How to create a class activity template?

 

Summary

In this guide, we will show you how to create a class activity template to schedule activities such as Zumba or Spin.

 

In this example, we will create a 45-minute Zumba activity template.

Before we start:

  • Have you created an Activity Category for this activity? If yes, continue to step 1, if no, check out our How do I create an activity category guide here.
  • Have you created a pricing option for this activity? If yes, continue to step 1, if no, check out our 'How to create a booking pricing option' guide here.

Step-by-Step Guide

1. From the home page, go to the Activities module.

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2. Go to the Templates section.

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3. Click Create Class Template.

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4. Enter a Reference and click Create - this is an internal-only name for this activity template.

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5. Complete the fields on the General tab:

  • Display name - A customer-friendly name for the activity.
  • Activity Category - A top-level group for this activity type - i.e., Fitness Classes would also include the Zumba (45 minutes) activity schedule. Learn How to Create an Activity Category here.
  • Pricing option - A pricing option that for this activity that decides how much your customers are charged. Learn How to Create a Booking pricing option here.
  • Tags (Optional)

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Default settings - these settings can be overwritten when configuring each schedule using this template (Except for the brief description, image and video that are only for OpenActive).

  • Spaces - The default number of spaces per activity.
  • Activity duration - The default duration per activity.
  • Setup duration - The default setup duration before the activity i.e., how long does it take you to set up any equipment for this activity?
  • Teardown duration - The default teardown duration after the activity i.e., how long does it take you to teardown any equipment for this activity?

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6. Click the Update button at this stage!

7. Complete the fields on the Booking & Access tab:

Booking:

  • Default availability - The default availability for this booking i.e., online and offline means the activity can be booked via FOH and the customer bookings app.
  • Allow customers to book activities created with this template at the same time as other bookings - Ticking this box allows customers to book into multiple activities at the same time as this one i.e., a customer can book into squash at 1 pm and their child into a creche booking at the same time.
  • Allow anonymous bookings - Ticking this box allows FOH to make bookings for customers without an account.
  • Pre-Booking notice - Here you can include any text you would like to show to the customer before they confirm the booking online.

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Access:

  • Minutes before the activity starts the user can still access the facility to attend - This allows the customer to gain access to the facility via turnstiles before the start of the booking.
  • Minutes after the activity starts the user can still access the facility to attend - This allows the customer to gain access to the facility via turnstiles after the start of the booking.

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8. Click the Update button again!

9. Confirm the penalties setting on the Advanced tab and click the Update button.

  • No - if a customer cancels outside of the late cancellation period or does not attend will be subject to the global settings - Cancellation Cut-off Action & No-show penalty type.

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10. Open Active - This will allow you to publish activities via Open Active

- Open Active enabled: Selecting Yes will enable this activity to be published on Open Active Websites.

- Activity References: Select up to 3.

- Gender Restriction: Select Female only, Male only or No restriction.

- Age Range: Enter an age bracket or leave as no minimum/no maximum.

- Facility Setting: Select an Indoor or Outdoor facility

- Accessibility information: Provide information on how certain disabilities can be supported.

- Accessibility Support: Specify the types of disabilities or impairments that can be supported at an event.

- Attendee instructions: Provide any instruction needed by the attendee, i.e, how to find the event.

- Activity Experience Levels: select Beginner, Intermediate or Advanced

- Virtual Coach: Select Yes, No or No Set.

- Confirm you want to make the changes and click on 'Save'.

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11. And now the final step is to Publish your template. Find the template using the search bar and hit the green Publish button.

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Next Step: Create a Class Schedule

 

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