Registering A Client Into a Single Available Session

Hover over the available class you wish to book clients into and click +Book a Client. You can see that the session in the example image below is available, it has no current registrants because the left side is yellow. Once a client is registered, the left side will turn green if partially full, and red once the session is completely booked.

1. Use the search box to find existing clients. Click on the client's name or click Find.

OR

2. Click Create Client to enter a new client.

Click Sell Package to sell the client the correct package for this session.

Click Select next to the package they would like to purchase.

Click Finish & Pay

Click Total Balance or type in a deposit amount. Select a Payment Method. Click Take Payment

1. Send a paid invoice to the client
2. Click Done to return to the reservation page.

Click Go next to the package this client is going to use.

You will see a green bar that loads at the top of the reservation page. This lets you know the client was successfully registered.

When the client is booked into the session you will see them listed in the roster format and have access to additional information for the client:

1. Mark attendance

2. Filter by First or Last Name

3. View package details

4. Remove a client from the class

The available session now shows red because the class is full.