Help Center
Online Reservations for One-on-One Training lets clients request training appointments online while giving your team control over availability, approvals, and appointment communication. You can use business hours or trainer employee schedules to guide booking availability, require staff approval before appointments are added to the schedule, and provide page headings and instructions to guide clients through the booking process. Configurable confirmation, denial, and waitlist emails help your team communicate appointment updates.
Settings and options must be set for each location.
First, create One-on-One training types and packages if those are used. Click here for instructions.
Setting options and messaging for One-on-One
Click on Setup, Lists, One-On-One Training types
Show on one-on-one training online reservations - Check this box if this training type should be available for OLR.
Client facing training description – Add verbiage if required that will display to client when they are requesting an OLR.
Training information – Add information here that will explain this training type to the client.
Where to show training information
Show on the booking summary – This will display on the summary screen before the client hits submit to request the appointment.
Show with the client portal appointment – This will display in the Client Portal when the client expands the appointment.
Send with appointment confirmation email – The information will be included in the email.
Setting appointment times
No time or date restrictions – A client can choose this training type for any date or time.
Use business hours – The training type will be available based on the hours entered in the OLR setup page.
Use an availability calendar – The training type will be available based on hours entered under Default Hours
Setting up Online Reservations for One-on-One
Click here for info on how to setup Use & Registration.
Click here to learn how to Design OLR Page.
Click here to learn about Email notifications.
Click here to learn how to add your own customized picture for OLR services.
Enable online booking for One-on-One Training – Check this box to enable OLR.
Require staff approval before booking – Set this option to require that a staff member approve an appointment before it is added to the schedule. If enabled, an appointment comes in as a Pending Appointment and will need to be approved by a staff member.
Disallow clients to add appointment notes – Checking this box stops clients from being able to add appointment notes, which shows in the Instructions box on the appointment.
Email Settings
Approval emails: Set this option if you’d like to send a confirmation email when an appointment is added to the schedule or approved by an employee.
Denial emails: If you have to deny an appointment, you have the option to send or not send a denial email. Here you can set the default message but this will show on the screen and you can also edit it before sending.
Waitlist emails: If you use the waitlist feature, you have the option to send or not to send a waitlist email. Here you can set the default message but this will show on the screen and you can also edit it before sending.
Training types
Page heading and Instructions – Add verbiage that will show when clients are choosing an OLR appointment.
Scheduling
Important: In order for hours to be available, Business Hours need to be enabled in OLR setup screen.
Use business hours – If this option is enabled, one-on-one appointments for OLR will use the hours set in Business Hours (in the next tab).
Use trainer employee schedules – If this option is enabled, one-on-one appointments for OLR will use the employee schedules.
Business Hours
Click here to learn about Pages to Display.
Click below to learn about Customize Pages options.
Click here to learn about Notices.
Click here to learn about Departure Services.
Click here to learn about Vaccinations.
Click here to learn about Contracts.
Click here to learn about Appointment Questions.
Click here to learn about Document Settings.
Click here to learn about Payment Settings.
Click here to learn about Feedings.
Client here to learn about Exercises.
Click here to learn about Products.
Click here to learn about Extra Services.
Making an Online Reservations
Clients choose the training type.
On the next screen, they can choose the trainer if desired and start times.
Clients can also choose multiple days for this one-on-one training.
Key Points
· Online booking access: Let clients request one-on-one training appointments online.
· Control over the schedule: Require staff approval to review requests before they are added to the schedule.
· Flexible availability settings: Use business hours or trainer employee schedules to determine available appointment times.
· Clear client guidance: Add page headings and instructions to help clients choose a training appointment.
· Customizable appointment communication: Configure confirmation emails and set default denial and waitlist messages that staff can edit before sending.
· Control over client notes: Choose whether clients can add appointment notes during booking.