Class Plan Booking Rules for Recurring Plans

Why Can't My Client Book a Class? 🤔

If your client is unable to book a class, it’s likely due to specific booking rules tied to their recurring plan or the class type settings. Let’s break it down into manageable chunks to help you quickly understand and troubleshoot.

Class Booking Window ⏰

The booking window determines how far in advance clients can book classes. Here’s what you need to know:

Set in the Class Type: Booking is set at the class type level, allowing you to configure the window anywhere from 1 to 90 days in advance.
For Clients: Clients can only book within the specified timeframe.
For Staff: If permitted by the plan, staff can book clients beyond the set window.

Tip: Check the class type configuration to ensure clients are booking within the window. If they’re outside of it, they won’t be able to book! 🗓️

Recurring Plan Rules 💳

Different recurring plans have different booking rules. Here’s the breakdown:

Limited Recurring Plans (Up to 3 Months) 📅

Clients can book classes up to 3 months in advance using their limited recurring plan.
After payment, they get additional passes, allowing them to book further into the future.
Example: If a client pays on January 1st, they can book up until March 31st. After their next payment on February 1st, they can book until April 30th.

Unlimited Recurring Plans 🔄

Non-Auto-Renewing: Clients can book until the end of the plan commitment or the class book-ahead window (whichever is first).
Auto-Renewing: Clients can book beyond the plan’s commitment period as long as they’re within the class booking window.

Payment Cycle Booking Rules 💸

For Limited Recurring Plans, passes are tied to the billing cycle:

Booking Outside Current Cycle: If a client books a class for the next billing cycle, the pass will be deducted when payment is processed for that period.
Example: If they book a class on January 15th but the payment is processed on February 1st, the pass will be deducted once payment is made in February.
Running Out of Passes: If a client has used all their passes for the cycle, they’ll be prompted to pay the drop-in rate for any additional classes.

Plan Start & Expiration Dates 🗓️

Booking before the plan start date? Here’s how it works:

Staff: Can book clients before the plan’s start date, but the start and expiration dates won’t adjust automatically. Staff will need to edit these manually.
Clients: Cannot book before the plan start date, but both staff and clients can book after the plan start date, as long as it’s before the expiration date.

Example: A client can’t book a class before their plan starts, but both the client and staff can book any classes once the plan is active.

Failed Payment 📉

If a client’s payment fails, this affects their ability to book:

No New Bookings: Neither the client nor staff can use the plan to book new classes until the payment issue is resolved.
Already Booked Classes: Any future classes that are already booked will not be canceled.

Resolution: The client must update their payment method via the widget to continue booking.

Special Plan Rules: First Visit & First Payment 📅

Here are the rules for plans that start on the first visit or first payment:

Starts on First Visit 🚶‍♂️

Clients can’t book earlier than the scheduled first visit. Staff can override this, but they’ll need to manually adjust the expiration or payment dates.

Example: If a client’s plan starts on their first visit scheduled for July 1st, they can’t book earlier, but staff can manually override it.

Starts on First Payment 💳

Clients cannot book classes before the plan’s start date, and this date cannot be changed once the first visit is booked.

Example: If the plan starts on March 1st, the client can’t book any classes before that date. Even if the first visit is canceled, the start date remains locked.

Booking Example Scenarios 📚

Limited Plan & Booking into the Future:
A client with a limited plan can book classes up to 3 months ahead. If they’ve used all their passes for the current cycle, they’ll be prompted to pay the drop-in rate for any additional classes.
Booking Before a New Billing Cycle:
If a client books a class before their new billing cycle begins, it will use up one of their passes from the upcoming cycle. When the new cycle starts, they’ll have fewer passes available.

Different recurring plans follow different booking rules. Staff can book clients into classes that override some client booking rules.

Create a New Class Plan or Intro Offer

Unlimited Recurring Plans

Why is there the message 'Not eligible to book [Name of Class]. Reason: This plan expires before this service takes place. Please choose a different payment method' when booking with a guest pass?

Plan Start and Expiration Date Booking Rules

Plans FAQ