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Changes for page Create Schedule

Last modified by David Stadnyk on 2026/05/08 04:26
From version 1.1
edited by Isaac Mejia
on 2025/12/15 16:52
Change comment: There is no comment for this version
To version 13.1
edited by David Stadnyk
on 2026/05/08 04:26
Change comment: There is no comment for this version

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1 1  {{include reference="KBArticleHeader.WebHome"/}}
2 2  
3 -= Create Schedule =
3 += Create a Schedule =
4 4  
5 -{{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/create-schedule_1487569750>>https://membersolutions-9221154.hs-sites.com/kb/create-schedule_1487569750]]{{/info}}
5 +Schedules are used to manage class timetables, private training sessions, court bookings, and other appointment-based services.
6 6  
7 -* [[Setup>>Setup_1619099713.html]]
7 +----
8 8  
9 - Create Schedule
9 +== Navigating to Schedules ==
10 10  
11 - Created by
12 - Amith on Feb 05, 2021
11 +1. Click **Setup** in the left-hand navigation sidebar.
12 +1. Click **Schedules**.
13 +[[image:1777650728438-529.png||height="152" width="389"]]
13 13  
14 -Click **Setup**
15 +The Schedules page displays a list of all existing schedules, searchable by **Status** (defaults to //Active//). The list shows each schedule's Name, Type, and Status, along with **Edit** and **Member Permissions** action links.
15 15  
16 -* Click **Schedules**
17 +----
17 17  
18 -* Click **Add Schedule**
19 +== Creating a New Schedule ==
19 19  
20 -image:kb-1487569750-1487569763-1.png
21 +Click **Add New** to open the schedule creation screen. The screen is divided into four sections.
21 21  
22 -* Enter the **Schedule Name**
23 +[[image:1777650773245-428.png]]
23 23  
24 -* **Booked Every - **Choose the booking intervals
25 +=== Schedule Information ===
25 25  
26 -* Choose the Schedule **Type**:
27 +|=Field|=Description
28 +|**Schedule Name (Default)**|The default name of the schedule.
29 +|**Schedule Name (martial)**|An alternate name for martial arts contexts.
30 +|**Schedule Name (Espanol)**|The Spanish-language name for the schedule.
31 +|**Schedule Name (English)**|The English-language name for the schedule.
32 +|**Schedule Name (French)**|The French-language name for the schedule.
33 +|**Type**|The type of schedule: //Private// (viewed by staff member — most often used for personal training sessions), //Class// (viewed by location — most often used for aerobics, yoga, and similar classes), //Court// (viewed by location — most often used for space rentals), or //Massage// (viewed by staff member, similar to Private but a location is required).
34 +|**Booked Every**|The booking interval — how frequently appointments can be scheduled (e.g., every 5 minutes).
35 +|**View Order**|The display order of this schedule relative to others.
36 +|**Inactive**|Check to mark the schedule as inactive.
27 27  
28 -**Private: **Viewed by Staff Member (//Most often used for Personal Training Sessions)//
29 -//- //**Class**: Viewed by Location (//Most often used for Aerobics Classes, Yoga Classes, etc)//
30 -//- //**Court: **Viewed by Location (//Most often used for Space Rentals)//
31 -//- //**Massage: **Viewed by Staff Member //(Similar to the **Private** schedule, but a Location is required)//
38 +=== Schedule Hours ===
32 32  
33 -* Select the **View Order **(the order in which it appears on your site)
40 +Set the opening and closing times for each day of the week. Each day can be set to //Closed// or a specific open/close time. Days default to //Closed//.
34 34  
35 -* Optional: Enter in your **Holidays **with corresponding dates and hours of operation
42 +=== Schedule Holidays ===
36 36  
37 -In this next section, you will create your appointments for the schedule.
44 +Add holiday closures to the schedule. For each holiday, enter a **Holiday** name, **Date**, and the **Open** and **Close** times for that day (or set to //Closed//). Click **Add Holiday** to save the entry.
38 38  
39 -image:kb-1487569750-1487569769-1.png
40 -image:kb-1487569750-1487569775-1.png
46 +=== Appointment Types ===
41 41  
42 -* Enter the **Appointment Name **(this will appear on the schedule)
48 +Add the types of appointments available on this schedule. For each appointment type, fill in the following:
43 43  
44 -* Set the **Duration** of the appointment
50 +|=Field|=Description
51 +|**Appointment Name**|The name of the appointment type.
52 +|**Colour on Screen**|The colour used to display this appointment type on the schedule.
53 +|**Duration**|The length of the appointment (hours and minutes).
54 +|**Item Link**|The inventory item linked to this appointment type for billing purposes.
55 +|**Cancel $ Link**|The item charged if the appointment is cancelled.
56 +|**Bill Staff**|Check if the staff member should be billed for this appointment type.
57 +|**Test**|Check to mark this as a test appointment type.
58 +|**Default**|Check to set this as the default appointment type for the schedule.
45 45  
46 -* Link the appointment with the item in both drop-down menus (see example below)
60 +Click **Add** to save the appointment type. Multiple appointment types can be added to a single schedule.
47 47  
48 -* Click **Add**
62 +Click **OK** to save the schedule, or **Back** to return without saving.
49 49  
50 -* Repeat if there are more appointments to add.
64 +----
51 51  
52 -* If everything is satisfactory, press **OK **to create your new schedule!
66 +== Member Permissions ==
53 53  
54 -{{include reference="KBSupportCTA.WebHome"/}}
68 +Clicking **Member Permissions** from the Schedules list opens the permissions screen for that schedule. It is divided into two sections.
55 55  
70 +[[image:1777650748834-714.png]]
71 +
72 +=== Schedule Permissions ===
73 +
74 +|=Field|=Description
75 +|**Schedule Status**|Controls how members interact with the schedule: //Hide// (not visible to members), //Read Only// (visible but bookings not allowed), or //Book Appointments// (members can book).
76 +|**Can be viewed without logging in**|When checked, the schedule is publicly accessible via the displayed URL without requiring a member login.
77 +|**Booking Restrictions**|Sets how far in advance members can book, defined as a range from a minimum (hours) to a maximum (days).
78 +|**Cancellations**|Set to //Not Allowed// or //Allowed//. If allowed, a **Restrictions** range defines how far in advance a cancellation must be made.
79 +|**Pay When Booking**|If set to //Yes//, members must pay at the time of booking.
80 +|**Ensure Available Sessions Do Not Expire Before Class Date**|If set to //Yes//, the system checks that the member's sessions will not expire before the class date before allowing a booking.
81 +|**Recurrence**|If set to //Yes//, members can set up recurring bookings for this schedule.
82 +
83 +=== Common Member Profile Permissions ===
84 +
85 +Controls what members can see and edit on their own profile when accessing this schedule. Each section can be set to //Hide//, //Read Only//, or //Read/Write//:
86 +
87 +* Profile
88 +* Interests
89 +* Activities
90 +* Account
91 +* Questionnaires
92 +* Programs
93 +* Admin
94 +
95 +Click **Save** to apply the permissions, or **Back** to return without saving.
96 +
97 +{{include reference="KBSupportCTA.WebHome"/}}
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