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How To Edit Client Service Balance

How To Edit Client Service Balance Go to Calendar, then click on 'Service Balances' Select the client that you want to edit Click 'Change Client Balance' Supply the necessary Info, then click 'confirm' Go to 'History'. You should see the updated service balance

10. How To Unpublish Your Calendar Page

UNPUBLISHING YOUR CALENDAR ON THE MARKETING SITE Step 1: Hover over calendar and click on settings Step 2: Under settings select marketing site. Un-tick on show calendar on the Marketing Site Settings to make the calendar does not show up on your marketing site. Click save

9. Guide To Enabling and Disabling Service Balance Check

Guide To Enabling and Disabling Service Balance Check When the Service Debit feature is turned on, it will prevent a negative service balance to each of your clients when creating appointments. The service debit feature happens when a trainer creates an appointment, a client request for an appointment to the trainer, or when a client joins an open appointment Enabling Service Balance Check Step 1: To enable the service balance check in your trainer’s dashboard you can roll over to y...

8. How To Create a New Service Type Calendar Appointment

- On your ptEnhance Dashboard, go to 'Calendar' and select 'Appointment Calendar' - Click 'Create New Appointment' - Make sure to choose 'New Service Type' on the Service Type dropdown menu then type the Service you want added on the New Service Type text box. Add in the necessary info then click 'Create'

7. How to Publish The Appointment Calendar On Your Marketing Site

Make sure you have created an open appointment first, for clients and non-clients to view and book in the marketing site. Step 1: Hover over Calendar and then click on appointment calendar. Step 2: Click on the Create New Appointment button Step 3: Under create new appointment, make sure you select open appointment as the appointment type for it to appear on your marketing calendar. You can fill in the necessary information such as the trainer’s calendar, service type, appointment n...

6. How To Set Up Your Appointment Calendar On Your Marketing Site

This is a guide on how you can successfully set up your calendar on your marketing site. TRAINER'S GUIDE Step 1: Hover over calendar and then click on settings Step 2: Under settings select marketing site. In your Marketing Site Settings you should tick on show calendar in marketing site to enable your calendar to your marketing site. Step 3: Then you can select the trainer or trainers that you want to display in your marketing site calendar Step 4: Once you have added all...

5. Setting Up Default Availability

Step 1: Hover over Calendar in your navigation menu then click settings. Step 2: Then under settings you can click on default availability. You will be able to see both of your available and unavailable times Step 3: If you have a default availability setup you can click on the edit button to edit the day and time that you are available. You can select the day by ticking on the check box and you can set the time that you are available or if you are available all day you can tick on the sel...

4. Syncing Calendar to Google Calendar or iCal

There is a way for you to sync it into your calendar. You need to export your calendar and import it to google calendar or your icalendar. Step 1: Hover over calendar and click on appointments Step 2: Then click on export calendar Step 3: Then you can double click on the exported calendar to sync into your icalendar. To sync to your google calendar you need to follow these steps. Note: You can import event information in iCal or CSV (MS Outlook) format. Step 1: Open Google Calendar St...

3. Appointment Scheduling

Setting Your Availability Step 1: Hover over the calendar and click on settings then default availability. Step 2: Check the days you are available and input the times you are available or check all day if you are, then click save. Step 3: Under unavailable times check the days you are not available and you can select all day or the time you are not available, then click save. Step 4: Go to Appointment Calendar then click Week, you will see that your calendar will be marked with gray f...

2. Managing Notifications to Clients

Managing Notifications to Clients Calendar>Settings>Set Reminders' page You can turn on or turn off certain notifications based on your preferences and you can remind clients of when the event’s start up to one hour. Setting Up Recurring Appointments When editing appointments that are in a recurring series make sure you appropriately set whether you want to edit just that appointment or all following in the series. Accepting Bookings into Group Classes If you run group classes, ...

1. Services Balances and History

Services Balances and History Step 1: Calendar > Service Balances > Client Balances Step 2: Use Calendar > Service Balances > History to easily review any client's session history as well as history of any packages they purchased. Appointment Totals Reports Step 1: Go to 'Calendar > Reports > Booked / Rescheduled / or Cancelled' Purchases Reports Step 1: Go to 'Reports > Purchases' then complete the settings to filter by date range or a particular type of ser...