Recurring Bookings
Setting Up Recurring Bookings
Introduction Recurring bookings in CoachIQ streamline the scheduling process, allowing coaches to efficiently manage sessions over a period without the need to re-enter details for each session. This guide explains how to create these bookings for athletes.
Step-by-Step Guide
Step 1: Initiate Booking
Navigate to the “Sessions” section of your CoachIQ dashboard.
Click on "Create" and select "Manually book an athlete" to begin the booking process.
Step 2: Select Client and Session
Client: Use the search bar under 'Client' to find and select the athlete for whom the booking is intended.
Session: Choose the appropriate session type from the 'Select Session' dropdown menu.
Step 3: Set Date and Time
Start Date & Time: Select the initial date and time for the session. This will set the start point for all recurring instances.
Duration: Choose the duration of the session from the available options (15 mins, 30 mins, 45 mins, 60 mins) or specify a custom duration.
Step 4: Configure Recurring Settings
Toggle Recurring: Activate the recurring option by switching the toggle to green.
Interval: Decide the frequency of the booking—daily, weekly, or monthly.
Repeat: If you select weekly, specify the days of the week the session will recur (e.g., every Wednesday).
Ending: Decide if the recurrence is 'Ongoing' or if it should end on a specific date.
Step 5: Review and Create
Double-check all details for accuracy.
Click ‘Create’ to finalize the booking. The sessions will now be scheduled according to the specified recurring settings.
Additional Tips
Reviewing Occurrences: It’s advisable to review the scheduled sessions to ensure they align with your availability and do not conflict with holidays or special events.
Modifying Recurring Bookings: Should adjustments be needed, you can edit the recurring booking. Note that changes will apply to all future sessions unless otherwise specified.
Conclusion Recurring bookings are a valuable feature in CoachIQ, designed to save time and facilitate consistent training schedules. By following the outlined steps, coaches can ensure their athletes are well-prepared with a stable and manageable training regimen.
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