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Setting up Multi-Client appointments—Classes & Sessions

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The multi-client feature allows you to create a service which you can book multiple clients into at the same time.

An example might be a Fitness Class. You can make the one appointment in an operator's column, however, multiple client names can be booked into it.

Creating a Multi-Client Service

To create the multi-client service go to Admin then Services. You'll need to create a Category for the Service to go into if you haven't already. Then click New:

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Fill out service details on right side panel and click Multiple Clients. Tick Allow Multiple Clients and you can set the maximum number of clients per booking, and Save:

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Booking a Multi-Client Appointment

To book the multi-client appointment, go to your Appointments page and click a time slot in an operator column. On the right-side panel click Add Multi-Client Session.

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Double click the service from the pop-up window and click Confirm.

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Here is what it will look like once it's booked in.

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To add clients to the service, click the service name on the appointment and then click the Clients tab:

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Search for the first client and click their name when it is displayed.

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Keep doing this to add all the clients who are booking in for this multi-client appointment/class.

What each flag and option means:

  • Arr stands for Arrived - so tick this when the client arrives. Their row will be highlighted in green.
  • Conf stands for Confirmed - tick this when they confirm their appointment.
  • If you click the client name you will see their Visit Details.
  • Click the red light if the client is paying - they will be added to POS.
  • The red cross will delete them from the booking. 

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If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.

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