๐๏ธ 3.2 Class Bookings & Capacity
Configure booking types, capacity, and waitlists for your classes
Overview
Manage the full attendee journey for your experiences, from registration through check-in and post-booking policies.
Viewing & Managing Signups
- Select the Experiences tab
- Select the specific experience
- For each registration, you can:
- Refund and/or cancel a booking
- Purchase an add-on
- Resend the booking confirmation email
- View & download intake form
- View member's profile (See: ๐ฅ 5.3 Managing Active Members๏ปฟ)
- Download invoice
- Transfer booking to someone else
Please note: If you would like to download a CSV of all registrations for a specific experience, you can select the download icon.
Communication Tools
To communicate with members who have signed up for your experience:
- Automated Campaigns: For a specific experience, you can set up emails that attendees receive automatically upon registering for the experience, 24-hours prior to experience, and more. (See: โ๏ธ 7.1 Email & SMS Campaigns๏ปฟ)
- Manual Campaigns: For a specific experience, you can set up email or SMS campaigns that attendees receive at any time. (See: โ๏ธ 7.1 Email & SMS Campaigns๏ปฟ)
- Experience Chats: For a specific experience, toggle on +Chat to enable a group chat for attendees of that experience. (See: ๐ฌ 8.4 Group Chats & Social Feed๏ปฟ)
Adding Attendees to an Experience
To add an attendee to an experience:
- Visit dashboard.sweatpals.com๏ปฟ
- Select the Experiences tab
- Find & select the experience
- Click Add Attendee
- Search through existing members or add their information manually
- Select a payment method (no charge, full payment, or open point-of-sale)
Once added manually, attendee will receive an email to accept the booking, upon which they will complete their intake and waiver (if enabled).
Please note: Upgrading or switching a booking as an admin is possible, however, it won't charge them the difference if there is one.
Alternatively, attendees can upgrade their bookings on their own and will be charged the difference between bookings. (See: ๐ 2.3 Managing Bookings๏ปฟ)
Setting Experience Policies
Refund & Cancellation Policy
Set rules for refunds, late cancellations, no-shows, and rescheduling. Policies can be configured at either the community level or for an individual experience.
Please note: Adjusting these policy settings are currently only available via web browser.
Policy settings you can customize
Policy Setting | What it does |
|---|---|
Refund Policy | When enabled, attendees can receive a full refund unless a late cancellation fee applies. When disabled, cancellations are non-refundable. |
Late Cancellation Fee | Set a cutoff window for cancellations. If an attendee cancels within this window, they can be charged a fee set as either a dollar amount ($) or percentage (%). |
No-Show Fee | Set a Mark as no-show window after the experience begins. Attendees who have not checked in within this period can be marked as a no-show and charged a fee set as either a dollar amount ($) or percentage (%). |
Allow Rescheduling | Allow attendees to move their booking to another upcoming listing. You can optionally charge a rescheduling fee. If the new booking costs more than the original, the attendee will also pay the price difference. |
Enforcement | Choose whether applicable fees are processed Automatically or require Manual Review. |
Community-Level Policy
Use this option to set the default Refund & Cancellation Policy for each experience type in your community.
- Visit dashboard.sweatpals.com๏ปฟ
- Select the Settings tab
- Navigate to Policies
- Open Refund & Cancellation Policy
- Select the experience type you want to configure
- Customize your policy as you wish
- Click Save
Experience-Level Policy
You can also customize the Refund & Cancellation Policy for an individual experience.
- Visit dashboard.sweatpals.com๏ปฟ
- Select the Experiences tab
- Create a new experience or edit an existing one
- Select +Refund & Cancellation Policy
- Customize the Refund Policy, Late Cancellation Fee, No-Show Fee, Allow Rescheduling, and Enforcement settings as you wish
- Click Save & Publish
Note: By default, all plan holders will be exempt from fees. If you'd instead like your active plan holders to follow a different fee structure, just simply click the current policy to edit it.
No-Show & Late Cancellation Policy
Setting up no-show and late cancel policies can help encourage your desired member behavior:
- Late cancellation fees appear for review shortly after the attendee cancels within the late cancellation window you set up (e.g. 1 hour).
- No-show fees appear for review shortly after the member is not checked in within the no-show window you set up (e.g. 15 minutes). It may take up to 20 minutes to appear following the no-show window.
To review pending fees (whether automatic or manual):
- Visit dashboard.sweatpals.com๏ปฟ
- Select the Experiences tab
- Find & select the experience
- Toggle into the Late Cancels/No-Shows tab
- Review the Completed or Queued fees
Please note: All fees with a Queued status are scheduled to occur, but have not been completed yet. All automatic fee applications will sit in a Queued status up to 1 hour post-experience to give you flexibility to prevent charges.
- Confirm or waive the charges as you see fit
Please note: Hosts currently need to review all pending fees within each individual experience.
Custom Questionnaires
Collect additional attendee information or intake during checkout:
- While creating or editing an experience, toggle on +Questionnaire
- Choose a question type (Short Answer, Single Choice, Single Checkbox, Multiple Choice, Dropdown Menu, Date & Time)
- Set each Question as Required or Optional
- Click Advanced settings to assign questions to specific tiers
- Click Save
All responses will appear under the RSVPs tab and in exported reports.
๐งพ Use this feature to collect health details or confirm liability agreements.