Creating Classes & Categories

Last Updated: Jun 09, 2017 01:06PM CDT
Watch the Video | More help articles about Classes

Categories

Categories allow you to organize your classes into groupings so they are easier for your clients to find when registering online. Categories also allow you to assign discounts and package credits to a group of classes vs. having to add each class individually.

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 you wish to edit.
  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 you wish to edit.
  3. Make any needed changes to the class information.
  4. Click Save.

Fields

Title: this is the name of the class.

Link: this will be populated once you save this class. You can use this to link directly to the registration page for this class.

Description: this contains more details about the class and is visible to your clients.

Sessions: this is the number of sessions the class lasts. In many cases this is the number of weeks for this class.

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.

Deposit: this can be used if you want to require a deposit for this class that is different from the full amount being charged. If you do not want to charge a deposit, just enter 0.

Max Dogs: this is the maximum number of dogs you will allow in this class.

Session Length: this is the length of each session of this class in hours.

Client Form: this is where you can choose a custom registration form for this class

Dog Form: this is where you can choose a custom registration form for this class

Auto-Responders: this is where you can set a specific auto-responder for each different class. Once you create the auto-responder, you can assign it to the class here.

Registration: this will be sent when the client completes their registration online.

Confirmation:  this will be sent when the client's registration is confirmed - either by payment or manually depending on your system settings.

Waiting List:  this will be sent when you manually put the client's registration into this status.

Categories: here is where you can choose one or more categories to assign this class to.

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