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Home > CORE > Schedule > CORE | Create and manage schedule templates
CORE | Create and manage schedule templates
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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.

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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

 

 

 

 

 


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

 

 

 

 

 

 

 


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

 

 

 

 

 

 

 

 

 


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.

 

 

 

 

 


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

 

 

 

 

 


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

 

 

 

 


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.


Still need help?

Reach out to our support team via [email protected]

 

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