Schedule a class on the fly
When to use this procedure
Follow the steps below to schedule a class for a student directly from the Scheduling window.
Steps to complete
- On the Scheduling window, right click in an open time slot and click Create New Class. The Pick Customer window displays.
- Highlight a customer and click Select (if necessary, create a new customer). The Select Student window displays.
- Highlight a student and click Select (if necessary, create a new student). The Select Schedule Information window displays.
Steps 4-10 are optional, but it is likely you will need to complete at least some of them.
- Appointments, Location, Instructor, and Areas are automatically selected based on your selections on the Scheduling window. Change these as necessary.
- Change the class description in the Description box, if necessary.
- Update the Minimum and Maximum boxes to reflect the minimum number of students required to hold this class and the maximum number of students you can schedule for this class.
- Verify the billing frequency and rate are correct in the Billing Type and Rate boxes.
- The Begin Date defaults to the date of the time slot you selected on the Scheduling window. Enter or revise an End Date as necessary.
- The week day, start time, and end time default to the time slot you selected on the Scheduling window. Add or change these values as necessary. If this is a recurring class that takes place every-other week, select Alternate Week Scheduling.
- Enter payment information for this student using the Autopay, Type, and Only if payment is late by ___ Days boxes. If appropriate, enter credit card authorization information in the Credit Card/Type/Exp boxes or press Edit to do so on the Edit Credit Card Info window.
- Click Save.
Did you know? When you create a class "on the fly" from the Scheduling window a new class is added to the Class grid on the Maintain Class window. If you need to make changes to a class after you've created it, do so from the Maintain Class window.
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