How to Register a Client for Class

Modified on Wed, 24 May 2023 at 04:37 AM

Step-by-Step

Click the menu button in the top left hand corner, then select "Clients"
Click on or search for the name of the client which you would like to register for a class or schedule a one-on-one for
Once in the client’s profile, click the “Register/Schedule” button (calendar icon); this will bring a new tab onto your screen which will display selections of classes to register the client for. Or you can click the button at the top to "Schedule a one-on-one Appointment". Use the drop down menu to select a different date to see additional classes.
After you make your selection a new tab will appear on screen reading “Confirm Registration,” click the “Yes, Register” and this will be added to your client’s registration list.

If you select the Schedule a One-on-One Appointment option:

1. This option will bring you back to your “OOO schedule” Calendar

2. Use the drop down menu to select the staff member the appointment is with

3. Click the (+) icon in the top right corner

4. Select "appointment" and fill out all applicable fields: Client name, service, location, duration, appointment time, appointment date. Once finished click the "create” button and this will be added to your live OOO schedule.