Bookings Setup
Julia S. avatar
Written by Julia S.
Updated this week

Superuser or Bookings Admin - Full access is required.

This article will walk you through how to set up classes on your website. You can go through the article step-by-step to follow the process in full or click on the links below to go to a specific section.

Add Instructor

This is an optional step, and you may leave it blank to not assign an instructor. A selected instructor cannot be changed after the booking is created.

  1. In the side menu, click Org or Team Tools > Accounts.

  2. In the upper right, click the green button labeled + Add Account.

  3. We strongly recommend adding an instructor photo.

    • In the upper left, click the three dots by NO PHOTO, click Upload new Avatar, then select an image at least 120x120.

  4. Fill in the various fields with a red *.

  5. Under Instructor Access Settings, check the Instructor box.

  6. Fill in the Instructor Bio. This will display to the public.

  7. When finished, click CREATE.

Bookings Settings

  1. In the side menu, click Bookings > Bookings Admin.

  2. Click the Settings tab.

  3. Set the desired Inventory Filters.

  4. Set the Accepted Payment Methods.

  5. Click Save.

Create Programs

  1. In the side menu, click Bookings > Bookings Admin.

  2. Click the Settings tab.

  3. Click the Program tab below that.

  4. Click Add Program for all the disciplines you offer, such as Dance, Cheer, Martial Arts, Gymnastics, etc.

  5. 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.

Create Sub Programs

  1. In the side menu, click Bookings > Bookings Admin.

  2. Click the Settings tab.

  3. At the top, below the Settings tab, click the Sub Program tab.

  4. Click Add Sub Program for all the booking types you offer, such as Boy’s Gymnastics, Adult Zumba, Advanced Parkour, etc.

  5. Fill out the information.

  6. Click Save.

Create Locations

This is an optional step, and you may leave it blank.

  1. In the side menu, click Bookings > Bookings Admin.

  2. Click the Settings tab.

  3. Click Locations.

  4. Click Add Location.

  5. Enter the location name and description.

  6. 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.

  1. In the side menu, click Bookings > Bookings Admin.

  2. Click the Settings tab.

  3. Click Zones.

  4. Click Add Zone.

  5. Enter the zone name and description.

  6. When finished, click Save.

Create Maps

This is an optional step, and you may leave it blank. Add the physical addresses and phone numbers for your locations.

  1. In the side menu, click Bookings > Bookings Admin.

  2. Click the Settings tab.

  3. Click Maps.

  4. Click Add Map.

  5. Enter the address, phone number, and description.

  6. When finished, click Save.

Create Pages

Click Pages and click the Title Page or Sucess tab to set the custom messages for the booking.

Create Agreements

  1. Click Org or Team Tools > Agreements.

  2. Click + Add Agreement.

  3. Fill out the form as requested.

  4. Make sure to Save when finished.

  5. Once created, click the Bookings > Bookings Admin.

  6. Click the gear icon located to the left of the booking name.

  7. Click on the Agreements box, and choose the agreement you'd like to add.

  8. Click Save & Close.

Now that the setup is complete create your booking following these steps.

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