Create a Class

Login to your Online Portal

• Click Services in the side menu 
• Click Classes to go to the Classes List

• Click Add to create a Class

Set Class Name, Category, Price and Assigned Locations (Required) 

• Enter the class name (this is the service name that clients will see in your Online Booking and Booking App)
• Select the assigned locations (these are the Locations that offer this class If a Location is not selected, clients will not be able to book this class at that location).
• Select or add the category that this class belongs in (Clients will view Categories before Services). Example: Category: Yoga > Class: Hot Yoga
• Enter the price for this class

Set Participants, Waitlist, Class Length & Padding Time

• Enter the minimum amount of participants this class requires to function
  • if less than this number books this class, you will be notified in case you want to cancel it
• Enter the maximum amount of participants this class can hold
  • Once the maximum amount of people have booked, it will no longer be available to book
• Enter the number of people that can join the waitlist
  • Waitlist clients will be notified when a spot opens up, to guarantee you don't have empty seats in your class
  • If you do not want to offer a waitlist, leave this at 0
• Enter the service length in Hours and Minutes for this service (Required)
  • This is the Service Length that clients will see. Example: 1 hour 30 min service will display to clients as 1 hour 30 mins
• Enter the padding time for this service (Optional)
  • Padding Time is additional time you require as a break after this service. Example: 10 minute padding time will leave a 10 minute break after this service before your next appointment

  

Enter Description, Photo and Service Colour & Loyalty Points (Optional)

• Enter the points for this class (Optional)
  • This is how many Loyalty Points a client will receive once they complete this class. (For subscriptions with a Loyalty Program Only)
• Enter the short description for this class
  • This is the description preview that clients will see in your booking app and online booking underneath the class name
• Enter the full description for this class
  • This is the Full Description that clients will see in your booking app and online booking when they click on the Class Details to learn more
• Upload a class photo (Optional)
  • This photo will display next to the class and on the class details screen in your booking app and online booking
  • Tip: It is recommended to only add class photos to EVERY class OR have no photos at all, for visual consistency
• Select your calendar colour (Optional) 
  • This is the colour that this class will be in your Business App Calendar

Deposit Required

• Turn ON payment required if a deposit is required in order to book this class

• Selectpay in full upon booking if you would like the full class amount charged upon booking
  • If the class is $223, the client will be charged $223 upon booking

• Select deposit required if you would like a deposit to be charged upon booking
  • If the class is $223, and the deposit is $25, the client will be charged $25 upon booking

• Toggle the $ radio button to set a Deposit amount in $ Dollars
• Toggle the % radio button for the Deposit to be a Percentage of the class price
  • If the class is $150, and the Deposit % is set to 25%, the client will be charged $37.50 upon booking. (25% Deposit of $150 = $37.50) 

• Click Save to Save this class

The rest of the Class Details sections will now appear:

You will see that the class is inactive (will not be visible or bookable to your clients) until at least 1 staff member is assigned

Assign Staff to this Class

• Click the Resources Tab

• You will see your Staff Members in the Staff Table, and they will all be default Unassigned to this class
• Toggle the switch ON to assign a Staff Member to this class
• Click Update 

• You will receive a Success Message and you will now be able to Activate this class by clicking the green Activate button
  • Once you click Activate, clients will be able to see this class and book this class Online and in the App

Assign Equipment to this class

• In the resources tab, go to the equipment section above staff. All created Equipment will be default Unassigned to this class

• Toggle the switch ON to assign an Equipment to this class
• Click Update 

Set the Availability of this class

• Click the Availability Tab

• Select Recurring if this class repeats on a schedule
  • Example: Monday 1-2pm, Wednesday 6-7pm, Friday 8-9am
  • Example: Every Saturday 
  • Example: Every Monday, Wednesday and Thursday at 5pm
• Select Custom Availability if this class is only available on certain day with no pattern
  • Example:  Saturday Dec 12, Monday January 24 and Tuesday February 13

Recurring:

• Select the Is Recurring radio button
• Toggle switch ON for Available Days (the days clients will be able to book this class)
• Enter your From (Start) time for this class(the start time of your class)
• Enter your To (End) time for this class (the end time of your class)
• Select the Staff Member assigned to this class

• To offer this class multiple times on the same day, click the + icon at the end of the row
• Enter the start time, end time and assigned staff

• Click Update to save your availability

Custom Availability

• Select the Custom Availability radio button
• Click Add a date 

• In the Add a Date:
  • Enter the date for this class
  • Enter your from (start) time for this class (the start time of your class)
  • Enter your to (end) time for this class (the end time of your class)
  • Select the staff member assigned to this class

• Click Add to List to add this class

• Click Update to save your availability

Set a Cancellation Policy

• Click the Cancellation Tab

• Set your cancellation policy time-frame from the drop-down list of options

• Enter your cancellation policy message for your clients to view and accept when booking

• Toggle ON Credit Card Required to set an amount to charge clients when they cancel 
• Enter the cancellation charge amount $
• Click Update to save your Cancellation Policy for this service

Assign a Form and Aftercare Instructions to this service

• Click the Forms and Aftercare Tab

• To assign a form to this service, select it in your medical form dropdown
• Click Update to Save
• If you do not have any forms built yet, contact a Cojilio Sales Representative at 1-833-COJILIO to have a custom form built & added to your subscription

• To assign aftercare instructions, select it in your aftercare dropdown
• Select an existing document in your dropdown list
• Click Update to Save

• Or click Add Aftercare to create new aftercare instructions for this service

• The add aftercare popup will appear
• Enter your title and content of your aftercare instructions

• Once filled out, click Add to List to save and assign this Aftercare
• Click Update to Save and Assign this aftercare