Book an appointment
Web Mobile Owner · Admin · Manager · CoachSteps
Go to Schedule → Appointments
Click New Appointment
Fill it in
| Field | Notes |
|---|---|
| Type | Sets the default duration |
| Client | The member |
| Staff | Who’s running it |
| Location | Where — including virtual |
| Date and time | Start time; duration comes from the type |
| Title | Optional override |
| Notes | Goals, injuries, context for the coach |
Save
The member is notified and it appears in their app.
What the member sees
The appointment shows in their upcoming sessions with the time, coach, and location. They receive a reminder before it.
Notes
- Appointments don’t count toward weekly class limits. They draw on appointment credits instead, if the plan includes them.
- Use the notes field. A coach opening an appointment on their phone with “rehabbing left shoulder, avoid overhead” is the difference between a good session and a bad one.
- Staff availability and pay rate can be recorded on the staff record for your reference.
Related
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