Classes & Scheduling
Manage attendees on your class
Every class has an Attendees tab where you can handle a booking after it exists — adding a guest to someone's reservation, refunding a payment, or taking someone off the roster. The actions live inline on each attendee's row. Placing a brand-new walk-in on the class starts from Contacts instead, and a straight swap into another class is something the customer does from their own portal.
Add a guest to an existing reservation
- Open the class from your Classes page and go to the Attendees tab.
- Find the existing attendee and click the Add guest button on their row. (The same action sits on the ⋯ menu on their row in Contacts.)
- Enter the guest's first and last name — those are the only required fields. Email and phone are optional, and there's a This guest is a minor checkbox for children.
- On a paid class, choose what happens with the money in the Payment section: No payment / free (the default), Add unpaid & get a payment link, or Mark as paid. Free classes never show this section. If the class has pricing options, pick the one this guest is coming in on — that sets the amount.
- Click Add guest. They're linked to the original attendee's booking and appear together on the roster, check-in list, and seating chart.
- Chose the payment link? A Payment link ready dialog shows a short link for that guest alone — copy and send it yourself. They're on the roster immediately as an Unpaid guest holding a spot, and the link stays valid until they pay. Re-copy it any time with Copy payment link on their row, or click Mark as paid if they hand you cash.
- A guest takes a spot, so the class has to have room — a full class is refused.
- Guests entered at the same time as the original booking stay on that booking's single payment link. Only a guest added later gets a link of their own.
- Removing a guest who paid their own link does not refund them — issue that refund in your Stripe or Square dashboard.
Manually add an attendee
- Open Contacts (in the left sidebar on a computer, or tap More → Contacts on your phone) and click Add Attendee — on your phone it's the yellow Add button at the top right. (There's no add button on the class page itself — manual adds all start from Contacts.)
- Choose the class in the Event dropdown, then enter a first and last name. Email and phone are optional, so a walk-in with no details can still go on the roster.
- On a paid class, pick what happens with the money: add them free, add them unpaid and get a short payment link to send, or record a payment you've already collected.
- Save. They're confirmed on the roster straight away and count toward capacity — use this for walk-ins, phone bookings, or comp spots.
Move someone to a different class
- The customer's route: they open their attendee portal from their confirmation email and reschedule themselves into another of your classes, where your booking policy decides what's allowed.
- Your route: open Contacts (or the attendee's own detail page) and use the Move to another class action on their row. Pick the destination class and confirm — this checks the new class's capacity for you, so it won't overbook.
- The move happens instantly: their seat on the old class frees up, they're confirmed on the new one, and they get an email/text confirming the new date. Any pending transfer request they'd submitted is closed out automatically.
Refund or remove a single booking
- Open the class and find the Signups list (Confirmed tab). On a computer the actions sit inline on each attendee's row; on a phone tap the ⋮ More actions button on the row to see them.
- To return money, click the dollar-sign Refund button on a paid row and choose a cash refund or a class credit, then confirm. Credits are emailed to the attendee and can be used on any future class.
- To take someone off the roster, click the trash Remove attendee button and confirm. Their spot frees up immediately and the next person on the waitlist is offered it.
- Removing an attendee doesn't refund them, so issue the refund or credit first if they've paid.
Good to know
- Guests are linked to the original attendee's reservation — they appear together on the roster, and each one takes a spot against the class capacity.
- Add guest is only offered on a confirmed registration. A waitlisted or cancelled signup holds no spot to share, and a pending one is still mid-checkout.
- A guest with an email address of their own gets their own confirmation, class reminders, and follow-up emails. A guest added without one — a child, say — simply doesn't, and everything else about them works the same.
- Refunding a paid booking asks you to choose between a cash refund and a class credit — pick whatever makes sense for the situation.
- A row that's on the roster but hasn't paid shows an Unpaid badge with Copy payment link and Mark as paid beside it, so you can chase or settle the money without leaving the tab.
- People who started signing up but never finished — whether they stopped at the contact-info step or at the payment page — are not on the Attendees page at all. Find and nudge them under Payments → Cart; see "Find people who started signing up but didn't finish".
- If you want to seat two people next to each other, assign them adjacent seats in the Seating view after adding them.
- Customers with a confirmed spot can also add their own guest from their portal — see "What your customers see in the attendee portal" — so you don't have to do it for them.
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