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Wiki source code of Create Schedule

Last modified by David Stadnyk on 2026/05/08 04:26
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1 {{include reference="KBArticleHeader.WebHome"/}}
2
3 = Create a Schedule =
4
5 Schedules are used to manage class timetables, private training sessions, court bookings, and other appointment-based services.
6
7 ----
8
9 == Navigating to Schedules ==
10
11 1. Click **Setup** in the left-hand navigation sidebar.
12 1. Click **Schedules**.
13 [[image:1777650728438-529.png||height="152" width="389"]]
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.
16
17 ----
18
19 == Creating a New Schedule ==
20
21 Click **Add New** to open the schedule creation screen. The screen is divided into four sections.
22
23 [[image:1777650773245-428.png]]
24
25 === Schedule Information ===
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.
37
38 === Schedule Hours ===
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//.
41
42 === Schedule Holidays ===
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.
45
46 === Appointment Types ===
47
48 Add the types of appointments available on this schedule. For each appointment type, fill in the following:
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.
59
60 Click **Add** to save the appointment type. Multiple appointment types can be added to a single schedule.
61
62 Click **OK** to save the schedule, or **Back** to return without saving.
63
64 ----
65
66 == Member Permissions ==
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 {{include reference="KBSupportCTA.WebHome"/}}