Managing Your Class Roster

In this article:

How do I add clients to my class?

How do I cancel clients out of my class?

How can I view the booking method and guest information for a client?

How do I add clients to my class?

1. Follow the steps to create or edit a virtual class or an in-person class

2. Find the class in the dashboard and navigate to the class’ details page by clicking the 3 dots menu next to the class and clicking “View Class”.

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3. Scroll down the page and find the section labeled “People in Class.”

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4. Click the plus icon on the right to “Add user”.

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5. Type in the name or email of the client you want to add and select the correct user.

   The cart will automatically add the class. You can also add a package/membership to the cart, and the class will be "Redeemed" during checkout

   
   
   • Tip: To add a client for free, click the pencil and change the price to $0
   • Additional Help: More information about the Checkout Process can be found here

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How do I cancel clients out of my class?

1. Find the class in the dashboard and navigate to the class’ details page by clicking the 3 dots menu next to the class and clicking “View Class”.

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2. Scroll down the page and find the section labeled “People in Class.”

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3. Find the client that you want to cancel out of the class and click the 3 dots menu on the right.

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4. Choose one of three options:

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   ​a) Cancel & refund. This option will cancel the client’s booking for this class and issue a refund in the form of the original payment method.

   ​b) Cancel & don’t refund. This option will cancel the client’s booking for this class without issuing a refund.

   ​c) Refund. This option will keep the client booked in the class and issue a refund in the form of the original payment method.

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5. If a refund option is chosen, you can choose if you want to issue a full refund or a partial refund.

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   ​a) Full Refund. Refunds the entire payment including fees to the client. You will also see this transaction removed (or a negative payout) in your payout report.

   ​b) Partial Refund. Enter the amount that you want to refund. The client will receive this amount refunded. You will also see this transaction updated (or a negative payout) in your payout report.

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6. Double-check to make sure everything looks correct and click Refund.

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How can I view the booking method and guest information for a client?

1. Find the class in the dashboard and navigate to the class’ details page by clicking the 3 dots menu next to the class and clicking “View Class”.

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2. Scroll down the page and find the section labeled “People in Class.”

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3. On the middle of the table, a client’s booking can have tags:

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