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Mobile app: Adding clients to a class
Mobile app: Adding clients to a class

How to add clients as attendees to classes on the Schedulista mobile app

Matt Tucker avatar
Written by Matt Tucker
Updated over a week ago

Available in mobile app version 7.0.1 and above

Schedulista offers a Class feature for services that allows multiple attendees to book for the same appointment time. This is perfect for classes, workshops, events, and more.

Classes can be added directly to your calendar on specific dates and times to make them available in the online scheduler or offered wherever you have availability on your schedule. You can set repeating classes to quickly add the classes to your calendar.

Once a class or event is on your calendar, you can add clients as attendees. You can also add clients to classes on the web app dashboard.


Adding clients to classes

Once you add a class directly to your calendar or once a client first books a class through the online scheduler, you can then add clients as attendees.

(1) Tap on the class 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) When adding the client, you'll have the option to send notification or not.

(5) 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.

(6a) Tap Add to add the client to the class; or

(6b) 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.

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

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

Adding clients to multiple classes

For those who have set repeating classes with clients in them in the past, our multi-add feature will allow you to add a client to multiple occurrences of a class once the repeating series has been added to your calendar.

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