Difference between revisions of "Classes custom feature"

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[[File:Classes.png | left]] Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.
 
[[File:Classes.png | left]] Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.
 
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Video tutorial available [[File:Youtube-Logo.png|link=https://youtu.be/xXXl2pWy4BM]]
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'''Video tutorial available''' [[File:Youtube-Logo.png|link=https://youtu.be/xXXl2pWy4BM]]
 
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To enable this option please go to Custom features page, select “Booking Related” section and click on “Enable” near “Classes” feature.  
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'''Useful to check''' <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Should I use Classes or Services]]</span>
[[File:Classes enable path new cf.png | center]]
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To enable Classes option please go to Custom features page, select “Booking Related” section and click on “Enable” near “Classes” feature.  
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[[File:Classes enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/e/ef/Classes_enable_path_redesigned.png]]
 
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Please go to Manage//Classes page using your admin page left-side menu and click on “+” icon at the top. New menu will appear on the right side of the page, that will allow you to add class/event name, add its description, attach a nice image and set price if you plan to [[Special:MyLanguage/Custom_Features#Accept_Payments | receive payments]] for your classes/events online.  
 
Please go to Manage//Classes page using your admin page left-side menu and click on “+” icon at the top. New menu will appear on the right side of the page, that will allow you to add class/event name, add its description, attach a nice image and set price if you plan to [[Special:MyLanguage/Custom_Features#Accept_Payments | receive payments]] for your classes/events online.  
[[File:Create new class v3.png | center]]
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[[File:Create new class form redesigned.png|1200px | center|link=https://help.simplybook.me/images/0/04/Create_new_class_form_redesigned.png]]
 
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To set duration please select “Time details” tab there and set the desired time.
 
To set duration please select “Time details” tab there and set the desired time.
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By default the number of people who can attend the class is set to 1, but you can adjust this amount to your needs at any time by selecting “Class provider” tab and indicating desired number there. Do not forget to save your settings. ;)  
 
By default the number of people who can attend the class is set to 1, but you can adjust this amount to your needs at any time by selecting “Class provider” tab and indicating desired number there. Do not forget to save your settings. ;)  
[[File:Number of clients per class v3.png | center]]
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[[File:Number of class participants path redesigned.png|1200px| center|link=https://help.simplybook.me/images/c/c4/Number_of_class_participants_path_redesigned.png]]
 
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:''If you need to change this setting to smaller value but the system does not allow, please check [[Special:MyLanguage/1_is_not_greater_than_2_(when_trying_to_change_number_of_clients_per_provider) | these]] solutions.''
 
:''If you need to change this setting to smaller value but the system does not allow, please check [[Special:MyLanguage/1_is_not_greater_than_2_(when_trying_to_change_number_of_clients_per_provider) | these]] solutions.''
 
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Here you can also adjust provider name that will be displayed on the booking page as it is the same as class name by default.
 
Here you can also adjust provider name that will be displayed on the booking page as it is the same as class name by default.
[[File:Class provider name v3.png | center]]
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[[File:Class provider name redesigned.png|1200px | center|link=https://help.simplybook.me/images/5/5b/Class_provider_name_redesigned.png]]
 
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Please enable “Make class recurring/pack”, set number of sessions, repeat period and the mode how they should repeat. It is just a few steps. ;)
 
Please enable “Make class recurring/pack”, set number of sessions, repeat period and the mode how they should repeat. It is just a few steps. ;)
[[File:Make class recurring.png | center]]
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[[File:Make class recurring redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/c7/Make_class_recurring_redesigned.png]]
 
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'''''Available modes:'''''<br>
 
'''''Available modes:'''''<br>
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Need to offer your client an ability to buy membership and book sessions later when they wish to?<br>
 
Need to offer your client an ability to buy membership and book sessions later when they wish to?<br>
 
[[Special:MyLanguage/Custom_Features#Membership | Membership]] custom feature is the solution! Please go to “Is part of membership” tab and enable the option.
 
[[Special:MyLanguage/Custom_Features#Membership | Membership]] custom feature is the solution! Please go to “Is part of membership” tab and enable the option.
[[File:Enable membership from classes page.png | center]]
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[[File:Enable memberships in classes tab redesigned.png|1200px | center|link=https://help.simplybook.me/images/5/57/Enable_memberships_in_classes_tab_redesigned.png]]
 
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:''Please note that [[Special:MyLanguage/Custom_Features#Accept_Payments | Accept payments]] and [[Special:MyLanguage/Custom_Features#Client_Login | Client login]] custom features will be enabled as well.''
 
:''Please note that [[Special:MyLanguage/Custom_Features#Accept_Payments | Accept payments]] and [[Special:MyLanguage/Custom_Features#Client_Login | Client login]] custom features will be enabled as well.''
 
