Booking an Event

After an Event instance has been scheduled, staff members can book clients for the scheduled Event. For more information about scheduling Events, see Scheduling an Event instance.

To learn how clients can book an Event for themselves, see Client Web App: Booking an Event.

Note If you want to add a client to a specific session within an Event, the purchase rule Clients can select which sessions to enroll into after purchasing must be enabled. To learn how to enable this purchase rule, see Creating or modifying an Event. For more information, see Purchase rules.

In this article:

To book an Event from a client’s profile:

  1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the Overview page, click the Book an Event button.
  4. Find the Event that you want to book. You may have to adjust the date range to find the Event.
  5. Click Enroll Now.
  6. Review the Event information. Click NEXT. In the confirmation popup, if the client owns one or more Purchase Options that can be used to pay for the Event, choose the Purchase Option that should be used from the list, and click OK.
  7. Decide when the client will pay for the Event:
    • To pay for the Event now, select an applicable Purchase Option to purchase to pay for the Event. Click NEXT.
      1. Review the cart and enter any discount codes. Click NEXT.
      2. Select the payment method and enter the client’s payment information. If you want to apply a payment plan for the Event, see Applying a payment plan at checkout.
  • Review the booking then click COMPLETE.
  • To pay for the Event when the client visits:
    1. Select Pay When You Visit.
    2. Click COMPLETE.

To book an Event from the schedule:

  1. Click the App Drawer button .
  2. In the App Drawer, click Schedule.
  3. Click the Event that you want to book. You may have to adjust the date range to find the Event.
  4. Click Attendance List.
  5. Click QUICK ADD.
    • To determine how the client will pay for the Event, click the Attendance Options button .
      • To book the Event without requesting payment, select Add unpaid. If the client owns an appropriate Purchase Option, it will be used to pay for the Event.
      • To book the Event and charge payment to the client’s account balance, select Add and charge account.
      • To book the Event and make immediate payment, select Add and Pay now.
  1. Enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
    • If the client’s age is outside of a specified age range for the Event, a confirmation popup is displayed. To book the Event anyway, click OK.
    • If the client owns one or more Purchase Options that can be used to pay for the Event, choose the Purchase Option that should be used from the list, and click OK. The booking is complete.
    • If the client does not own one or more Purchase Options that can be used to pay for the Event, in the confirmation popup, click OK.
      • If you selected Add and Pay now, you will be directed to the store:
        1. Select an applicable Purchase Option to pay for the Event.
        2. Review the cart and enter any discount codes. Click Proceed to Checkout.
        3. Select the payment method and enter the client’s payment information. If you want to apply a payment plan for the Event, see Applying a payment plan at checkout.
        4. Review the booking then click COMPLETE.
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