Video walkthroughs
Classes, trainers & outlets
Scheduling, coach tools, and multi-location setup — three focused recordings
This page groups timetable and capacity work with who teaches and where sessions happen. Together they decide what appears on the public schedule, what trainers manage day to day, and how numbers roll up when you operate more than one site.
Classes and scheduling
What this module covers
- Class types — Templates: name, duration, default capacity, description, and any rules that repeat every week.
- Schedules / calendar — When sessions actually occur (weekly grid, exceptions, holidays).
- Sessions — Concrete instances members book or walk into; attendance and cancellations attach here.
What to look for in the video
- From template to live session — How a recurring schedule generates upcoming sessions so you are not hand-building each day.
- Capacity — How many spots exist, waitlists, and what happens when a session is full.
- Edits and cancellations — Changing one occurrence vs the whole series (avoid deleting history staff already relied on).
Daily rhythm
| Role | Typical use |
|---|---|
| Manager | Adjusts week-ahead schedule, opens new class types, monitors full classes. |
| Front desk | Books members, moves bookings, marks no-shows according to your policy. |
| Trainer | Sees roster in Trainer portal or session detail. |
Related areas
- Check-in ties a member’s presence to a session when you scan or mark attendance.
- Membership may limit how many classes someone can take per period — conflicts surface at booking or check-in.
Trainers and trainer portal
Staff record vs trainer experience
- Trainers (admin) — HR-style setup: who works for you, which outlets they cover, permissions, and links to sessions they lead.
- Trainer portal — A narrower interface for coaches: their calendar, rosters, and tools they need without full org admin access.
In the recording, watch for
- How a trainer is assigned to a class or session (affects who sees it in their portal).
- Permissions — Trainers should see member names and health notes required for safety, not billing screens they do not need.
- Substitutions — If your workflow supports swapping coaches, notice how reassignment updates the portal view.
Good practices
- Keep trainer contact info current for sub requests and automated reminders.
- Align outlet assignment with where they physically teach so session lists stay short and relevant.
Outlets
Why outlets exist
An outlet is a branch or distinct site under one organization: its own address, hours, maybe its own POS drawer, and its own slice of sessions and attendance. Central reporting still rolls up to the org for owners.
What the video demonstrates
- Creating or editing an outlet — Branding, timezone, and defaults for new sessions.
- Switching context — Many lists are outlet-scoped; training staff to check the header avoids “missing” members who are at the other location.
- Cross-outlet members — Depending on your rules, a member might train at multiple sites — membership and visit rules should match how you sell.
Multi-site checklist
- Products and inventory — Often per outlet if stock sits at each front desk.
- Trainer assignments — Prevent sessions showing under the wrong branch.
- Reports — Filter by outlet when comparing performance between locations.
Next steps
- POS, settings & check-in for front-desk sales and door attendance at each outlet.
- Member portal if members choose location when booking.