How to Check Someone Into Class

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

  1. Select the class which you would like to check the client into
  2. A new window will appear with the name of the class, instructor, date, time, and list of clients scheduled in the class.  Click "View Details" to display the class roster. 
  3. Find the client you wish to check in, and click the corresponding check box next to their name, now they are all set for class!

Things to Note:
  • A drop-in can also be created via this screen by typing the client’s name into the search bar once you enter the class window.
  • Within your class roster screen, you can view whether clients have signed any required waivers, paid for class, and if they have checked into class.
  • At the top of the class roster, there are several icons to perform additional actions: You can 
  1. Export the class roster to a CSV file (download icon)
  2. Email the class roster (envelope icon)
  3. Create a Share link, (arrow icon) which will allows anyone who clicks through to be brought to an active registration screen, allowing them to register for class, pay for class, and create a profile within your business.
  4. Promote this class via the announcement feature (Bullhorn icon)
  5. Edit the session (pencil icon)
  6. Cancel the session (red X icon)

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