1. Yoga / Meditation Studio
  2. Process
  3. Booking to attendance
Process · Booking to attendance

Booking to attendance

Open a session, confirm booking requests against membership and capacity, check members in and complete the class.

Step by step

  1. Open session Studio Manager

    Studio Manager schedules the session for a service and instructor with start time, end time and capacity, then moves it from Planned to Open.

    • Session Open for booking
    • Updates Sessions, Services, People
  2. Request booking Front Desk Coordinator

    Front Desk Coordinator records the member's request for places in the session. The booking starts as Requested.

    • Booking Requested
    • Updates Bookings, Members
  3. Confirm booking Front Desk Coordinator

    Front Desk Coordinator checks that the member is Active, holds an Active plan and that the session is Open with places left, then confirms the booking. Confirmation raises a pending charge, and the session shows Full when its capacity is used.

    • Booking Confirmed, payment Pending
    • Updates Bookings, Member plans, Sessions, Payments
    ApprovalA person approves before the work moves on.
  4. Check in member Instructor

    Instructor checks each arriving member in. The booking moves to Attended and the session counts once against the member's plan allowance. Confirmed members who do not arrive are marked no show.

    • Booking Attended or no show
    • Updates Attendance, Bookings, Member plans
  5. Complete session Studio Manager

    When every confirmed booking is Attended or no show, the session is marked Completed.

    • Session Completed
    • Updates Sessions, Bookings
  6. Confirm payment Accounts Coordinator

    Accounts Coordinator records the money received against the booking and marks the payment Confirmed.

    • Payment Confirmed
    • Updates Payments, Bookings

Where it usually breaks

And how to keep it from happening.

  • A request is confirmed for a member whose plan has expired or is paused.
  • Two coordinators confirm the last place in the same session at the same time.
  • A member is checked in twice and the plan allowance is used twice.
  • A session is completed while a confirmed member is still neither Attended nor no show.
Studio Manager
, Front Desk Coordinator, Instructor, Accounts Coordinator.

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