Create Memberships by clicking on “+” button and attach them to desired classes by checking corresponding boxes.  
 
Create Memberships by clicking on “+” button and attach them to desired classes by checking corresponding boxes.  
[[File:Classes and memberships connections.png | center]]
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[[File:Connect or create membership redesigned.png|1200px | center|link=https://help.simplybook.me/images/7/76/Connect_or_create_membership_redesigned.png]]
 
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[https://vimeo.com/236888588 Here] you can check video tutorial how to create classes and relate them to memberships.
 
[https://vimeo.com/236888588 Here] you can check video tutorial how to create classes and relate them to memberships.
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It is also easy. ;) Just select “Class schedule” tab and set the desired times.  
 
It is also easy. ;) Just select “Class schedule” tab and set the desired times.  
 
Please move the sliders to adjust the available times and use [[File: Add breaktime1.png|File: Add breaktime1.png]] and [[File:Remove breaktime3.png|File:Remove breaktime3.png]] icons to add/remove breaktimes.
 
Please move the sliders to adjust the available times and use [[File: Add breaktime1.png|File: Add breaktime1.png]] and [[File:Remove breaktime3.png|File:Remove breaktime3.png]] icons to add/remove breaktimes.
[[File:Class schedule v3.png | center]]
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[[File:Class schedule path redesigned.png|1200px | center|link=https://help.simplybook.me/images/d/d6/Class_schedule_path_redesigned.png]]
 
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If you need to use small intervals in class schedule please click on “Show advanced settings” button there and click on slots to open or close them<br>(bright blue color means the time is open, light blue means it is closed)
 
If you need to use small intervals in class schedule please click on “Show advanced settings” button there and click on slots to open or close them<br>(bright blue color means the time is open, light blue means it is closed)
[[File:Class schedule advanced v3.png | center]]
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[[File:Advenced schedule settings classes redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/12/Advenced_schedule_settings_classes_redesigned.png]]
 
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[[File:Class schedule advanced explanation v3.png | center]]
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[[File:Class advanced settings explanation redesigned.png|1200px | center|link=https://help.simplybook.me/images/d/da/Class_advanced_settings_explanation_redesigned.png]]
 
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If you have some exceptions in this class schedule on specific dates please use “Special days” tab to set them.  
 
If you have some exceptions in this class schedule on specific dates please use “Special days” tab to set them.  
[[File:Class special days v3 path.png | center]]
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[[File:Classes special days overview redesigned.png|1200px | center|link=https://help.simplybook.me/images/b/b9/Classes_special_days_overview_redesigned.png]]
 
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'''Need you class to be available on some specific dates only or plan an event?'''<br>
 
'''Need you class to be available on some specific dates only or plan an event?'''<br>
 
Please switch on “Do you want to set class on special days only” option and set the times date by date by using the calendar and clicking on the dates.<br>
 
Please switch on “Do you want to set class on special days only” option and set the times date by date by using the calendar and clicking on the dates.<br>
 
Or choose “Show advanced settings” to see full year calendar.
 
Or choose “Show advanced settings” to see full year calendar.
[[File:Class special days only v3.png | center]]
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[[File:Class special days only redesigned.png|1200px | center|link=https://help.simplybook.me/images/1/18/Class_special_days_only_redesigned.png]]
 
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'''Need to set the same times for several dates at once?''' <br>Just turn on “Enable group dates selection”,
 
'''Need to set the same times for several dates at once?''' <br>Just turn on “Enable group dates selection”,
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Please select “Class positions and categories” tab and choose the desired position from the drop-down.<br>
 
Please select “Class positions and categories” tab and choose the desired position from the drop-down.<br>
 
Or use arrows near classes names to quickly re-order them.
 
Or use arrows near classes names to quickly re-order them.
[[File:Class position editing v3.png | center]]
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[[File:Adjust class position redesigned.png|1200px | center|link=https://help.simplybook.me/images/0/01/Adjust_class_position_redesigned.png]]
 
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[[Special:MyLanguage/Custom_Features#Service_Categories | Service Categories]] and [[Special:MyLanguage/Custom_Features#Multiple_Locations | Multiple Locations]] features will help you with setting these options up.<br>
 
[[Special:MyLanguage/Custom_Features#Service_Categories | Service Categories]] and [[Special:MyLanguage/Custom_Features#Multiple_Locations | Multiple Locations]] features will help you with setting these options up.<br>
 
Please select “Class categories and position” tab, click on “do you wish to enable categories” option to switch on the feature and click on “+” icon to create new category.  
 
