Classes: Check Members In to Karate, Yoga, HIIT and Track Attendance per Class
By default a check-in is a general visit: the member scans in, the system checks their subscription, done. If your store runs classes — Karate, Dance, Yoga, HIIT, a weekend workshop — you can create them and have staff check members in to a class. That gives you two things: each class can have its own access rule (Karate class needs the Karate plan, Yoga is open to everyone), and the Attendance report can show headcount and a roster per class.
Stores that never create a class see no change. Everything below is optional.
Creating a Class
Go to Sales & CRM → Classes and click Add Class. A class has:
- Name and an optional description shown to staff on the picker.
- Colour — used for the class badge on the check-in screens and the Attendance report.
- Who can join — the access rule (next section).
- Schedule days and a time — optional and informational. Classes scheduled today are listed first on the check-in pickers and badged today. A member is never denied because of the class's schedule; day restrictions belong on the subscription product (see Allowed Check-In Days in the check-in guide).
- Order — a number to sort the chips; lower comes first.
Managing classes needs the Manage Subscriptions permission (or the owner account).
Who Can Join: The Three Access Rules
| Rule | Who is admitted | What the visit uses |
|---|---|---|
| Any membership | Any member with a subscription that counts for check-in — exactly the rule for a general visit. | The member's plan; a session pack uses one session, a monthly plan uses nothing. |
| Specific subscriptions or purchases | Only members holding one of the products you list (or all of them, if you choose All of these). A listed subscription plan must be active. A listed one-time product or service — a workshop fee, a uniform, a registration — counts once the member has bought it. | The listed plan the member holds. If the member qualifies only through a purchase, nothing is used. |
| Open | Anyone, including people with no subscription at all — drop-ins and trial classes. | Nothing. An open class never uses a session from a pack, even if the member holds one. |
Worked examples:
- Karate class → Specific subscriptions: Karate Mon/Wed, Karate Sun/Mon, Karate All Access (any one). A member on the Dance plan who tries to join Karate is denied with those three plans named and offered for sale.
- Yoga (drop-in) → Open. Everyone is welcome; the visit is recorded against the class with no plan.
- HIIT → Any membership. Any current member may join.
- Saturday workshop → Specific purchases: the "Workshop Fee" service. Anyone who has paid the fee gets in; no subscription needed.
- Competition training → Specific subscriptions with All of these: Karate All Access and the "Competition Registration" fee.
Everything else about the member's plan still applies inside a class: allowed check-in days, a plan's own prerequisite (a session pack that needs an active membership), proof-of-use photo or signature, and remaining sessions. A class only narrows which plans may admit the visit.
Checking Members In to a Class
Once at least one class is active, both check-in screens show the classes as chips above the search:
- Web (Sales & CRM → Check-In): pick the class chip first (or leave General visit), then scan the membership QR or search. The verdict card names the class in its header and lists Classes today with a green tick or red cross per class for this member — tap one to switch the visit to that class.
- POS (Member Check-In): the same chip strip sits above the search box on the scanner screen. After a scan, the verdict shows the class badge and the per-class ticks; tapping a class re-verifies for it.
The chip you pick stays selected for the next member, so a coach checking in a whole Karate class taps once and scans everyone.
When the store has several classes and a member's plan covers only some, the subscription picker marks the others not for this class. For an open class there is no picker at all — nothing is used.
When a Member Cannot Join
- Not covered for this class — the member holds no accepted plan (or has not bought the required product). The card names what would admit them and lists the accepted plans that are on sale today; on the POS these are one-tap Sell buttons that attach the member and add the plan to the register. Sell or assign the plan, then scan again.
- Not valid today — the member holds an accepted plan but it does not cover today's weekday. This is the plan's day rule, not the class's; a manager with Allow Off-Schedule Check-Ins can still let them in with Allow anyway and a reason, exactly as for a general visit.
- Needs an active membership — the accepted plan is a session pack whose own prerequisite (an active base membership) has lapsed.
Denied attempts are logged against the class too, so the Attendance report shows how many people tried to join Karate without a Karate plan.
Requiring a Class on Every Check-In
A dance studio with no "gym floor" may want every visit tied to a class. Turn on Require a class on every check-in — the switch is at the bottom of the Classes page and under Settings → POS → Member Check-In. With it on, General visit disappears from the pickers and the first scheduled-today class is pre-selected. The setting only applies while at least one class is active. POS devices on a build older than the class picker keep recording general visits until they update.
Attendance by Class
The Attendance report (Sales & CRM → Attendance) understands classes on every view:
- A Classes filter (multi-select, with a General visit entry for class-less check-ins) on the Log, Sheet and By-weekday views, and a Class column in the log.
- A new By class view: one row per class with check-ins, unique members, days with attendance, average headcount per day and denied attempts for the date range. Archived classes stay listed for their history.
- Roster: click a class name in the By class view (or filter the view to exactly one class) to list its members — everyone holding an active or paused subscription on the class's accepted plans, plus anyone who attended it in the range — with their plan, plan status or sessions left, visits in the range and last visit. Use the Sheet view filtered to a class for a printable monthly class register.
The Check-In page's Today's Check-Ins list and each member's check-in history also show the class badge.
Archiving a Class
The Classes page lists Active classes first and Archived classes in their own card below. Archive a class to hide it from the check-in pickers while keeping its attendance history filterable and visible in the By class view; the Restore button on the archived card brings it back any time. Classes are never deleted, so past check-ins always keep the class they were recorded under.
Default trainer
Each class can have a Default trainer (edit the class). It is filled in as Delivered by on every check-in to that class — on the web check-in page and on the POS — and can be changed for a single visit when someone else covers. The trainer shows on the class list, in the attendance report (with a Trainer filter) and in each member's visit history. When the store pays per-session commissions, the trainer on the visit is the person paid for it. A visit that was saved with no trainer can be credited afterwards with Set trainer in the attendance report (within 45 days); that commission waits for a second approver.
Related
- Member Check-In & Attendance — QR passes, photo proof, allowed check-in days, allow-anyway.
- Sale Requirements & Prerequisites — the same product-rule shape, enforced at the register instead of the door.