How to Book a Client into a Class

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This article will take you through; 

  1. Who can book a client into a class? 
  2. How to book a client into a class using the Glofox dashboard
  3. Next steps and additional support

Who can book a client into a class?

When you set up a class in your Glofox dashboard, you're giving your clients the option to easily book into and pay for this class through their 'Member App' or 'Website Portal.' You will also have the ability to book clients into classes from the 'Glofox Pro App' and the Glofox dashboard. 

However, how you have your class and memberships set up will determine who can book into a particular class, you can explore this in more detail in our guide on How to Set Up Classes.

Please note:

Pay As You Go (PAYG)/Drop-in clients in Glofox are clients who have no active membership currently attached to their profile.

How to book a client into a class using the Glofox dashboard

Booking a client into a class on Glofox is very easy and there are a number of different ways you can do this:

From the Member's Profile 

You can book your clients into classes directly from their member profile following the below steps:

  1. From the Glofox dashboard, click "Manage"
  2. Then, click the "Clients" tab
  3. Locate your member's profile from the 'Clients' list or use "Global Search" 
  4. Once you've located the client click on their name to pull up their member profile
  5. Click on the “+ Book” button in the top right-hand corner of their profile
  6. Choose from the list of classes in the drop-down (only the next 6 scheduled classes will show up here. If you want to book a particular class, we suggest using the other booking methods listed below) 
  7. Confirm that payment details are correct and click the “Proceed with Transaction” button. If your client has an active membership or credits for a class, they will be booked into your class at no extra cost. If your client is a PAYG/Drop-in and you have a class fee, they will need to pay the class fee and then they will be booked into the class

BookMemberProfile.gif

From the Class list 

Follow the steps below to book your clients in using the classes list on the Glofox dashboard homepage

  1. From the Glofox dashboard homepage, locate the "Classes" section. This is a list of the classes that will take place today or tomorrow
  2. Locate the class you want to book for your client and click on it
  3. Click the “+ Book Member” button
  4. In the search field that appears, search for your client's name
  5. Once you find the client you're looking for, click the “Book for this Client +” button beside that client
  6. Confirm that payment details are correct and click the “Proceed with Transaction” button. If your client has an active membership or credits for a class, they will be booked into your class at no extra cost. If your client is a PAYG/Drop-in and you have a class fee, they will need to pay the class fee and then they will be booked into the class

ClassList.gif

From Global Search 

You can book your clients into classes using Global Search in Glofox:

  1. From the Glofox dashboard, locate the "Global Search" field in the top right-hand corner of the page
  2. Type your client's name into Global Search
  3. Click the “Book/Buy +” button beside the client's name
  4. In the search field, type the name of the class that you wish to book the client into or click the classes tab to get a list of available classes
  5. Click the “Book +” button beside the timeslot for that class that you would like to book your client into 
  6. Confirm that payment details are correct and click the “Proceed with Transaction” button. If your client has an active membership or credits for a class, they will be booked into your class at no extra cost. If your client is a PAYG/Drop-in and you have a class fee, they will need to pay the class fee and then they will be booked into the class

GlobalSearch.gif

From the Calendar 

You can book a client into a class seamlessly using the Calendar in Glofox:

  1. From the Glofox dashboard, click "Calendar"
  2. Locate the class you want to book your client into from the calendar
  3. Click on the class
  4. Click the “+ Book Member” button
  5. In the search field that appears, search for your client's name
  6. Once you find the client you're looking for, click the “Book for this Client +” button beside that client
  7. Confirm that payment details are correct and click the “Proceed with Transaction” button. If your client has an active membership or credits for a class they will be booked into your class at no extra cost. If your client is a PAYG/Drop-in and you have a class fee, they will need to pay the class fee and then they will be booked into the class

Calendar.gif

Please note:

If you do not see all your scheduled classes on the calendar, please clear the filters on the left-hand side of the page by clicking the "Reset Filters" button.

Next steps and additional support

If you’d like to learn about Classes, Courses, and Appointments in Glofox, you can check out our resources below.

For additional support, reach out to [email protected], and we will be happy to assist you.

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