Event advanced settings

This article describes all the Advanced settings available when you are creating or modifying an Event.

To learn about the General Information settings available when creating or modifying an Event, see Event general information settings.

SettingDescription
TaxesA setting that allows you to select whether taxes apply to this Event. If you have configured taxes, and taxes apply to this Event, select each tax type that applies.
Client Online BookingA setting that specifies whether or not clients can book this Event 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 this Event. 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 the Event are restricted to clients in a certain age range. Select one of the following options:
  • Open to all ages - The Event 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 this Event. 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 the Event will not be displayed on your schedule to clients who do not meet the age requirements.
Note When Events are age restricted, clients must be the correct age at the time of booking to successfully book the Event. For example, if an Event 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 an Event that takes place in three days, even though they will be the correct age when the Event 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.
NoteA confirmation popup will appear when you book a client into an Event if their age is outside of the permitted age range. Bookings for a client whose age is outside of the specified age range can only be made from the schedule.
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.
For more information, see Automatically booking BOOK-A-SPOT™ assets for Appointments, Classes, and Events.
Make-Up SessionsA setting that determines whether or not other specific Events or Classes can act as make-up sessions for any missed sessions of this Event. If you choose to allow make-up sessions, select the Events or Classes that can be used as make-up sessions from the list. For more information, see Event make-up sessions.
Custom Business PoliciesA setting that allows you to apply custom business policies, such as booking policies or automatic attendance tracking, to this Event.
To apply custom business policies, set this option to ON, which exposes the Event-specific business policy settings. The values of the Event-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 Event-specific business policies, see Business policy settings.
QUICK Buy SettingsA setting that allows you to select whether QUICK buy products are available for this Event. For more information, see Quick Buy.
Payment PlansChoose the payment plans, if any, that can be used to pay for this Event. For more details, see Payment Plans.
ContractA setting that specifies whether or not clients must agree to a contract before purchasing the Event. Select one of the following options:
  • The client must agree to a contract prior to purchasing - If you choose this option, enter your contract into the text field.
  • The client doesn't need to agree to a contract

Client TypeThe type of client the Event attendee becomes after booking a spot in this Event. Make a selection from the list. After the client’s last event session, they will become an Inactive Pass Holder.
NoteThis setting is only available if the purchase rule All sessions are booked automatically when purchased is ON.
Take NotesA setting that allows you to enable note taking for this Event. Your choices are:
  • 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 Event instance (or visit). A single instance can be equal to one session or a custom session value of your choice.
NotificationsAn option that allows you to select whether clients and staff members are notified of changes to scheduled Events.
Quick Search TagsThe QUICK Search Tags that apply to this Event. In the list, select all the QUICK Search Tags that apply.
QUICK Search Tags help categorize your Event for clients who are searching for new services on WellnessLiving.com. For example:
  • If this is a fitness bootcamp, add both Strength and Conditioning, and Cardio Conditioning.
  • If you are offering a martial arts Event, 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 Category

The revenue categories to which the Event is assigned. Click a revenue category to select or deselect it. You can select as many revenue categories as needed. The Event will be assigned to the selected revenue categories.

You can also manage revenue categories from here:


  • To add a new revenue category, enter a name for it in the box and click ADD.
  • To rename a revenue category, click the revenue category’s Options button and select Edit .
  • To delete a revenue category, click the revenue category’s Options button and select Delete tag .

Was this article helpful?
(48 out of 52 people found this article helpful)
Still need help? Contact us
Cancel