Make the next session easy to agree.

01 / Booking & Scheduling

Put the service details before the booking button.

Let clients choose a consultation, private session or scheduled small group with a clear understanding of what they are booking. A strength session, a private Pilates lesson and an online coaching appointment can each have their own duration, location, capacity and price.

The booking page should explain any deposit, remaining balance and payment deadline. Clients review the terms that apply before confirming, so neither person has to reconstruct the agreement from an earlier message.

• Show the service, duration, location and booking timezone.
• Explain the full price, eligible credits and amount due now.
• Make rescheduling and cancellation terms visible before purchase.

02 / Booking & Scheduling

Offer time that fits the way you coach.

Build availability around working hours, time off, session length and the space you need between clients. Keep a consultation from running straight into a coaching session, and leave the right buffer after an appointment instead of treating every empty minute as bookable.

For scheduled groups, clients choose a place in a particular session. For a recurring arrangement, review the actual dates and available paid credits. A membership alone does not promise the same weekly slot. If some dates cannot be booked, the client should review the alternatives before accepting a smaller series.

03 / Booking & Scheduling

Give changes a clear route.

After confirmation, clients receive secure access to the permitted actions for that reservation, including rescheduling, cancellation and receipts. They can act within the booking's agreed terms without needing access to the rest of your client records.

A move needs an available destination. If the new time cannot be confirmed, the original appointment and its reserved credit stay in place. Cancellation follows the policy accepted at booking: an eligible pack credit may return to the balance, while a money refund has its own status. A cancelled appointment can still have a refund pending.

04 / Booking & Scheduling

Keep the appointment in the client story.

See the booking alongside the client's goals, previous conversations and purchased services. Before a session, review what you last agreed. Afterwards, record attendance and the next useful step while the appointment is still in context.

When relevant, connect the appointment to the appropriate planned workout. Keep attendance and training completion distinct: payment does not prove attendance, and a completed workout does not prove someone came to an appointment. Private instructors can use the booking and client relationship tools without assigning workouts or asking clients to use Beta Training.