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Open Scheduling → Calendar → Book Session to book on an athlete’s behalf. The New Booking builder lets you select clients, a scheduler, and a date or recurring pattern.

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Choose how to book

Creating a booking is not proof of collecting payment. For staff bookings, review Redeem credits where available and check the credit or payment record afterward. Do not assume a card was charged because the booking appears on the calendar.

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Create a manual booking

1

Select the client

In Client, use Search users. The dropdown groups results into Tags and People. Choose the athlete who will attend. For a family, select the child rather than the parent when the child is the participant.Choosing a tag adds a chip and selects matching people. Review the selected participants before continuing, especially when booking several athletes.
New Booking client selector with Tags and People groups
2

Choose the scheduler and credit handling

Select the service the athlete is booking. When Redeem credits is available, check it to use eligible credits, or leave it unchecked for an intentional booking without credit redemption, such as a comp session.Check this setting each time; do not rely on an assumed default. If redemption fails, inspect the athlete’s eligible balance and the product’s usage limits. See Credits and schedulers.
3

Choose a date and time

Select an available date, start time, and session length. Confirm the coach, location, and resources needed for the booking.Allow custom date selection lets staff enter a time outside the normal availability choices. Use it for a deliberate exception and review the calendar first. It is not a guarantee that every conflict, capacity, or booking limit has been bypassed.
Custom date and time selection in the booking builder
4

Review and create

Confirm the participants, scheduler, date, time, duration, and credit choice. For a repeating appointment, follow Recurring bookings before creating it.Read any conflict warning. Go back creates nothing; Book anyway is an intentional override of the conflict described in the warning.
5

Verify the result

Open the new session on the calendar and check the participant list. For multiple athletes, review each result and the processed count; a partial success does not mean everyone was booked.If you redeemed credits, check the athlete’s credit history. If payment is still due, handle it through your normal payment workflow.

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Using Copilot for faster booking

If you use the booking builder’s CoachIQ Copilot, describe the athlete, service, and intended time clearly. For example: “Book Maya for a 60-minute hitting lesson next Tuesday at 5 PM.” Review the selected athlete, generated dates, duration, and credit controls before creating the booking. For a repeating request, check the occurrence preview and end date too.

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Book siblings or a team

For siblings, use each child’s linked athlete profile so attendance and booking history are attributed correctly. See Book for families. For teams, a tag selection can help choose participants, but it does not replace Team membership or Team visibility rules. If your organization uses Teams, see Team practices and games.

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Fix a booking problem

If the athlete is missing, confirm their profile exists in People and belongs to the correct organization. If a time or credit is unavailable, use Scheduling troubleshooting before making an override. Need to change a booking you already created? Move or reschedule it instead of creating a second booking by accident.