Changes for page Create Schedule

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

From 5.1 to 4.1

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edited by David Stadnyk
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edited by Isaac Mejia
on 2025/12/15 16:52

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  {{include reference="KBArticleHeader.WebHome"/}}
--= Create a Schedule =
++= Create Schedule =
--Schedules are used to manage class timetables, private training sessions, court bookings, and other appointment-based services.
++{{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}}
------
++*  [[Setup>>Setup_1619099713.html]]
--== Navigating to Schedules ==
++  Create Schedule
--1. Click **Setup** in the left-hand navigation sidebar.
--1. Click **Schedules**.
--[[image:1777650728438-529.png||height="152" width="389"]]
++     Created by
++     Amith on Feb 05, 2021
--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.
++Click **Setup**
------
++* Click **Schedules**
--== Creating a New Schedule ==
++* Click **Add Schedule**
--Click **Add New** to open the schedule creation screen. The screen is divided into four sections.
++image:kb-1487569750-1487569763-1.png
--[[image:1777650773245-428.png]]
++* Enter the **Schedule Name**
--=== Schedule Information ===
++* **Booked Every - **Choose the booking intervals
--|=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.
++* Choose the Schedule **Type**:
--=== Schedule Hours ===
++**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)//
--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//.
++* Select the **View Order **(the order in which it appears on your site)
--=== Schedule Holidays ===
++* Optional: Enter in your **Holidays **with corresponding dates and hours of operation
--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.
++In this next section, you will create your appointments for the schedule.
--=== Appointment Types ===
++image:kb-1487569750-1487569769-1.png
++image:kb-1487569750-1487569775-1.png
--Add the types of appointments available on this schedule. For each appointment type, fill in the following:
++* Enter the **Appointment Name **(this will appear on the 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.
++* Set the **Duration** of the appointment
--Click **Add** to save the appointment type. Multiple appointment types can be added to a single schedule.
++* Link the appointment with the item in both drop-down menus (see example below)
--Click **OK** to save the schedule, or **Back** to return without saving.
++* Click **Add**
------
++* Repeat if there are more appointments to add.
--== Member Permissions ==
++* If everything is satisfactory, press **OK **to create your new schedule!
--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"/}}
++

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