Setting Up Classes

Last Updated: Jan 05, 2017 11:54AM CST

Setting Up Classes

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Categories

Categories allow you to organize your classes into groupings so they are easier for you and your clients to locate.


To add a new category:

  1. Navigate to the Admin Module ~ Setup ~ Products & Services ~ Classes page.
  2. Click New Category.
  3. Fill out the information for the new category.
  4. Click Save.


To edit an existing category:

  1. Navigate to the Admin Module ~ Setup ~ Products & Services ~ Classes page.
  2. Click on the category title.
  3. Make any needed changes to the category information.
  4. Click Save.
Notes
  • The parent field allows you to create a category hierarchy for your classes.
  • If you do not wish to create categories you can assign all of your classes to the All Classes category


Classes

This section is where you will enter all of the classes you offer to your clients. You will not actually schedule any of the classes in this section. 


To add a new class:

  1. Navigate to the Admin Module ~ Setup ~ Products & Services ~ Classes page.
  2. Click New Class.
  3. Fill out the information for the new class.
  4. Click Save.


To edit an existing class:

  1. Navigate to the Admin Module ~ Setup ~ Products & Services ~ Classes page.
  2. Click on the class title.
  3. Make any needed changes to the class information.
  4. Click Save.


Class Fields

  1. Title: this is the name of the class.
  2. Description: this contains more details about the class and is visible to your clients.
  3. Sessions: this is the number of sessions the class lasts. In many cases this is the number of weeks for this class.
  4. Cost: this is the typical cost for this class. If your class costs vary by location or other details you can specify a different cost when scheduling an occurrence of this class.
  5. Max Dogs: this is the maximum number of dogs you will allow in this class.
  6. Session Length: this is the length of each session of this class in hours.
  7. Client Form: this is where you can choose a custom client registration form for this class
  8. Dog Form: this is where you can choose a custom dog registration form for this class
  9. Auto-Responders: this is where you can set a specific auto-responder for each different type of class. Once you create the auto-responder, you can assign it to the class here.
  10. Categories: here is where you can choose one or more categories to assign this class to.

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