How to Create a Class

In Pabau, you can create classes the same way you create services, with just a few extra settings to manage group appointments. Whether you're offering training, workshops, or group treatments, the class feature helps you manage multiple participants in one booking.

Step 1: Navigate to Setup 

Start by logging into your Pabau account using your login credentials. Then, navigate to Setup, located on the bottom left corner of the left sidebar menu, to access the Setup page. 

Step 2: Access Services

Under the Services section, click the Services tab.

Step 3: Navigate to the "New Services" Button

Now, navigate to the "New Services" button on the top right corner of the page to start the process.

Step 4: Create Class

You'll now notice a new “Class” option just below the Virtual option. Click "Class" to indicate that the service you're creating is a group session.

At this stage, you can start adding the class information. On the "General" tab, you’ll be able to fill in the following details:

• Class name:
  The name of the class (e.g. Yoga Flow, Laser Training, etc.)

• Number of participants:
  Set the maximum number of people that can attend the class. To qualify as a class, the Number of Participants must be greater than 1.

• Class Code:
  An internal code to help you identify or categorize the class quickly (optional).

• Category:
  Assign the class to a specific category (e.g. Fitness, Training, Wellness) for easier filtering and organization. Follow the steps from this guide to create a category.

• Class Color:
  Choose a color to represent the class in your calendar, helpful for quick visual identification.

• Image:
  Upload an image that represents the class (this can be shown in online booking, if enabled).

In the Advanced Settings section, you can configure the following options:

• Allow photo upload by clients: Enable clients to upload images during the booking process or via the portal.

• Auto consumption (link product): Automatically deduct linked products when the service is completed.

• Financial information: Add important billing details about the linked product such as:

  • SKU

  • Procedure code

  • Invoice item name

  • Display text on invoice

• Use membership to pay for a service: Tick this option to make the service eligible for payment via a membership.

Step 5: Switch to the Pricing Tab

On this tab, you can set the price of the class, define your deposit amount, and configure your online payment policy, ensuring clients know what to pay and when.

Step 6: Configure Online Booking Settings

If you'd like the class to appear under a different name in online bookings, you can enter a Friendly Name. You can also provide a description to give clients more context.

Additionally, choose who can attend the class (e.g., new clients, existing clients) and set the days and times it’s available for booking.

Step 7: Set Communications 

You can also set up communication to be sent before and after the class appointment on the "Client Pathway" tab. 

Messages can be sent immediately upon enrolment or scheduled as part of an automation (requires Marketing Plus to be active).

Once you’ve finished configuring the class settings, go to the top-right corner of the screen, toggle Active on, and click Create.

By following these steps, you can successfully create a class in Pabau.