Permissions allow you to define rules for the class booking process. There are several permissions systems available; each works slightly differently and regulates different things. You can combine one or more permissions systems depending on your business requirements.

When a customer attempts to sign up for a class, all the permissions systems are checked to make sure the class booking is allowed. Therefore, the more permissions systems that are used, the more restrictive the class booking process is for students.

Permissions only apply to customer accounts, and only if you are accepting customer sign-ups. Staff can always modify class attendance.

Restricted class types

This option lets you select which customers can see and sign up for certain class types. Each class type has an individual list of approved customers. Customers not on a class type’s permission list will not see any of the classes on the calendar, and cannot sign up for them.

Setting class permissions is optional and can be turned on for some class types, and left off for others.

Steps

To set up class type restrictions, follow these steps:

  1. In the Users menu, click Permissions.
  2. Next to By Class, click Edit.
  3. Select a class, then click Edit Selected.
  4. Enable the checkbox that says “Enable only specific…”,
  5. Add customers to the permission list by selecting a name from the drop menu and then clicking Add to List. Repeat for all customers you want to have permission.
  6. Click Save Changes.

Upfront payments

Customers can be required to pay upfront before scheduling. If this feature is enabled, then customers can only book lessons if they have enough credits in their account.

This feature is part of the billing system. For more information, please see Getting started with billing.