How to Create an Appointment

Overview

Appointments are used for one-on-one sessions such as consultations, private lessons, trial lessons, or private testing. 

Unlike classes, appointments are scheduled individually and are not tied to programs.

How to Create an Appointment

You can create an appointment from:

• Calendar -> Click any date
• Calendar Page -> Click Create Schedule
• Schedule List -> Click Create Schedule

Step 1: Select Appointment

After clicking Create Schedule, choose: 

• Appointment

Step 2: Choose Appointment Type

Select the type of appointment: 

• Consultation -> Intro meetings or inquiries
• Private Lesson -> One-on-one training sessions
• Trial Lesson -> One-on-one or small group trial sessions for new students
• Private Testing -> Individual testing sessions

Note: Trial Lessons are available for trial members. 

Step 3: Enter Basic Information

• Appointment Name: Name of the session
• Description: Optional details about the appointment
• Attach Image: Optional image upload

Step 4: Set Appointment Schedule

The scheduling section is the same across all appointment types. 

You can choose: 

1. One-time

• A single appointment on a specific date
• Set:
  • Date
  • Start time
  • Duration

2. Multi-day

• Appointment across consecutive days
• Set:
  • Start date & end date
  • Start time & end time

Additional Settings

Instructor
Assign the staff member responsible for the appointment. 

Class Capacity
Set the number of participants. 

• Typically set to 1 for one-on-one sessions
• Or enable No Limit if needed

Assign Fixed Members
Assign specific members to this appointment. 

• Works similar to class scheduling
• Assigned members will be automatically included
• Can be modified or removed at any time

Enable Reservation
Allow members to book the appointment through the app or scheduling link 

Reservation Cut-off Time
Control when booking closes: 

• Before the appointment starts
• Or within a selected date range

Step 5: Save

Click Save to create the appointment. 

The appointment will appear in both the Calendar and Schedule List.

Key Notes

• Appointments are best used for one-on-one or small-group sessions