Sauna CRM Help

Appearance

Schedules ​

The Schedules page is the calendar of sessions customers can book. View it by Day, Week, or Month (week is the default).

Getting there ​

  • Sidebar path: Operations → Schedules.
  • Permission: the classes resource.

Screen reference ​

Schedules calendar controls and add event action

Moving around the calendar ​

Use the toolbar to move Previous / Next, jump to Today, or switch the Day / Week / Month view. Filters narrows the calendar by location or instructor and can Show archived sessions.

TIP

Press Shift+V to toggle the Filters panel.

Common tasks ​

Add a session ​

  1. Select Add event to open Add Schedule Entry.
  2. Choose the Existing Session tab to schedule a session you've already created, or the New Session tab to define one on the spot.
  3. Set the Date, Start time, and End time.
  4. Choose a Recurrence: None (one-time), Daily, Weekly, Biweekly, Monthly, or Specific days of the week.
  5. For Specific days of the week, pick the weekdays it runs on under Repeats on, or select Weekdays (Mon to Fri) to take all five at once. This is how a session that runs Monday to Friday is scheduled: Weekly pins one weekday, and Daily would also run it at the weekend. At least one day is required. The start date only says when the series begins; it does not have to be one of the chosen days.
  6. Select Create schedule.

Edit or delete a session ​

Select a session on the calendar to open its details. The panel shows the instructor, location, capacity, and waitlist, and its Recurrence line lists the chosen weekdays for a session that runs on specific days. Use Edit Schedule to change its Date, Start time, End time, Recurrence, or the days it repeats on, then Save changes. To remove it, select Delete and confirm: This will permanently delete this schedule entry. This action cannot be undone.

Public schedule subscription ​

Your public session schedule is also available as a subscribable calendar feed that anyone can add to Apple Calendar, Google Calendar, or Outlook. The feed lives at:

https://api.yourstudio.com/api/calendar/feed/schedule/your-brand-slug.ics

Swap in your API host and your brand slug (the same slug your booking widget uses). Append ?classId=… or ?locationId=… to publish a single session or location. Calendar apps that take a webcal:// URL can use the same address with https:// swapped for webcal://.

The feed shows exactly what the public booking widget shows (published sessions only, with privately-booked slots hidden) and refreshes automatically as your schedule changes. It is public by design, so only publish it where you want your schedule seen.

Tips ​

  • A scheduled time inherits its session's capacity, instructor, and pricing. Change those on the session itself.
  • To check people in for a session, open Attendance; you can jump there directly from a session.
  • If the calendar can't load you'll see Failed to load schedule. Refresh and try again.