How to Set Global Booking Rules and Schedule Preferences
Estimated Reading Time: 7 minutes
Applies to: All Plans
Quick Summary
The Schedule and Booking Settings allow you to control how clients view and book Activities, how Credits are deducted, and how trainers, attendance, and visibility are managed.
Why This Matters
Your Schedule configuration determines how your booking system behaves for both staff and clients.
It controls which Activities clients can see and book, how Credits are deducted, how attendance is tracked, and how trainers and locations are displayed.
Setting these rules correctly helps prevent unpaid bookings, reduces no-shows, and ensures your Membership and Credit Pack Products function as intended.
Step by Step Instructions
Step 1: Open the calendar settings: My Company > Settings > Calendar Settings
– This section allows you to configure how Activities appear in your internal Calendar and how bookings behave when scheduling clients.
Step 2: Open the client schedule settings: My Company > Settings > Schedule Settings
– These settings control how Activities appear in the client app and how clients can book sessions.
Best Practice
Configure these settings before launching your client app to ensure the booking flow aligns with your Membership and Credit Pack structure.
Studios with high-demand Activities often benefit from stricter booking limits and showing only bookable sessions.
Testing your booking flow with a test client account helps confirm that Credits, cancellations, and visibility behave as expected.
Common Questions
Can clients book Activities without Credits?
– This depends on your setting under Can You Add Clients Without Credits. If enabled, bookings can still be created and Credits can be deducted later.
Can I limit how many sessions a client books per day?
– Yes. You can configure booking limits in Max Number of Group Activity Bookings per Client.
Can clients see trainers in the schedule?
– Yes. Trainer visibility can be configured in the Schedule settings.
Can I hide Activities that cannot be booked yet?
– Yes. Enabling Only Show Bookable Sessions ensures that clients only see sessions they are able to book.
Related Articles
– How to set the information you will like to capture from customers by default
– Trainin Quick Start Hub – From Zero to Live