the seats per slot on the calendar booking widget.
Question: Does this feature work with Recurring class bookings?
Answer: Yes