Class Type advanced settings

This article describes all the advanced settings that are available when you are creating a Class Type.

To learn about the general information settings available when creating or modifying an Class Type, see Class Type general information settings.

To learn about setting purchase restrictions, see Types of purchase rules.

 

SettingDescription
TaxesA setting that allows you to select whether taxes apply to Classes of this type. If you have configured taxes, and taxes apply to Classes of this type, select each tax type that applies.
Client Online BookingA setting that specifies whether or not clients can book Classes of this type online. Select one of the following options:
  • Clients can book online
  • Disable booking online
  • Only selected client types can book online - If you select this option, you must select the checkbox for each client type that can book online from the list.
Staff BookingThe client types for which staff members can book Classes of this type. Select one of the following options:
  • Staff can book all Client Types
  • Staff can only book selected Client Types - If you choose this option, you must select the checkbox for each client type that staff members can book from the list.
PrerequisitesA setting that determines whether or not specific clients must satisfy certain Class or Event prerequisites to book this Class. If prerequisites are required, select the requirements from the list. For more information, see Adding prerequisites to a Class or Event.
Age RestrictionA setting that determines whether or not Classes of this type are restricted to clients in a certain age range. Select one of the following options:
  • Open to all ages - Classes of this type will not be restricted by age.
  • Restricted to certain ages - If you select this option, enter the age range that clients must be within to book a Class of this type. If you want the age restriction to be displayed to clients, set the Display age restriction to clients option to ON. If this option is set to OFF Classes of this Type will not be displayed on your schedule to clients who do not meet the age requirements.

Note When Class Types have an age restriction, clients must be the correct age at the time of booking to successfully book a Class. For example, if a Class is restricted to clients who are age 18 and above and a client is going to turn 18 in two days, the client cannot book a Class that takes place in three days, even though they will be the correct age when the Class takes place.

Note The Display age restriction to clients setting only affects clients who are logged in to their accounts. Clients who are not logged in will be able to view all services and will not see any indication that age restrictions exist even if this option
is set to ON.
AssetsA setting that determines whether or not assets are required for Classes of this type.
If assets are required, you must select the required assets from the list. If multiple assets are required, click the Add button next to the list to add more assets.
For each required asset, you must also select one of the following options:
  • This asset is reserved individually per client - One asset is reserved for each client who books this Class. For example, if the Class requires stationary bikes, one bike can be reserved for each client. If you select this option you must also choose one of the following options:
    • Client is able to choose which asset they would like to reserve - Clients will be able to select which asset they would like to reserve when booking this Class.
    • Asset is selected automatically and the client cannot change the reservation - An asset will be selected and reserved automatically when a client books this Class.
  • This asset is reserved for the entire class - One asset is reserved for communal use by all clients who booked the Class. For example, if a room is required for the Class, you can reserve the room to ensure it can’t be booked by other staff members or clients during the Class.
Custom Business PoliciesA setting that allows you to apply custom business policies, such as booking policies or automatic attendance tracking, to this Class Type.
To apply custom business policies, set this option to ON, which exposes the Class-specific business policy settings. The values of the Class-specific business policy settings are automatically pulled from the Business Policies page. Therefore, you only need to change the specific values that you want to customize. For details on all the available options for Class-specific business policies, see Business policy settings.
QUICK Buy SettingsA setting that allows you to select whether QUICK buy products are available for this Class Type. For more information, see Quick Buy.
Take NotesA setting that allows you to enable note-taking for this Class. Select one of the following options:
  • None - Notes are not enabled.
  • Quick - Notes can be taken in a general notes section.
  • SOAP - Notes can be taken in the SOAP (Subjective, Objective, Assessment, and Plan) format.
Visit Session ValueThe session value of a single Class of this type. A single Class can be equal to one session or a custom session value of your choice. If you decide to value the Class as multiple sessions, enter the number of sessions that the Class should represent into the text box provided.
NotificationsAn option that allows you to select whether clients and staff members are notified of changes to scheduled Classes.
QUICK Search TagsThe QUICK Search Tags that apply to this Class Type. In the list, select all the QUICK Search Tags that apply.
QUICK Search Tags help categorize your Class Type for clients who are searching for new services on WellnessLiving.com. For example:
  • If this is a bootcamp class, add both Strength and Conditioning, and Cardio Conditioning.
  • If you are offering a martial arts class, add Martial Arts.
  • If you are offering a service that does not fit into any of the Quick Search Tag options that are available, choose the closest available option or leave this field blank.

QUICK Search Tags are not customizable.
Revenue CategoryThe revenue categories that apply to this Class Type. If the category has not already been created, enter it into the Create new category box, and then click ADD.

All revenue for this Class Type will be recorded under these categories. This will affect revenue category reports only.
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