Please select “Class categories and position” tab, click on “do you wish to enable categories” option to switch on the feature and click on “+” icon to create new category.  
[[File:Attach class to category.png | center]]
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[[File:Class categories connect redesigned.png|1200px | center|link=https://help.simplybook.me/images/8/8c/Class_categories_connect_redesigned.png]]
 
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If you need to attach classes to locations just select “Locations” tab, enable corresponding option and and create locations one by one with the help of “+” icon.  
 
If you need to attach classes to locations just select “Locations” tab, enable corresponding option and and create locations one by one with the help of “+” icon.  
[[File:Attach class to location.png | center]]
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[[File:Class locations connect redesigned.png|1200px | center|link=https://help.simplybook.me/images/f/f9/Class_locations_connect_redesigned.png]]
 
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Sure! We have Calendar sync feature to make it possible. Please go to Custom features//Calendar sync to enable it and click on “Settings” to attach calendars.
 
Sure! We have Calendar sync feature to make it possible. Please go to Custom features//Calendar sync to enable it and click on “Settings” to attach calendars.
[[File:Calendar sync enable path new cf.png | center]]
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[[File:Calendar sync enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/8/8a/Calendar_sync_enable_path_redesigned.png]]
 
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[[File:Calendar sync settings path new cf.png | center]]
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[[File:Calendar sync settings path redesigned.png|1200px | center|link=https://help.simplybook.me/images/e/e6/Calendar_sync_settings_path_redesigned.png]]
 
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:''Important note!'' Please do not use “sync busy time” option for classes sync if you have more than 1 participant as it will block all the spaces.
 
:''Important note!'' Please do not use “sync busy time” option for classes sync if you have more than 1 participant as it will block all the spaces.
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It may happen that you need to have absolutely different templates for each class for confirmations or reminders, or other notifications. Flexible notifications feature will help you to solve the question. Please select “More options” tab, click on “Customize notifications with “Flexible notificatiions”” to enable it and create new template to your needs.  
 
It may happen that you need to have absolutely different templates for each class for confirmations or reminders, or other notifications. Flexible notifications feature will help you to solve the question. Please select “More options” tab, click on “Customize notifications with “Flexible notificatiions”” to enable it and create new template to your needs.  
[[File:Flex notificatons for class path.png | center]]
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[[File:Flexible notifocations enable path classes redesigned.png|1200px | center|link=https://help.simplybook.me/images/e/ef/Flexible_notifocations_enable_path_classes_redesigned.png]]
 
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In addition to all these possibilities you can attach some [[Special:MyLanguage/Custom_Features#Products_for_Sale | Products for sale]] or [[Special:MyLanguage/Custom_Features#Service_Add-ons | Service Add-ons]] to your classes to earn more and remind existing clients to [[Special:MyLanguage/Custom_Features#Book_Soon_Notification_System | book again]].
 
In addition to all these possibilities you can attach some [[Special:MyLanguage/Custom_Features#Products_for_Sale | Products for sale]] or [[Special:MyLanguage/Custom_Features#Service_Add-ons | Service Add-ons]] to your classes to earn more and remind existing clients to [[Special:MyLanguage/Custom_Features#Book_Soon_Notification_System | book again]].
[[File:Additional options per class.png | center]]
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[[File:Products addons book soon for classes redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/2e/Products_addons_book_soon_for_classes_redesigned.png]]
 
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Latest revision as of 12:20, 21 August 2024

Other languages:




Classes.png

Now SimplyBook.me allows new option for classes and events scheduling whatever kind of business you have. Brand new feature allows you to have all your classes/events in separate section so that you will never mix them up with simple services. Or you can use classes/events interface only. Moreover, this custom feature allows to have almost all settings necessary for class/event scheduling on one page, which makes the setup process easy and fast.



Video tutorial available Youtube-Logo.png

Useful to check Should I use Classes or Services

To enable Classes option please go to Custom features page, select “Booking Related” section and click on “Enable” near “Classes” feature.

Classes enable path redesigned.png



How to create class?



Please go to Manage//Classes page using your admin page left-side menu and click on “+” icon at the top. New menu will appear on the right side of the page, that will allow you to add class/event name, add its description, attach a nice image and set price if you plan to receive payments for your classes/events online.

Create new class form redesigned.png



To set duration please select “Time details” tab there and set the desired time.

You may also need:



How to set number of participants per class?



By default the number of people who can attend the class is set to 1, but you can adjust this amount to your needs at any time by selecting “Class provider” tab and indicating desired number there. Do not forget to save your settings. ;)

Number of class participants path redesigned.png



If you need to change this setting to smaller value but the system does not allow, please check these solutions.



Here you can also adjust provider name that will be displayed on the booking page as it is the same as class name by default.

Class provider name redesigned.png



Need the class to be recurring?



