Introduction
Listed below, is the tools you need to configure the Class booking process within the Client Portal.
Before you start
You will need to have Classes configured in PGM->Classes->Timetable and the Class types viewable in the Client Portal.
Instruction
This will guide you through the different settings for the Classes module on the Client Portal.
How to make the class module visible in Client Portal?
Go to the PGM->Settings->System Settings, then go to Client Portal->Bookings->Group classes to enable the visibility on client portal.
Class filter
Change club - If you have more then one club, this will allow the member to change clubs and book classes in another club.
Access rules may allow or prevent this from happening.
Classes / Courses toggle - Ability to toggle between single classes and course/group classes. The course/group classes are individual classes which a club member could enrol into a single class. If they need to enrol into the group, use the course tab.
This toggle can be hidden in System settings, go to PGM->Settings->System Settings, then go to Client Portal->Bookings->Show classes / course toggle to enable/disable the visibility on client portal.
Category - This will allow the club member to filter by the class category.
Class categories are maintained in PGM->Classes->Class categories and are linked to the classes in PGM->Classes->Class types.
Class - This will allow the club member to filter on their favourite class.
Trainer - This will allow the club member to filter to their favourite trainer.
Zone - This will allow the club member to only filter to classes held in a particular location.
Reset - Reset all filters displayed here, and will list all classes in the club.
Views
This will allow the club member to change the view of the time table from a calendar view to a list view.
Calendar view is set as default, if you wish to change to list view as default. please contact support.
Calendar view - This will change the view of the calendar to a calendar view.
Calendar view will show the next 7 days on a desktop or larger screen. The classes are grouped by the zone they are in.
Mobile view will only display one day at a time.
List view - This is a list view of all the classes running on a single day.
Classes are sorted by the start time they are running.
Mobile view will display the classes in a similar fashion.
Timetable
This area is about the timetable and what each feature does.
Date - This displays the date of the classes for the next 5 days (List view) or 7 days (Calendar view)
Zones - This will display the zone name and group only classes in this zone together. (Calendar view only)
Start time - Classes start time will be displayed on the client portal.
Class name - The class name will be displayed on the client portal, If a translation is set up on the class type, then the translation name will be used.
Translations are maintained in PGM->Classes->Class types.
Ratings - Club members can rate classes they have participated in. This will display the average rating given on the class, more information on the set up can be found here.
Duration - This is the duration of the class.
Trainer - This is the trainer names, If you are using Employee description, this will take the name from the employee description, else it will take the first name and last name in the employee profile.
To change the display name of the employee, you can do this in PGM->Marketing->Employee description. More information can be found here.
Stream - This will alert the club member that this is a streaming class, the URL will need to be on the class in PGM->Classes->Time table. More information can be found here.
Capacity - This is a visual indicator of the current capacity of the class. This will change when more people are booked into the class.
Listed below are two examples of what the capacity looks like when there are limited spots in the class. A club member can hover over this to see how many spots are left in the class.
This is where the club member can book or cancel a class. This may also specify if the class is full, has a waiting list, reservation is not required to book or if its too early/late to book.
You can set how far in advance (in hours) the member can book, this is controlled in System Settings.
This toggle can be hidden in System settings, go to PGM->Settings->System Settings, then go to Client Portal->Bookings and look for the max hours to book in advance settings. This will allow you to control the client portal which a member has access to, and the KIOSK if you have a kiosk set up on site.
The following table is a guide for how may hours is in a day.
| Hours | Days |
|---|---|
| 24 hours | 1 day |
| 120 hours | 5 days |
| 168 hours | 7 days |
| 336 hours | 14 days |
| 720 hours | 30 days |
Classes
After clicking Book now this will bring you to what the class is about.
Class - This will display the class name.
Picture - This is the picture of the class which was uploaded in PGM->Classes->Class types. More information about the set up can be found here.
If the class has no picture, it will look like this.
Class information - This will display the start time, vacancy and duration of the class.
User listing - This will display the club member information here
If the club member is a parent and has their children connected to the profile, this will also display the connected children names here as well.
Class information- By default, class information is hidden by default, with the club member having to press the down arrow to reveal the information,
This class information is taken from the Description field in Class type in PGM->Classes->Class types. More information about the set up can be found here.
If a translation is used (name or description) this will take the translation instead of what is shown in description.
Our trainer - This will display information about the trainer which is stored in PGM->Marketing->Employee Descriptions. More information can be found here.
Book now
When a club member books, a guest who already has a product on their profile, or the class has no restrictions to book in, after pressing the Book now button this will automatically enroll them into that class. They can go into the My bookings tab to see their future bookings.
When the club member presses Book now to enrol into the class, however do not have the required casual booking product for the class. They will be presented with a list of products that they can buy before booking the class.
The list of products are any product that is a BookingEvent product, has the Timetable category attached to the product in Related time table events and is available to be sold in the club and on client portal. More information about the product set up is found here.
If the class is a streaming class, they can enter the streaming class by pressing the Join live streaming.
For selected application such as YouTube, this will embed the link in the client portal, else it will open up an external tab.