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Changes for page Create Schedule

Last modified by David Stadnyk on 2026/05/08 04:26
From version 12.2
edited by David Stadnyk
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To version 2.1
edited by Isaac Mejia
on 2025/12/15 16:52
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1 1  {{include reference="KBArticleHeader.WebHome"/}}
2 2  
3 -= Create a Schedule =
3 += Create Schedule =
4 4  
5 -Schedules are used to manage class timetables, private training sessions, court bookings, and other appointment-based services.
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}}
6 6  
7 -----
7 +* [[Setup>>Setup_1619099713.html]]
8 8  
9 -== Navigating to Schedules ==
9 + Create Schedule
10 10  
11 -1. Click **Setup** in the left-hand navigation sidebar.
12 -1. Click **Schedules**.
13 -[[image:1777650728438-529.png]]
11 + Created by
12 + Amith on Feb 05, 2021
14 14  
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.
14 +Click **Setup**
16 16  
17 -----
16 +* Click **Schedules**
18 18  
19 -== Creating a New Schedule ==
18 +* Click **Add Schedule**
20 20  
21 -Click **Add New** to open the schedule creation screen. The screen is divided into four sections.
20 +image:kb-1487569750-1487569763-1.png
22 22  
23 -[[image:1777650773245-428.png]]
22 +* Enter the **Schedule Name**
24 24  
25 -=== Schedule Information ===
24 +* **Booked Every - **Choose the booking intervals
26 26  
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.
26 +* Choose the Schedule **Type**:
37 37  
38 -=== Schedule Hours ===
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)//
39 39  
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//.
33 +* Select the **View Order **(the order in which it appears on your site)
41 41  
42 -=== Schedule Holidays ===
35 +* Optional: Enter in your **Holidays **with corresponding dates and hours of operation
43 43  
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.
37 +In this next section, you will create your appointments for the schedule.
45 45  
46 -=== Appointment Types ===
39 +image:kb-1487569750-1487569769-1.png
40 +image:kb-1487569750-1487569775-1.png
47 47  
48 -Add the types of appointments available on this schedule. For each appointment type, fill in the following:
42 +* Enter the **Appointment Name **(this will appear on the schedule)
49 49  
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.
44 +* Set the **Duration** of the appointment
59 59  
60 -Click **Add** to save the appointment type. Multiple appointment types can be added to a single schedule.
46 +* Link the appointment with the item in both drop-down menus (see example below)
61 61  
62 -Click **OK** to save the schedule, or **Back** to return without saving.
48 +* Click **Add**
63 63  
64 -----
50 +* Repeat if there are more appointments to add.
65 65  
66 -== Member Permissions ==
52 +* If everything is satisfactory, press **OK **to create your new schedule!
67 67  
68 -Clicking **Member Permissions** from the Schedules list opens the permissions screen for that schedule. It is divided into two sections.
69 -
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 97  {{include reference="KBSupportCTA.WebHome"/}}
55 +
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