Permissions are required to set up bookings. Click here to learn how to view your permissions.
Add Instructor
This is an optional step; you may leave it blank to not assign an instructor. A selected instructor cannot be changed after the booking is created.
Click Org Tools > Accounts in the side menu.
In the upper right, click the green button labeled Add Account.
We strongly recommend adding an instructor photo.
On the upper left, click the three dots by NO PHOTO, click Upload new Avatar, and then select an image of at least 120x120.
Fill in the required fields.
Under Instructor Access Settings, check the Instructor box.
Fill in the Instructor Bio. This will be displayed to the public.
When finished, click CREATE.
Bookings Settings
In the side menu, click Bookings > Bookings Admin.
Click the Settings tab.
Enter the desired Receipt Email information.
Set the desired Inventory Filters.
Set the Accepted Payment Methods.
Click Save.
Create Coupons
NOTE: Coupon codes must be attached to a discount plan, either an existing one or one explicitly created for the coupon code.
From the left navigation menu, click Bookings > Bookings Admin.
Click the Settings tab.
Click Coupon.
Click Add Coupon to create a new coupon, or click the name of an existing coupon to edit.
Fill out the coupon information.
Click Save.
Click Discounts.
Click the Coupons sub-tab and check the box for Allow Coupons. When finished, click Save.
For the coupon code to work, the discount plan to which the code is connected must be attached to the booking.
Create Discounts
From the left navigation menu, click Bookings > Bookings Admin.
Click the Settings tab.
Click Discounts.
Click New Discount Plan.
Enter the discount plan name and check the Allow Coupons box as desired.
Click Save.
Create Programs
In the side menu, click Bookings > Bookings Admin.
Click the Settings tab.
Click the Programs tab below that.
Click Add Program for all your disciplines, such as Dance, Cheer, Gymnastics, etc.
We encourage you to add descriptions and images for each program. Images should have a 5:1 aspect ratio and be at least 1250px wide by 250px tall.
Need help with this? Learn how to crop and resize images to correct aspect ratios.
Create Sub Programs
In the side menu, click Bookings > Bookings Admin.
Click the Settings tab.
At the top, below the Settings tab, click the Sub Programs tab.
Click Add Sub Program for all your booking types, such as Boy’s Gymnastics, Adult Zumba, Advanced Parkour, etc.
Fill out the information.
Click Save.
Create Locations
This is an optional step, and you may leave it blank. Add the physical addresses and phone numbers for your locations.
In the side menu, click Bookings > Bookings Admin.
Click the Settings tab.
Click Locations.
Click Add Location.
Fill out the form as required.
When finished, click Save.
Create Zones
This is an optional step, and you may leave it blank. Add the various areas of your facility, such as Classroom 5, Balance Beam, etc.
In the side menu, click Bookings > Bookings Admin.
Click the Settings tab.
Click Zones.
Click Add Zone.
Enter the name and description.
When finished, click Save.
Create Pages
In the side menu, click Bookings > Bookings Admin.
Click the Settings tab.
Click Pages.
Click the Title Page or Success tab to set the custom messages for the booking.
Create Agreements
Click Org or Team Tools > Agreements.
Click + Add Agreement.
Fill out the form as requested.
Make sure to Save when finished.
Once created, click the Bookings > Bookings Admin.
Click the gear icon on the booking name's left.
Click the Agreements box to choose the agreement you want to add.
Click Save & Close.
Create a Booking Appointments' Website Page
From the left navigation menu, click Website Design.
Hover over the menu layout and click Site Navigation in the upper right-hand corner.
Click + Add Tab.
From the Tab Content drop-down, select Booking Appointments.
If desired, change the tab label.
If you do not want this tab to show in your menu, change Show on site navigation? to NO.
Click Save.
Click Close.
Helpful Tip: Add a command button on your website's page(s) to direct users to bookings following these steps.
Now that the setup is complete, you can create your booking.