Now that you have set up revenue categories, class types are the next level of organization for your classes and enrollments. When your customers look at your class and enrollment schedules, they can search for classes or enrollments based on class types. Class types are the broader categories that those classes and enrollments will fall into, and since they are visible to your clients, it can help your members find your services faster. They can also give more definition to your reports.
- How do I add class types?
- What if my business rents resources, like rooms and equipment?
- What if I also offer private services that are appointment-based?
- What if I don't offer resource rentals, classes, or enrollments (workshops)?
There are two different places you can add new class types. You can add them from the Services & Prices screen as you're creating new classes, or you can add them from the Class Types screen.
- If you are a new MINDBODY Solo Client who offers Classes, please click here for instructions.
1. From Services & Pricing
- Go to the Home tab and select Services & Pricing from the submenu. Then, click the Classes link on the left.
- Click +Add a class in the Classes menu on the right side of the service category section.
- Enter the class name.
- Next, select from the list of existing class types, or click Add New in the Class Type dropdown menu.
- If you clicked Add New, enter a name for the new class type in the lightbox, and click Add.
- The new class type will be added to this class. It will also show up in the Class Type menu, so you can easily assign it to other classes.
- Continue filling in the details for your new class and click Add to create the class when you’re ready.
2. From the Class Types screen
Go to the Home tab and select Manager Tools from the submenu. Choose Settings at the top right and click on Class Types under Classic Setup Screens.
- Select Add New Class Type from the top right.
- In the Add New Class Type section, use the dropdown box to select the service category the class type falls under. (For example, a Hatha Yoga class type might fall under a Yoga service category.)
- Enter the class type name in the Name field to the right of the service category dropdown box.
- The # Deducted field is used to indicate how many sessions are deducted for each class type. This is generally left at 1, but if you are using a point system please go here before continuing.
- Sort Order defines the order in which the class types will be displayed. By default, class types will be listed alphabetically in all search filters. However, you may set your own customized order by entering numbers in the Sort Order field.
- Click the Add New Class Type button to save your class type.
It may seem strange, but you must create class types for room rentals or equipment rentals—especially if you're going to sell the rentals from your Retail Point of Sale screen. Don't worry; this won't make rentals show up on your Classes calendar. The rentals will eventually show up on your Room Schedule calendar.
From the Class Types screen, you can set default booking times for the class types you create for resources (rentals), as long as you put them under a Rental service category. The default booking time is the amount of time you would like the resource to be scheduled. When you book resources, the reservation length will automatically default to this length of time.
No problem. When you're done setting up your class types, click here to set up your appointment types.
Oops! You shouldn't be here. If you don't offer any group services or rent equipment, then you don't need to set up class types. Click here to set up your private appointments.
- Class types give your classes more specificity. To use high school as an example, you might create a broad service category called "Classes," but the various class types in that service category might be Algebra, Biology, Social Studies, etc. They are like subcategories within the larger service category.
- Class types don't affect the behavior of your site as much as service categories do, but they help people find the services that they want on your Class and Enrollment calendars.
- Once you create class types, you are ready to create your actual classes in the Class & Enrollment Management screen. These are even more specific than class types. For example, in the class type "Algebra," you might have specific classes called Beginning Algebra, Intermediate Algebra, and Advanced Algebra.
- Class types work basically the same way for enrollments as they do for classes. For example, if a high school created a enrollment service category called "Camps," then the class types for the service category might be, "Band Camp," "Cheerleading Camp," and "Senior Retreat."
- Once you create class types for your enrollments, you are ready to create your actual enrollments. These are even more specific than class types. For example, in the Band Camp class type, you might have a "Woodwinds Enrollment" and a "Brass Enrollment."
Resources (equipment rentals, room rentals, etc.)
- The system treats resources a lot like it treats classes. If you rent and/or schedule your resources, they will appear on the Resources Schedule screen. This gives the resource another layer of classification. It also helps move the resource onto the Resources Schedule screen. Even if you rent resources without scheduling them, you still need to give each resource a class type.
Want to watch the training video on class types? Click here:
- Adding & scheduling classes
- Class Levels
- Number Deducted
- Revenue categories
- Appointment types