Please enable “Make class recurring/pack”, set number of sessions, repeat period and the mode how they should repeat. It is just a few steps. ;)

Make class recurring redesigned.png



Available modes:


Not allow - not allow recurring bookings if one of dates in between unavailable (Using the example below, if 15th is busy, the system will not allow to book 1st and 8th, only days after busy day).
Book only on available date - only book on available dates and skip unavailable dates (Using the example below, if 15th is busy, the system will allow you to book 1st and 8th and 22nd (only 3 out of 4).
Add appointments - book on all available dates and add dates behind for unavailable in between dates (Using the example below, if 15th is busy, the system will book 1 and 8th and 22nd + 1 day instead of busy 15th, which is August 29th).
Recurring dates example.png



Please note! If you make the recurring class paid, the amount that you set as the class price is the total for all the sessions.
It is currently not possible to set single session price for the recurring class packs.
That is why if you have single class and decide to make a recurring booking for it from the admin side/POS interface, its price will not be multiplied by the number of selected sessions.



You may also need:



How to sell classes memberships?



Need to offer your client an ability to buy membership and book sessions later when they wish to?
Membership custom feature is the solution! Please go to “Is part of membership” tab and enable the option.

Enable memberships in classes tab redesigned.png



Please note that Accept payments and Client login custom features will be enabled as well.

Create Memberships by clicking on “+” button and attach them to desired classes by checking corresponding boxes.

Connect or create membership redesigned.png



Here you can check video tutorial how to create classes and relate them to memberships.

Need different schedules for each class/event?



It is also easy. ;) Just select “Class schedule” tab and set the desired times. Please move the sliders to adjust the available times and use File: Add breaktime1.png and File:Remove breaktime3.png icons to add/remove breaktimes.

Class schedule path redesigned.png



If you need to use small intervals in class schedule please click on “Show advanced settings” button there and click on slots to open or close them
(bright blue color means the time is open, light blue means it is closed)

Advenced schedule settings classes redesigned.png



Class advanced settings explanation redesigned.png



If you have some exceptions in this class schedule on specific dates please use “Special days” tab to set them.

Classes special days overview redesigned.png



Need you class to be available on some specific dates only or plan an event?
Please switch on “Do you want to set class on special days only” option and set the times date by date by using the calendar and clicking on the dates.
Or choose “Show advanced settings” to see full year calendar.

Class special days only redesigned.png



Need to set the same times for several dates at once?
Just turn on “Enable group dates selection”, click on necessary dates and choose “Setup schedule” option to manage the times.
Clear your selection after setting up the times.

Important note! Please make sure that you have saved all your class settings before switching to available times editing.



How to re-order already created classes?



Please select “Class positions and categories” tab and choose the desired position from the drop-down.
Or use arrows near classes names to quickly re-order them.

Adjust class position redesigned.png



How to group classes into categories or attach them to locations?



Service Categories and Multiple Locations features will help you with setting these options up.
Please select “Class categories and position” tab, click on “do you wish to enable categories” option to switch on the feature and click on “+” icon to create new category.

Class categories connect redesigned.png



If you need to attach classes to locations just select “Locations” tab, enable corresponding option and and create locations one by one with the help of “+” icon.

Class locations connect redesigned.png



Can I sync classes bookings with my Google or Outlook calendar?



Sure! We have Calendar sync feature to make it possible. Please go to Custom features//Calendar sync to enable it and click on “Settings” to attach calendars.

Calendar sync enable path redesigned.png



Calendar sync settings path redesigned.png



Important note! Please do not use “sync busy time” option for classes sync if you have more than 1 participant as it will block all the spaces.



How to set specific emails for classes/events?



It may happen that you need to have absolutely different templates for each class for confirmations or reminders, or other notifications. Flexible notifications feature will help you to solve the question. Please select “More options” tab, click on “Customize notifications with “Flexible notificatiions”” to enable it and create new template to your needs.

Flexible notifocations enable path classes redesigned.png



In addition to all these possibilities you can attach some Products for sale or Service Add-ons to your classes to earn more and remind existing clients to book again.

Products addons book soon for classes redesigned.png



Important information for cases when you disable Classes custom feature



Generally the class consists of pair Service + Provider that are setup on one page.
That is why when you disable this feature the classes you have created before will be split to services and providers that will be displayed in corresponding sections.


1. If you delete service/provider related to class and enable Classes feature back, such class will no longer exist and remaining part(service or provider) will be displayed on corresponding page only.
2. If you unattach the pair service and provider, after re-enabling the Classes feature and re-saving class the connection between them will be re-established.
3. If you attach class service to another provider(s), after re-enabling Classes feature and re-saving class they will be disconnected and class service will be connected only to corresponding class provider.
4. If you attach class provider to another service(s), after re-enabling Classes feature and re-saving class connections with other classes services will be removed. If non-class services were attached, these connections are to be removed manually.