Help CenterOnline reservations for training classes give clients a convenient way to explore available classes and request a booking through the Client Portal, while giving your team control over how classes are presented and approved. Client-facing descriptions, optional pricing, promotional pictures, and class information help clients make informed choices. Flexible drop-in options let clients choose individual class dates when allowed, and configurable booking messages and emails help keep clients informed throughout the reservation process.
Settings and options must be set for each location.
First, create training classes and packages if those are used. Click here to learn how to set these up.
Setting options and messaging for Classes
Click on Setup, Lists, Training Classes
Show on online reservations – Check this box if this class should be available for an OLR.
Client facing description - Add verbiage if required that will display to client when they are choosing the class.
Show price to client – Click if you wish to display the price in the OLR screen.
Allow client to book this as a drop-in – If a class has multiple dates and drop-ins are allowed, check this option so a client can choose which date(s) of the class to attend.
Promotional picture – Add a picture if desired, that will display in the OLR screen.
Class information – Add information here that will explain this training class to the client.
Where to show training information
Show on the booking summary – This will display on the screen that summarizes the appointment details (course name and dates) before the client submits the appointment.
Show with the client portal appointment – This will display in the Client Portal when the client clicks to view more information about the appointment.
Send with appointment confirmation email – The information will be included in the email.
Setting up Online Reservations for Classes
Click here for info on how to setup Use & Registration.
Click here to learn how to Design OLR Page.
Click here to learn about Email notifications.
Click here to learn how to add your own customized picture for OLR services
Enable online booking for Group Training Classes – Check this option to enable OLR.
Require staff approval for booking - Set this option to require that a staff member approve an appointment before it is added to the schedule. If enabled, an appointment comes in as a Pending Appointment and will need to be approved by a staff member.
Disallow clients to add appointment notes – Checking this option stops clients from being able to add appointment notes, which shows in the Instructions box on the appointment.
Email Settings
Approval emails: Set this option if you’d like to send a confirmation email when an appointment is added to the schedule or approved by an employee.
Denial emails: If you have to deny an appointment, you have the option to send or not send a denial email. Here you can set the default message but this will show on the screen and you can also edit it before sending.
Waitlist emails: If you use the waitlist feature, you have the option to send or not to send a waitlist email. Here you can set the default message but this will show on the screen and you can also edit it before sending.
Click here to learn about Pages to Display.
Click below to learn about Customize Pages options.
Click here to learn about Notices.
Click here to learn about Departure Services.
Click here to learn about Vaccinations.
Click here to learn about Contracts.
Click here to learn about Appointment Questions.
Click here to learn about Document Settings.
Click here to learn about Payment Settings.
Making an Online Reservations
Client chooses the class.
If your settings allow drop-ins, the client will click the box to choose the drop in dates.
On the next screen, the client will choose which date(s) to attend.
Key Benefits
· Convenient client booking: Let clients choose available training classes online through the Client Portal.
· Clearer class choices: Share descriptions, class details, optional pricing, and promotional pictures to help clients choose a class.
· Flexible attendance: Allow clients to select individual class dates when drop-in booking is enabled.
· Control over scheduling: Require staff approval so booking requests can be reviewed before they are added to the schedule.
· Consistent communication: Display class information on booking summaries and portal appointments, include it in confirmation emails, and set default denial and waitlist messages.