IN THIS ARTICLE:
Learn about iClassPro’s appointments feature.
- What are appointments?
- How do appointments differ from classes and camps?
- Where do I configure the appointments feature for the Office Portal?
- How do I create appointments/appointment timeslots?
- How do I enable and configure the appointments feature for the Customer Portal/Mobile App?
- How do I create an appointment booking?
- How do I create appointment tuition charges?
- What reports are available for appointment-related data?
What are appointments?
Simply put, appointments are one-off or recurring private or semi-private lessons with a specific instructor. iClassPro's appointments feature allows you to create these appointment timeslots and then create one-time or recurring bookings for them.
How do appointments differ from Classes and Camps?
While class enrollments are intended to be ongoing, and camp enrollments are intended to be for a limited time, appointment bookings can either be one-time OR recurring depending on how they are configured.
Appointments can be set up as true private lessons, or as semi-private. Semi-privates can be further configured so multiple students can book the same timeslot, or so that one student can book the timeslot and then invite other students to attend (up to the maximum allowed occupancy).
Like classes, appointments are also compatible with Punch Passes. However, unlike classes, you can choose to allow customers to cancel or reschedule an appointment, and the system can be configured to charge a cancellation fee if they choose to do so.
Appointments appear on the Customer Portal/Mobile App grouped by the assigned Service (similar to how Camps are grouped by Camp Type).
Where do I configure the appointments feature for the Office Portal?
To use the appointments feature, you will need to first configure several different settings that determine how the system handles various options related to appointments.
The appointments feature can be enabled under SETTINGS>SETUP>APPOINTMENTS SETTINGS>"General Appointments Settings."
How do I create appointments/appointment timeslots?
How do I enable and configure the appointments feature for the Customer Portal/Mobile App?
How do I create an appointment booking?
- Click here for full details on creating a booking an appointment in the Office Portal.
- Click here for full details on creating a booking an appointment in the Customer Portal.
How do I create appointment tuition charges?
- Click here for information about manually creating appointment tuition charges.
- Click here for information about creating appointment tuition charges in bulk using the "Appointments Tuition Charges" task.
What reports are available for appointment-related data?
The following reports are available for viewing data related to appointments.