Classes: How to use the Class & Enrollment Management screen

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SUMMARY

Once you have set the foundation for your classes and enrollments, you can create your schedule using your Class & Enrollment Management screen. This is an advanced alternative to using your Services & Pricing screen.

  • You can also describe, schedule, and set up your classes and pricing options from the Services & Pricing screenClick here to learn more.
  • If you are a MINDBODY Solo Client who uses Classes, please click here to begin setting up your classes.
  • This management screen is only available for Pro and Accelerate subscribers.
  • You can also set up prerequisites that clients will need to meet in order to sign up for a class or enrollment online, and then schedule them.

CONTENT

This article will take you through the first steps for naming and describing classes or enrollments.

 

Add new classes

  1. Go to your Home tab.
  2. Select Manager Tools from the submenu.
  3. Choose Settings at the top right.
  4. Click on Class & Enrollment Management under Classic Setup Screens. Home_MT_Tools_CEM.png
  5. Click Add New in the upper right corner.
  6. Select the service category that the class falls under.
  7. Enter the class name. This should be specific (for example, "Beginner Hatha Yoga," "Algebra III," or "Interpretive Dance").
  8. Select the correct class typeNote: Even if you enabled class levels and created levels like "Beginner," "Intermediate," and "Advanced," you should still title the class or enrollment the way you want it to appear on the schedule. For example, if you have a class called "Beginner Yoga Class," and you created a class level called "Beginner," you still need to title it "Beginner Yoga Class" if that's the title you want on the Class or Enrollment (Workshop) schedule.
  9. Enter the description for the class.
  10. You'll notice that as soon as you save a description, the class or enrollment appears on the list under its service category. Next to each class and enrollment, you'll see a "Schedule It!" link. You can click this link to finish scheduling your class or enrollment.

Back to top

 

Understanding the links an dropdowns on the Class & Enrollment Management page

Search Filters

The search filter is helpful when you're scheduling or searching for a specific class or enrollment. Instead of viewing all service categories in one list, you can choose a specific one and look only at those descriptions.

Add New

  • Service Category: Choose the service category that this class or enrollment falls under. Service categories are the highest level of organization for your site. By choosing the right service category, the system will know what your customers need to buy to take this class or enrollment. It also helps the system know if the class or enrollment should appear on the Classes or Enrollments tab.
  • Class Name*: This is the name of your class or enrollment. It will appear on the calendar. Examples include "French II," "Pre-Natal Yoga," and "Weekend Meditation Retreat."
  • Class Type*: This is the second level of organization for your classes and enrollments. For example, you may have a service category called "Yoga," but a class type called "Power Yoga."
  • Class Level: If you have class levels enabled, you can tell the system what level this class is. Then, when people search for enrollments or classes on the calendar, they can use dropdown menus to see only the classes or enrollments in one level (e.g., Beginner or Advanced.)
  • Description*: If you allow your clients to see your classes or enrollments online, when they click on the class name, this will be the description that they see. It's a good way for clients to understand what an unfamiliar class is all about.
  • Prerequisite Notes: Here, you can enter the prerequisite notes for a class, such as "Prenatal classes are only for women in their second and third trimesters of pregnancy." Or "French III is only for students that have completed French II with a 2.5 or higher." It doesn't affect the functionality of your site. The text displays only if a client clicks on the class or enrollment name on your calendar. Note: A prerequisite client type must be established in order for clients to see these notes online.
  • Prerequisite Client Type(s): We don't recommend that you use this feature unless you have already assigned client types to your clients. Basically, you can use this feature to pick who is allowed to sign up for classes or enrollments online. You can require that clients meet all—or at least one—client type prerequisite to qualify for sign-up. Note:You and your employees can sign clients into a class even if they don't meet the client type prerequisite. The prerequisite client type applies only to clients signing up for services online.
  • Auto-Assigned Client Type(s): When a staff member signs a client into this class or enrollment, the system will automatically assign the highlighted client type to all clients who register. For example, if you highlight "Female" for a women-only class, then every time a staff member signs a client in, the client will be assigned a Female client type. This is a quick way to assign the right client types to your clients. 
  • Notes: Here you can type a small note that will be displayed after your clients click on the class or enrollment name. Notes can be things like, "Bring comfortable clothes" or "$55 deposit is due before the enrollment starts." The notes you type into this field will appear on the Rooms & Resources schedule.
  • Registration Notes: We provide a few confirmation auto emails that will automatically send to clients after they sign up for classes or enrollments. If you wish to customize an auto email for just one class or enrollment, you can customize the confirmation message. (For example, if you want the email to have content that is specific to this class or enrollment, like "Transportation will be provided from JFK Airport to the Yogi Labor Day Weekend Retreat," or "Thank you for signing up for the Geometry course. Bring a compass and protractor," then you can add that text here. You will also need to add the page phrase "<regnotes>" when setting up the auto email.)

Edit

  • The edit link is used to change previously created class and enrollment descriptions. Changes can be made to any field. Just make sure that your change won't negatively affect your clients. (For instance, changing an old class's service category could prevent old pricing options from paying for it in the future.)

Delete

  • You can delete any classes or enrollments that aren't scheduled in the future or past. 

ADDITIONAL RESOURCES

Request a Product Feature

 










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