This new module will work for NEW standing appointments ONLY.
Click on Appointments… #
Click on Day View #
Start out just like you would for booking a lesson. #
Click on the desired time/teacher in the schedule
Click on Lesson #
Start typing the students name. #
Then, Click on the student of choice
Make sure the correct radial is chosen and Click on Add attendee #
Open the “Make Recurring” slider #
The pop up expands with more options #
The standing Appointments will START with the lesson date and time you originally started with
Choose the DAY/DAYS that you would like your lessons to Recur #
Different days would be scheduled at the same time. You can manually adjust those in the grid, or set up a different standings series for a different time.
You MUST Choose a stop condition radial for the standing #
UNTIL DATE – auto fills for 6 months, Is changeable using the yellow calendar icon.
UNTIL Enrollment ENDS – Will book out the REMAINING lesson on the Enrollment (not just available and paid)
INDEFINITE – Will hold the spot for the student but will only display a “rolling” 6 months. This saves the system from bogging down trying to populate lessons until the end of time.
The grid to the right will populate with the chosen date, times and teacher. #
The white tiles have no conflicts. The red tiles mean the teacher is booked with something else at that time on that date.
Click on Alternate Instructors (optional) to choose another instructor for the standing lessons #
You can choose one or more instructors. AM will populate them in alphabetical order #
The Grid on the right will populate once closed
The Yellow action button allows you to swap out the teachers order #
Most conflicts are a double booking. You can click save without making any changes. OR, You can SKIP by clicking the “X” #
Or EDIT the pink lesson by clicking on the tile #
You can keep the teacher and change the time for the current teacher (See the second conflict resolution options). Or, change the teacher and keep the current time. (A new conflict resolution will pop up for the new information.) #
Simply click the time to change the schedule #
Click on Apply #
Once you’re satisfied with the standing appt, Click on “Save & Generate Series” #
