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Create and schedule classes with Square Appointments

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Who is this article for?
  • Account owners or team members with the appointments permission to view personal calendar and configure appointment settings.
  • Account owners or team members with items permissions. Set permissions in Square Dashboard.
  • Square Appointments Plus and Premium subscribers.

    • About class booking

    If you run a class-based business–such as a gym or fitness studio–you can create and schedule classes for your clients to book online or in person.

    Before you begin

    You can do the following with classes from your Square Dashboard or Square Appointments POS app:

    • Create classes

    • Schedule individual or recurring classes

    • Book clients in person

    You can only set a cancellation window for classes from your Square Dashboard. Learn how to manage booking cancellations and prepayment policies.

    • You can also edit class schedules from your calendar. If the class schedule is recurring, you cannot edit the date, start or end time, or repetition, but you can cancel any individual session or all scheduled classes moving forward in the series. If the class is an individual class, you can change the date, start time, or end time for the class.

    • For individual or recurring class schedules, you can edit spots available and the assigned instructor (Staff). You can save these changes to just an individual session or all sessions moving forward.

    • If you make changes to the date, time, location, or duration of a class after you create a class, any existing bookings for that class are automatically cancelled and refunded.

    • To allow your customers to book a class online, you need to enable online booking. Learn how to Set up online bookings with Square Appointments.

    Step 1: Create and schedule a class

    Square Dashboard

    1. Sign in to Square Dashboard and go to Appointments.
    2. Click Calendar > Create.
    3. Select Class from the Event Type dropdown.
    4. Click Class name > +Add new class and enter a class name, category, description, price and any applicable taxes. Click Save.
      • You can also select an existing class.
    5. Under Class schedule, select the class location, date, time, and repetition.
    6. Enter the spots available and choose your instructor.
    7. Click Save.

    Point of sale app

    From the Square POS app with bookings mode enabled or from the Square Appointments POS app:

    1. Open your point of sale app.
    2. Tap Calendar > (+) > Create Class.
    3. Tap Class name > +Add new class and enter a class name, category, description, price and any applicable taxes. Tap Save.
      • You can also select an existing class.
    4. Under Class schedule, select the class location, date, time, and repetition.
    5. Enter the spots available and choose your instructor.
    6. Tap Save.

    Step 2: Edit a class

    Square Dashboard

    1. Sign in to Square Dashboard and go to Appointments.
    2. Click Calendar and select a session of the class you want to edit.
    3. Click (•••) and choose Edit or Add new class schedule.
    4. Click the pencil icon to edit any details.
    5. Make changes to the date, time, repetition, capacity, and instructor for the new schedule.
    6. Click Save.

    Square Appointments POS app

    1. Open your Square Appointments POS app.
    2. Tap Calendar and select a session of the class you want to edit.
    3. Tap (•••) and choose Edit or Add new class schedule.
    4. Tap the pencil icon to edit any details.
    5. Make changes to the date, time, repetition, capacity, and instructor for the new schedule.
    6. Tap Save.

    Step 3: Book clients in-person

    Square Dashboard

    1. Sign in to Square Dashboard, then go to Appointments.
    2. Click Calendar and select a session of the class you want to add an attendee to.
    3. Click Add attendee and select or create a client.
    4. Choose the notification preferences and click Add to class.
    5. You can process a payment immediately or skip for later.

    Square Appointments POS app

    1. Open your Square Appointments POS app.
    2. Tap Calendar and select a session of the class you want to add an attendee to.
    3. Tap the blue attendee icon (+) in the top right corner.
    4. Tap (+) to create a new client or select an existing client.
    5. Tap Edit to choose notification preferences.
    6. Tap Add to class.

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