Add a Class from the Classes Menu

You can add a class from the Classes (menu) > Add Class. The Add Class pop-up modal (window) allows you to enter the majority of the class information that is found on the Class record > Summary tab (excluding gender and age settings). You can choose to enter as much of this information initially as you wish but at a minimum, you must enter the required fields (marked with '*').

  1. Go to the Classes (menu) > Add Class to open the Add Class window.
  2. Enter a Class Name.
  3. Select the appropriate drop-down if you have more than one Location.
    • Optionally, select a Room and Instructor for the class.
    • You may opt to assign an Instructor and Session
  4. Enter a Class Start Date.
    • If you designated a Start Date, End Date, and Registration Date for the Session when you were customizing your drop-down lists (Gear icon > Settings > General > Drop-down Lists) these fields will automatically populate. Edit as needed.
  5. Check the box for the day(s) the class meets. Note: Days the Class meets should be checked in order for Classes to display on Calendars and Schedules.
  6. Enter the class Start Time and End Time. The Duration will automatically calculate based on those times but can be edited if needed.
  7. Add the Tuition Fee, Max Size, and Tuition Billing Method at this time or you can add them later.
  8. Select Category 1 and optionally choose Category 2 or Category 3. To learn more about Category 1 check out our Customize Drop-down Lists section.
  9. Select the Policy Group(s) for the class when applicable.
  10. Enter the class Description now or leave it for later.
  11. Set your preferences for Display on Website, Allow Online Registration, Allow Portal Enrollment, and Allow Trial Enrollment. See Class Summary Tab - The Fields Explained for more information about these fields.
  12. Click Save, Save & Add Another, or Save & Copy Class. Once a class is created, the new Class record opens to the Summary tab.

Click the Save & Copy Class button to copy a class with similar details. Change the name when prompted and make changes to details as needed.