Where to find it

Click Sessions in the top navigation bar. Then either click any time slot directly on the calendar, or click the Book New Session button at the top left.

Step by step

1

Navigate to Sessions

Click Sessions in the top navigation bar.

2

Open the booking form

Fastest method: click directly on any time slot in the weekly calendar — the form opens pre-filled with that date and time. Or click Book New Session to open a blank form.

3

Select session type

Choose from the dropdown: Private, Duet, Trio, Group Class, or Free Intro. Each shows its default duration.

4

Set the date and time

The date defaults to today or the slot you clicked. Use the hour and minute dropdowns, then toggle AM/PM.

5

Select staff

Choose which practitioner this session is with. Defaults to the logged-in user.

6

Select client(s)

Type to search and select one or more clients. The field is searchable by name, email, or phone.

7

Add notes (optional)

Session-specific notes can be added here. These appear when you open the session detail view.

8

Click “Book Session”

The session is created and appears immediately on the calendar.

Fastest method: Click a time slot directly on the calendar — date and time are pre-filled automatically. This is the quickest way to book when you can already see your calendar.

After booking

Clicking any session on the calendar opens the Session Details view. From here you can:

  • Edit any session details
  • Mark as Completed, No-Show, or Late Cancel
  • Delete the session
  • Repeat it to next week with one click
  • Access Checkout to collect payment
  • Join a virtual session link (if virtual)

Tips & things to know

Toggle between Day and Week views using the buttons next to the calendar navigation. Use the mini calendar on the left sidebar to jump to any specific date.
Sessions show a slot indicator on the calendar tile (e.g., “0/1” or “0/3”) showing how many clients are booked out of the maximum. Useful for spotting open spots in group classes at a glance.