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Adding Clients to Classes

Adding Clients to Classes

Add clients from your client list to a class, and record whether they've paid for the term.

1. Open the class

Open Classes and tap the class you want. Scroll down to Participants, where you'll see how many people are associated with the class, how many are enrolled and how many have paid for the term.
The class page with the Participants section
The class page with the Participants section

2. Tap Add

In the Participants section, tap Add. You'll see every client who isn't in this class yet. Use the search box to find someone quickly.
The Add Participants screen listing your clients
The Add Participants screen listing your clients

3. Choose how each person is joining

For each client you want to add, tap one of the three options:
  • Drop In: they come now and then and pay per class. They'll also get messages about this class.
  • Enrolled: they're signed up for the term but haven't paid yet.
  • Paid Term: they're signed up and have paid for the term.
Choosing Enrolled for one client and Paid Term for another
Choosing Enrolled for one client and Paid Term for another

4. Save

Tap Add 2 Participants (the button counts how many people you've chosen). The class page updates with the new numbers.
The class page showing the updated participant counts
The class page showing the updated participant counts
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To change someone's status later (for example when they pay), tap Edit in the Participants section.

Next steps