---
title: CORE | Create and manage schedule templates
description: Create and manage schedule templates
---

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# CORE | Create and manage schedule templates

##### **Overview**

Schedule templates let you define the structure for each class or session on your timetable — think names, times, instructors, credit types, and more. Once set up, you can use these templates to quickly add sessions to your calendar with consistent info and rules.

🎥 **Watch the walkthrough**:

[Click here to watch on Loom](https://www.loom.com/share/cde647fdab03402ba0950e134d6e45c3?sid=515e45c4-7557-47a6-9908-ac78a01bf483)

Or preview it below:

<iframe height="315" src="https://www.loom.com/embed/cde647fdab03402ba0950e134d6e45c3?sid=88685479-197e-423b-9a62-8a3d8491935c" style="margin: 10px auto; display: block; clear: both;" width="560" allowfullscreen></iframe>

 

 

 Prerequisites

Before you begin:

- Know your **class name**, **session type**, and **duration**
- Have rooms and locations set up (if applicable)
- Decide on credits, payment, and attendance settings

---

### **Step-by-step instructions**

---

#### Step 1: Access schedule templates

1. Go to your **Schedule**
2. Click the **cogwheel icon**
3. Select **Schedule Templates**

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441999676_13a40b85_image-20250603120508-45-1.png?width=670&height=52&name=1759441999676_13a40b85_image-20250603120508-45-1.png)

 

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442000676_d9228c91_image-20250603120515-46-1.png?width=230&height=256&name=1759442000676_d9228c91_image-20250603120515-46-1.png)

---

#### Step 2: Edit or delete an existing template

- Click the **edit icon** to update an existing template
  
  → You can update just the template, or apply changes to **all future sessions** using that template
- Click the **delete icon** to permanently remove the template
  
  > Tip: Deleting a template means it can’t be scheduled again

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442001493_5d45723b_image-20250603120525-47-1.png?width=494&height=257&name=1759442001493_5d45723b_image-20250603120525-47-1.png)

 

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442002324_053f4cfe_image-20250603120529-48-1.png?width=525&height=185&name=1759442002324_053f4cfe_image-20250603120529-48-1.png)

 

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442003110_509ffec0_image-20250603120535-49-1.png?width=530&height=157&name=1759442003110_509ffec0_image-20250603120535-49-1.png)

---

#### Step 3: Create a new schedule template

1. Click the **plus icon** to start a new template
2. Add a **session name** (e.g. Boxing)
3. Select a **session type** from your existing list 
     - Click **Edit** if you need to manage session types or colours
     - Colours will appear in your calendar to identify session types

 

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442003896_67462e68_image-20250603120548-50-1.png?width=326&height=171&name=1759442003896_67462e68_image-20250603120548-50-1.png)

 

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442004892_9b88c26a_image-20250603120555-51-1.png?width=538&height=871&name=1759442004892_9b88c26a_image-20250603120555-51-1.png)

 

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442006156_6d376a42_image-20250603120603-52-1.png?width=513&height=200&name=1759442006156_6d376a42_image-20250603120603-52-1.png)

 

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442007025_2c745bb9_image-20250603120618-53-1.png?width=532&height=397&name=1759442007025_2c745bb9_image-20250603120618-53-1.png)

 

---

#### Step 4: Configure the session details

- **Description**: Add class info for clients
- **Items supplied/to bring**: e.g. gloves, mats
- **Custom fields**: Add any extra details (optional)
- **Duration**: Set start and end times (e.g. 1 hr or 1 hr 30 min)
- **Location and room**: Choose where the session will take place
- **Image**: Optional — appears in the client app
- **Session size**: How many people can book in
- **Credit required**: e.g. 1 credit per booking
- **Drop-in price**: Set a casual rate (optional)

> Tip: If you don’t want drop-ins, leave the price blank and require members to purchase a membership or package.

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442008132_c3df3741_image-20250603120626-54-1.png?width=538&height=871&name=1759442008132_c3df3741_image-20250603120626-54-1.png)

 

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442009398_4e418598_image-20250603120636-55-1.png?width=528&height=439&name=1759442009398_4e418598_image-20250603120636-55-1.png)

 

---

#### Step 5: Configure advanced settings

- **Multi-location access**: Allow this class to be bookable across multiple sites
- **Private session request**: Toggle on for request-only bookings (e.g. PT sessions)
- **Payment required**: Must pay or have a credit before booking
- **Waitlist**: Enable and set a waitlist cap (e.g. 5 people)
- **Session feedback**: Enable if you want to collect feedback after the session
- **Two-party attendance confirmation**: Optional for private sessions requiring member verification

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442010481_1e7a485d_image-20250603120648-56-1.png?width=589&height=508&name=1759442010481_1e7a485d_image-20250603120648-56-1.png)

 

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442011792_89708f8d_image-20250603120658-57-1.png?width=528&height=439&name=1759442011792_89708f8d_image-20250603120658-57-1.png)

 

---

#### Step 6: Assign instructors

1. After creating the template, click **Edit**
2. Select which instructors can run the class 
     - You can limit it to one staff member or allow all instructors
3. Click **Save**

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442012838_15e37fec_image-20250603120706-58-1.png?width=670&height=103&name=1759442012838_15e37fec_image-20250603120706-58-1.png)

 

![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759442013916_6fef0712_image-20250603120713-59-1.png?width=526&height=400&name=1759442013916_6fef0712_image-20250603120713-59-1.png)

---

**Expected outcome**

You’ll create a reusable schedule template that makes it quick and easy to add consistent sessions to your calendar — complete with instructors, room info, booking rules, and credit settings.

---

**FAQs**

**Q: Can I edit a schedule template without affecting existing sessions?**

A: Yes — when editing, choose to update just the template or apply changes to all future sessions.

**Q: What happens if I delete a template?**

A: It won’t delete scheduled classes, but you won’t be able to add new ones with that template.

**Q: Can I use the same session type across multiple templates?**

A: Yes — just make sure each template has a unique name and setup.

---

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