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How do I book Customers into a Class Reservation?

To book Customers into a Class Reservation, you must first create the Class Reservation

see How do I create a (once off) Class Reservation?, or How do I create a (Timetable) Class Reservation?

There are two way to book a Customer into a Class Reservation

  1. By opening the Reservation
  2. Using the New Reservation prompts

By opening the Reservation

Locate the Reservation on the Bookings screen and click on it to open it

how-do-i-book-customers-into-a-class-reservation

how-do-i-book-customers-into-a-class-reservation Click Attendees

how-do-i-book-customers-into-a-class-reservation Click Add Customer

Use the Searchto select an existing Customer from the list, or enter a New Customer

Click Save

how-do-i-book-customers-into-a-class-reservation Click Close

The Attendees will now appear on the Bookings screen

how-do-i-book-customers-into-a-class-reservation

Using the New Reservation Prompts

New Reservations are created on the Bookingsscreen, by clicking the New Reservation button in the top right hand corner 

Use the Search function to select an existing Customer from the list, or enter a New Customer

Click Save

Locate the scheduled Group Service from the list by using the Search and selecting the checkbox

how-do-i-book-customers-into-a-class-reservation Click Availability

Only scheduled instances of this Service will appear

how-do-i-book-customers-into-a-class-reservationSelect from the available time/s

Complete the fields if required, and click Confirm

The Customer will be added to the list of Attendees for this Group Service

how-do-i-book-customers-into-a-class-reservation The new Attendee will also be reflected on the Bookings screen

how-do-i-book-customers-into-a-class-reservation

To bookCustomers into a Class Reservation (either a once off, or a timetabled one), you must first create the Class Reservation 

(see How do I create a (once off) Class Reservation?  or How do I create a (Timetable) Class Reservation?)

You can book a Customer onto a Class Reservation by tapping directly onto the Reservation tile in the Schedule or Timetable

Scroll down to Customers and tap on the arrow

how-do-i-book-customers-into-a-class-reservation

Tap the + icon and search for your customer by typing his/her name into the search bar

Tap on the Customer, then tap Save

OR

Enter New Customer details in the Select Customer popup box and tap Save

The Class tile on the schedule will now show an increased number of attendees

how-do-i-book-customers-into-a-class-reservation

To bookCustomers into a Class Reservation you must first create the Class Reservation (see How do I create a (once off) Class Reservation?  OR How do I create a (Timetable) Class Reservation?)

You can book a Customer onto a Class Reservation by tapping directly onto the Reservation tile in the Booking Schedule 

Tap on Attendees

how-do-i-book-customers-into-a-class-reservation

Tap the + icon

Search for the Customer name in the search field OR select the Customer from the list

how-do-i-book-customers-into-a-class-reservation

Here you can:

  • add Notes
  • send an email notification to the Customer (set as default)
  • set the Request Type

Tap CONFIRM

Tap ADD to add a further attendee

The Class tile on the schedule will now show an increased number of attendees

how-do-i-book-customers-into-a-class-reservation


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