Changes for page Create Schedule

Last modified by David Stadnyk on 2026/05/08 04:26

From 11.1 to 12.1 From 12.2 to 13.1

From version 12.1

edited by David Stadnyk
on 2026/05/01 15:52

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To version 12.2

edited by David Stadnyk
on 2026/05/01 15:52

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  {{include reference="KBArticleHeader.WebHome"/}}
--= Create Schedule =
++= Create a Schedule =
--* Click **Setup**
++Schedules are used to manage class timetables, private training sessions, court bookings, and other appointment-based services.
--* Click **Schedules**
++----
--* Click **Add Schedule**
++== Navigating to Schedules ==
--[[image:kb-1487569750-1487569763-1.png]]
++1. Click **Setup** in the left-hand navigation sidebar.
++1. Click **Schedules**.
++[[image:1777650728438-529.png]]
--* Enter the **Schedule Name**
++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.
--* **Booked Every - **Choose the booking intervals
++----
--* Choose the Schedule **Type**:
++== Creating a New Schedule ==
--**Private: **Viewed by Staff Member (//Most often used for Personal Training Sessions)//
--//- //**Class**: Viewed by Location (//Most often used for Aerobics Classes, Yoga Classes, etc)//
--//- //**Court: **Viewed by Location (//Most often used for Space Rentals)//
--//- //**Massage: **Viewed by Staff Member //(Similar to the **Private** schedule, but a Location is required)//
++Click **Add New** to open the schedule creation screen. The screen is divided into four sections.
--* Select the **View Order **(the order in which it appears on your site)
++[[image:1777650773245-428.png]]
--* Optional: Enter in your **Holidays **with corresponding dates and hours of operation
++=== Schedule Information ===
--In this next section, you will create your appointments for the schedule.
++|=Field|=Description
++|**Schedule Name (Default)**|The default name of the schedule.
++|**Schedule Name (martial)**|An alternate name for martial arts contexts.
++|**Schedule Name (Espanol)**|The Spanish-language name for the schedule.
++|**Schedule Name (English)**|The English-language name for the schedule.
++|**Schedule Name (French)**|The French-language name for the schedule.
++|**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).
++|**Booked Every**|The booking interval — how frequently appointments can be scheduled (e.g., every 5 minutes).
++|**View Order**|The display order of this schedule relative to others.
++|**Inactive**|Check to mark the schedule as inactive.
--[[image:kb-1487569750-1487569769-1.png]]
--[[image:kb-1487569750-1487569775-1.png]]
++=== Schedule Hours ===
--* Enter the **Appointment Name **(this will appear on the schedule)
++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//.
--* Set the **Duration** of the appointment
++=== Schedule Holidays ===
--* Link the appointment with the item in both drop-down menus (see example below)
++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.
--* Click **Add**
++=== Appointment Types ===
--* Repeat if there are more appointments to add.
++Add the types of appointments available on this schedule. For each appointment type, fill in the following:
--* If everything is satisfactory, press **OK **to create your new schedule!
++|=Field|=Description
++|**Appointment Name**|The name of the appointment type.
++|**Colour on Screen**|The colour used to display this appointment type on the schedule.
++|**Duration**|The length of the appointment (hours and minutes).
++|**Item Link**|The inventory item linked to this appointment type for billing purposes.
++|**Cancel $ Link**|The item charged if the appointment is cancelled.
++|**Bill Staff**|Check if the staff member should be billed for this appointment type.
++|**Test**|Check to mark this as a test appointment type.
++|**Default**|Check to set this as the default appointment type for the schedule.
++Click **Add** to save the appointment type. Multiple appointment types can be added to a single schedule.
++
++Click **OK** to save the schedule, or **Back** to return without saving.
++
++----
++
++== Member Permissions ==
++
++Clicking **Member Permissions** from the Schedules list opens the permissions screen for that schedule. It is divided into two sections.
++
++[[image:1777650748834-714.png]]
++
++=== Schedule Permissions ===
++
++|=Field|=Description
++|**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).
++|**Can be viewed without logging in**|When checked, the schedule is publicly accessible via the displayed URL without requiring a member login.
++|**Booking Restrictions**|Sets how far in advance members can book, defined as a range from a minimum (hours) to a maximum (days).
++|**Cancellations**|Set to //Not Allowed// or //Allowed//. If allowed, a **Restrictions** range defines how far in advance a cancellation must be made.
++|**Pay When Booking**|If set to //Yes//, members must pay at the time of booking.
++|**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.
++|**Recurrence**|If set to //Yes//, members can set up recurring bookings for this schedule.
++
++=== Common Member Profile Permissions ===
++
++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//:
++
++* Profile
++* Interests
++* Activities
++* Account
++* Questionnaires
++* Programs
++* Admin
++
++Click **Save** to apply the permissions, or **Back** to return without saving.
++
  {{include reference="KBSupportCTA.WebHome"/}}