APPROXIMATE TIME - 5 MINUTES
We're almost there! You've created your products, made packages, added customers, gotten familiar with your reports, now you're ready to add a customer to a class! Let's do it!
Step 1: Head to the Calendar and click on a Class
Head back to the Calendar, and click on one of the classes we created in Step 3 - Adding Classes to Your Calendar.
Once you click on a created class, you'll open to the 'Session Profile' page. In the bottom left corner of the Session Profile page, you'll see a 'Add Participant' button.
Step 2: Choose the Client to Add
Click the 'Add Participant' button to be taken to your customer list. From here, we'll choose the client you want to add into the class.
Choose the client from your list you want to add, and click the 'Add to Session' button next to their name. In this example, we only have one customer we added back in step 4, "Dan Smith".
Step 3: Select a Payment Option
Now that you've chosen a client to add, the Fitli system tries to determine if the client has an existing package or membership to use for the booking. If not (and in this case they don't as they are a new customer), you enter the payment process.
The first step of the payment process, shown below, gives you the option to select payment via either the Drop In Price (shown in the top payment section), or the Package purchase price. In this example, let's choose the Drop In Price of $20.00.
Step 4: Choose Payment Method
After choosing the Drop In Price of $20.00, the Fitli system asks you to decide on several payment details, including any promotion codes and the method of payment (Credit Card, cash or 'other'). Note that ONLY businesses get the option to choose a payment type other than credit card - clients only see the credit card option.
In the screen shown above, you can enter a promotion code (we created this in an earlier step), and choose the payment type using the 'Payment Source' pulldown menu. A temporary credit card number is already entered here - you will need to enter the client's credit card number in this field. Note that after an initial purchase via credit card, we save the client's credit card number securely in our processors secure vault so you don't have to enter it again!
If you select a payment type other than credit card, you'll be asked to enter a note or choose the amount of cash tendered.
Once you're happy with what you've selected on this payment method, click 'Next' at the bottom to continue to the Payment Summary Screen.
Step 5: Payment Summary Screen
On this Payment Summary Screen, you can see a summary of the payment type chosen, the total payment amount, who the purchase is for and what class the purchase is for. At the bottom, to process the payment, click 'Confirm', and the payment will be processed!
You'll also note the 'I accept the waiver' link highlighted in the middle. As you remember from the Admin setup portion of this guide, you decided whether or not to turn on a waiver required link for the clients to accept. Here's where it shows up! You can accept the waiver for your clients (useful if they have already signed a waiver in person), or leave it unchecked to have it displayed to the user the next time they make a purchase.
Once you process the purchase, the client will receive an email notifying them of the purchase and payment (their receipt) and the purchase will show up in your Sales Report!
Step 6: Payment Completed!
That's it! As you can see in the screen below, you've completed the purchase, and the client has been booked into the class you chose. You now have the option to use Quick Booking to book the client into another session/class, depending on if you purchased a single session or package for the customer (you may have to complete the purchase process again if you only chose the drop in purchase price).
That's it - YOU ARE DONE!! GREAT WORK!
You've now got some next steps - continue to finish filling out the rest of your Products, Packages, add your customers, and get booking!
Great work, and good luck booking, scheduling and accepting payments with Fitli! If you have any questions, feel free to reach out to our support team at firstname.lastname@example.org