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How do I create a new class?
How do I create a new class?

Class settings in Punchpass

Chris avatar
Written by Chris
Updated over a week ago

The first step to creating a schedule in Punchpass is to define a class!  


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Setting up a Brand-New Class

  1. To get started, navigate to Manage > Classes and click the Set Up A New Class button at the top of the page.
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  2. Enter the Class Details
    You'll enter the following information for the class:
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    • Class name. This is the name that will appear on both the public and Admin views of the schedule.
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    • Show this class on my public schedule. By default, this option is selected to allow customers to make online reservations from the Public Schedule.
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      If this option is off:

      1. Admins can make class reservations on behalf of customers.

      2. You can also keep this option off and send a direct link to a class, workshop or event to invite only a select group of customers to register. More on that here.
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    • Pick a color. You can color code classes on your schedule and change this at any time. This visual cue is handy for grouping types of classes to help your customers quickly scan the schedule.

    • How long is the class? Select an option for the class duration.
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    • Class description. This will be shown on your public schedule when someone clicks on the class details. Optional, but highly recommended!
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  3. Select your Reservation Settings. Punchpass allows you to define how you prefer to accept reservations for each class.
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    1. Accept Reservations for this class. This setting allows customers to sign up for a class online. Turning this setting off will still allow Admins to manually register a customer for class.
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    2. Send customers an email reminder. Optional. Send a class reminder email 1, 2, or 3 days in advance based on your Online Reservation settings.
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    3. Limit the number of reservations accepted. Is this class limited to a certain number of participants? Select this toggle and turn it on to define the number of students.
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      Turning this setting on and setting a limit to the number of reservations will allow you to access Waitlists, if your plan allows. This guide has a detailed overview of how waitlists work in Punchpass.
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    4. Require an active pass to book this class. Do you require a customer to pay for classes in advance? Turning this setting on will make sure they have an active pass or ticket to make a class reservation. More on requiring an active pass here.
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    5. Stop customers from canceling their reservations for this class. Not accepting canceled reservations for this class? No problem! Turn on this setting to stop customers from canceling their reservations for this class.
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    6. How many days into the future do you want to allow customers to make reservations? This is how far in advance you allow customers to make class reservations. By default, this is set to 120 days into the future.
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  4. Appointment Settings. For more information on creating Appointment offerings, please review this article.
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  5. When you're all set, press Save.

Next Steps

  1. Set the eligible passes for the class. After creating a class you'll want to adjust the eligible passes for the class. By default, all passes are automatically accepted for a class.
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  2. Now that your class is set up and the passes are set, it's time to add classes to the schedule! Learn more here:  Managing Your Class Schedule
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