From business and location settings to forms and agreements and everything in between—discover how easy it is to configure all your key business settings on Bookee CRM!
- Overview of Business and Location Settings
- Configuring Booking Settings: Calendar Views, Pricing, and Cancellation Policies
- Configuring Class Booking Settings and Waitlist Management
- Configuring Appointment Settings: Booking Windows, Auto-Submission, and Cancellation Policies
- Configuring Course Booking Settings: Visibility, Attendance, and Waitlist Management
- Configuring Payment Modes and Membership Cancellation Settings
- Customizing Customer Settings: Gender Options, Pronouns, and Custom Tags
- How to Configure Tax Settings: A Step-by-Step Guide
- Creating Shareable and Embedded Forms on Bookee
- Creating an Automated Activity-Based Form on Kenko
- Creating and Managing Agreements on Kenko
- How to Define and Assign Roles and Privileges for Staff
- Customizing App and Website Settings: Design, Credits, Labels, and Embedding
- Setting Up Business Emails and Email Settings with Domain Authentication
Configuring Class Booking Settings and Waitlist Management
Kovil
Updated on Oct 10, 2024
Class Booking and Attendance Settings
In this video, we will see how to configure booking and attendance settings for classes. We will cover various settings related to booking and attendance to ensure a smooth experience for both the studio and the customers.
Booking Settings
Remaining Slots: Decide whether you want the remaining slots to be shown on the app and the website.
Booking Window: Determine when the bookings open. This is a rolling window, so bookings can open 60 days before the class starts. You can set it up as per your preference. This setting is applicable for all classes and updates on the customer end immediately.
Attendance Settings
Auto-Submit Attendance: Set when you want the attendance to be submitted automatically. Ensure you check in your customers before this time.
Book for Someone Else: Toggle this option on or off to allow or disallow booking for someone else. If toggled off, it will not show up anywhere.
Waitlist Settings
Waitlist Type: Choose the type of waitlist you want:
Inform everyone when a spot becomes free.
Automatically book the first person on the waitlist until three hours before the class starts, and after that, inform everyone on the waitlist when a spot becomes free.
Maximum Waiting Spots: Set the maximum number of waiting spots.
Refund Policy: Decide whether to refund the customer immediately after the class ends or later.
Waitlist Number Visibility: Enable this setting to allow people to see their waitlist number. If disabled, they will only know they are on the waitlist without knowing their specific number.
Late Cancellation Forgiveness
Set up a policy to forgive late cancellations as a good customer service practice. You can configure it so that no cancellation fee is charged for the first late cancellation of the calendar year. This will be tagged as automatically forgiven.
Thank you for watching!