Getting Started - Setup Tutorials

Quick Setup Tutorial - Settings

Lisa Wang

By Lisa Wang

March 22, 2024 · Updated December 6, 2025 · 2 min read

Reservation and cancellation policies, calendar display, various permissions, and other settings.

Quick Setup Tutorial - Configuration

Please complete setup the settings before enabling online booking.

Setting Tutorial Video *Part.1

This video covers Configuration, Appearance, customization, calendar, and Reservation settings.

Setting Tutorial Video *Part.2

This video covers Customer, Pass settings.

Also Tags, Notification history, Account information, Payment history, and Backup vault.

Setting Tutorial Video *Part.3

Learn how to manage roles: adjust permissions, create roles, and assign them to users.

Common Settings: Calendar

  1. Set the first day of the calendar (Sunday or Monday).
  2. Decide whether customers can see the attendee list for each class.
  3. Define how far in advance customers can view upcoming classes.

Common Settings: Reservations

  1. Default cancellation rules (each class can override this setting or adjust at the time of scheduling).
  2. Define how long before class customers can make a booking.
  3. Enable or disable system checks to prevent customers from booking overlapping classes.
  4. Restrict customers to booking only once per class.* If group booking is required, it is recommended to set this to "No."
  5. Default attendance status for customers:* If roll call is needed, set to "Not Attended" to make attendance marking easier.* Alternatively, set to "Attended" and only mark absentees as "Not Attended" during roll call.

Common Settings: Passes

  1. Rules for using class passes: allow booking only within the validity period, or permit bookings outside the validity period.* Some studios allow customers to book classes even after the pass expiration date. In this case, this setting should be set to “No.”
  2. Configure how the system determines when a class pass is "about to expire."* For example, APP or LINE notifications can be sent to remind customers about their pass when the remaining points fall below a certain threshold.

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