How to guides
Step-by-step CoreBookings guides for classes, clients, passes, bookings, payments, reports, and studio settings.
- How to View Class Attendance
- How to Check In Customers
- Setting up Stripe and Start Accepting Credit Cards
- How can clients start booking classes?
- How to create a room or location
- How to run in-studio and online classes
- How to add and manage teachers
- How to Filter and Export / Download All Customers?
- How to limit the number of students or customers in a class?
- How does room and class capacity work?
- How does the Waiting List work on classes?
- How to merge two customer accounts?
- If I want someone to pay me on a fortnightly basis for unlimited attendance, how should I do it?
- Can I add a Cash payment to classes unpaid by Clients and not just a Credit Card Payment?
- How to run live classes using Zoom or Google Meet and how to share the class link with my students or clients?
- Can I create a variety of options for Passes and Subscription to restrict or apply only to specific classes?
- Is There a Way for me to see a Customer’s Previous Visits?
- How to change / alter / modify a customer’s email address or password from Dashboard?
- How to Modify a Pass Expiry Date, Visits or Credits Remaining?
- How to Manually Enrol a Client into a Course
- How to sell or give a pass to a client
- How to modify class names on the schedule
- What to do when client subscription payment failed or Stripe API error emails arrive
- How to Cancel an Upcoming Class in the Future, for Example Taking a Week Break?
- How to Cancel a Booking both from Dashboard and the Client’s Widget?
- How to cancel a pass on a client's account?
- I'm doing my taxes. How do I find a cash, card, and bank transfer breakdown?
- How do we send out an email to all customers?
- How do I set up recurring payments or membership passes?
- How do I cancel a client's recurring membership?
- My Customer Used a 5 Class Pass to Book a Special Workshop instead the Workshop Pass
- How can we add additional questions to the registration form when people sign up so we can gather more information about their health and abilities?
- Are clients able to book multiple recurring classes (for example every Monday class at 8 am for an entire month), or do they need to book each class separately?
- Is it possible to allow two or more customers to share a Pass or Package?
- A customer is saying that they are having difficulties logging in – What can I do about it?
- How long before the class starts my customers can cancel their booking?
- How do I change Stripe to get paid immediately or every day?
- What is included in the booking confirmation email?
- What is included in the purchase confirmation email?
- How to disconnect my Stripe account
- How to change the types of passes that are valid or allowed to book a particular class?
- How to send an email or SMS to clients?
- How do I limit the free trial intro pass to only one per customer?
- Where and how do clients accept the waiver?
- How to whitelist CoreBookings emails (Gmail, Outlook, Yahoo)
- How do I Settle a Pay Later visit booked by my Student or by me
- Where can I view sent emails?
- How to pause recurring memberships or subscriptions?
- What is the waiting period for first payout on Stripe?
- How to open a CoreBookings account
- What are class types? How to edit or deactivate one
- Getting started: guide to set up your account
- How to Edit a Class or Modify a Recurring Series
- How do I create and modify promo or discount codes?
- How to remove visibility of the number of students booked into each class.? How to hide class spot remaning..?
- Increase or decrease classes visible on Timetable
- Classes
- Customers
- Prices, Membership and Passes
- Reports
- Bookings
- Booking Page and Calendar Widget
- Business Details and Settings
- Email Templates
- Instructors
- Locations
- My Account
- Payments, Merchant Processing and Transactions
- Courses / Class Terms