*** This feature is in beta version ***

Schedulista is continually updated to improve performance and to better help with your appointments.

We are currently testing new appointment flows that alter the way you add clients to classes or events you set directly on your calendar. The new multi-add feature allows you to add clients to repeating classes.

This change will soon be available to everyone. Try it now by installing the new mobile app beta.

Benefits of the multi-add feature

  • Add a client to multiple instances of a repeating class

  • Add a client to multiple instances of a class service (non-repeating)

  • Allows you to choose which instances of a class to add the client

Previously, you could add clients to a repeating series of classes as you were adding the classes directly to your calendar. With the new class flow, you must add the class to your calendar first, then you can add clients.

Adding a client to multiple instances of a repeating class

(1) Once you add a repeating class to the calendar, click on the first occurrence in the series that you want to add a client to open/edit it

(2) On the Edit Appointment dialog, scroll down to the Attendees section. Click the Add attendee button to add a client to the class.

(3) On the Add Attendee dialog, you can search for an existing client to or click the New Client button to create a new client record and add them to the class.

(4) When adding the client, click Add to additional occurrences

(5) At list of the next five occurrences starting from the date and time you selected will appear. This first occurrence will already be selected. Check the box next to each occurrence to which you want to add the client.

(6) If there are more than 5 occurrences in the repeating series, click the more... link to see the next five occurrences in the series. Up to a total of 20 upcoming occurrences will be available to add the client.

(7) When you've added the occurrences you need, click Next

(8) (optional) You'll have the option to send notification or not

(9) (optional) If you'd like to send notification, you'll have an additional option to add a custom message to the client for this specific class. This will be included in addition to any custom messages you have already set for the class service.

(10a) Click Add to add the client to the class; or

(10b) If the client you add doesn't have an email address on file or has opted out of receiving emails, the notification and custom message options won't be available. The system will include a message letting you that they won't be sent an email. Click Add to add the client to the class.

Adding the client saves the client on the class and immediately sends notification, if you've opted to send. You'll go back to the Edit Appointment dialog with the client now listed under Attendees.

(11) If you need to add more clients, you can click the Add Attendee button again

(12) Once you've added clients as attendees, you can click Save or Cancel to close the class and return to the calendar

Adding clients to a class as attendees on the mobile app

(1) Once you add a repeating class to the calendar in the mobile app, tap on the first occurrence of the class you want to add a client to open and edit it

(2) Under the Attendees section, tap Add attendee to add a client to the class.

(3) On the Clients page, you can search for an existing client to or tap the plus symbol (+) on the top right to create a new client record and add them to the class.

(4) On the Add Attendee page, tap on the "Adding to[...]" text above the client's name and contact information

(5) On the Occurrences page, a list of the next occurrences of the repeating series starting from the date and time you selected will appear. This first occurrence will already be selected. Check the box next to each occurrence to which you want to add the client.

Up to a total of 20 upcoming occurrences will be available to add the client.

(6) When you've added the occurrences you need, tap the back arrow on the top left

(7) Back on the Add Attendee page, tap Next

(8) (optional) You'll have the option to send notification or not

(9) (optional) If you'd like to send notification, you'll have an additional option to add a custom message to the client for this specific class. This will be included in addition to any custom messages you have already set for the class service.

(10a) Tap Add to add the client to the class; or

(10b) If the client you add doesn't have an email address on file or has opted out of receiving emails, the notification and custom message options won't be available. The system will include a message letting you that they won't be sent an email. Tap Add to add the client to the class.

Adding the client saves the client on the class and immediately sends notification, if you've opted to send. You'll go back to the Appointment details page with the client now listed under Attendees.

(11) If you need to add more clients, you can tap Add Attendee again

(12) Once you've added clients as attendees, you can tap Done to close the class and return to the calendar

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