In this article, you will learn how to book and cancel a session from the schedule.
Quick guide:
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Go to Planning
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Click on the "+" button
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Click on Create a session or Create a trial session
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Enter the information and save
How to book a session or a trial session from the schedule
Book a session
If you need to manually book a session for a client, go to the Schedule menu. Then click on the "+" button at the top and then on Create a session.
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A window will open. Enter the required information:
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Service: enter the service your client wants to perform here.
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Member: Enter the name of your client here.
Important: These two fields are important as they allow Magicline to:
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Associate your customer's account with a service quota. This means that the quota will be deducted, or you will receive an alert if your client has no quota left.
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Automatically reserve the resources assigned to your service (devices, coaches, etc.).
You can then use the dates under "From" and "To" to choose the date requested by your client. Alternatively, you can see the list of available slots in the table at the bottom of the window and select a slot here directly.
Finally, you can enter a repeat if your customer wants to book several slots. To do so, use the fields under Repeat.
Save.
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Book a trial session
From Schedule, click on the "+" button and then on Create a trial session.
Enter all the information about your prospect.
You can then select the slot under Start time or via the grey table at the bottom of the window Alternative dates.
The resources are automatically added.
Finally, click on Create a test session.
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Cancel a session
If you need to cancel a client's session, go to the Schedule and click on the session to be cancelled.
A pop-up window will open on the right. Here you can click on Cancel Session at the bottom of the window.
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If you have put cancellation settings in your service, Magicline will ask you to confirm your cancellation choice.
So if your customer has no time limit to cancel their session, Magicline will simply ask you to confirm the cancellation and offer to send a notification to your customer via the MySports application:
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If you have set a time limit for cancelling a session and the slot is exceeded, normally resulting in the loss of quota for your client, Magicline still allows you to not count the quota. All you have to do is tick the box. If you wish to deduct the quota from your client, uncheck the box:
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