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Class Booking with Square Appointments

Square Appointments Plus and Square Appointments Premium users can set up class bookings from their online Square Dashboard.

Note: We are currently rolling out this feature and anticipate having it available to all Appointments sellers by the end of May 2023.

Create a Class

  1. From your online Square Dashboard, click Calendar.

  2. Click Create or click a time slot directly on the calendar.

  3. Select Class from the Event Type drop-down at the top of the page.

  4. Enter the class booking details, including location, instructor, capacity and price.

  5. If this is a recurring class, set Recurrence.

  6. Click Save.

When you create a class with Square Appointments, you will see a Classes tab appear on your online booking site. Customers can click Classes on your site to view a week-by-week calendar of your upcoming classes.

Once a customer books a class, you will receive a confirmation email and they will appear as an attendee within that class on your Dashboard and in your Square Appointments app.

Links to your class schedule are available in your Square Dashboard. To access the link:

  1. Log in to your Square Dashboardand click Appointments > set up online bookings with Square Appointments > Channels.

  2. Toggle on Enable online booking and select Manage > View appointment booking flow.

Edit or Cancel a Class

Once you create a class, you can edit the name, category, description, capacity and assigned staff at any point. If changes are made to the date, time, location and duration of a class after a class is created, any existing bookings for that class will be automatically cancelled and refunded. For recurring classes, a recurring schedule cannot be edited once the class has been created. However, individual classes can be changed or cancelled at any time.

To edit a class:

  1. Click on the class that you want to edit or cancel.

  2. At the top right, select the ‘...’

  3. Click Edit.

  4. Under Edit class, make the changes you want to make. 

  5. Click Save.

To cancel a class: 

  1. From the edit class screen, select Actions

  2. Click Cancel class

Note: Once you click cancel, you’ll be prompted to select whether you want to cancel This class onlyor This class and repeating classes from now on.

Set Cancellation Window

To set a cut-off time for customer class cancellations:

  1. From your Square Dashboard, go to Appointments > Settings > Calendar & Booking.

  2. Toggle on Clients may reschedule or cancel their own appointments.

  3. By cutting off time for allowing clients to cancel or reschedule, click the drop-down arrow and select the cancellation cut-off time.

Book Clients In Person

  1. From your Square Dashboard, select an existing class from your calendar and click Add Attendee.

  2. Search for the existing customer that you want to add or create a new customer.

  3. Select Take Payment to complete the payment at the time of booking or skip this step to take payment at a later time.

Confirmations and Reminders

Both the employee assigned to the class and the owner will receive an email or SMS message notification when a new buyer books the class. 

When a customer books or cancels a class, they will also receive confirmation notifications via email or SMS message.

View Class Sales

To view class sales reports, log in to your Square Dashboard and select Reports > Category sales.

Note: Functions like Waiting lists, ClassPass, Instagram or Reserve with Google integrations, Square Assistant and automatically attaching contracts with bookings are not currently available.

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