In this article, you’ll learn how to set up date blocks that automatically roll on to the next.
What is a date block?
It’s pretty simple really. Date blocks are pre defined ‘blocks’ of time you assign sessions to.
Walk through:
- DATES:
If you have already completed onboarding, navigate to the ‘Dates’ in the side menu, then create new.
Here, you’ll be able to create your date blocks.
Step 1: Details: Choose an appropriate name. e.g. Summer Term.
Next, you have to choose whether this is an active date block or not. If it is active, it will display in your booking timetable and on the Bodillo app. Subscriptions will also run consecutively and will stop when a date block is inactive. Keep this in mind for later.
Then, you must decide if you want the date block to automatically roll over or not. If you toggle this on, it means this date block will automatically run on to the next one (or one of your choosing).
Sessions that are assigned to this date block will also roll over to the next one.
Additionally, If you are requiring your customers to pay up front for terms, this means they will be automatically reserved for the next block.
Step 2: Start / end date: Define the start date and end date of your block.
Step 3: Set exclusion dates: Define your exclusion dates that you don’t want the sessions to run on.
Congratulations, you’ve created your first date block!
Repeat this process to create more date blocks.
2. SESSIONS:
Next, we are going to assign a session to a date block. Head over to Programme > sessions. Create new session.
Step 1: Session details: Fill out the data about your session.
Step 2: Trial details: Decide if you want to run trials or not.
Step 3: Weekly plan. You are given the option to ‘automatically roll over’ a session. If you toggle this on, you are allowing the session to roll on though the date blocks. If not, this session will only appear in its assigned date block.
Fill out the remainder of your details.
Step 4: Payment collection: Here, we will assign the ‘payment collection’ method you created earlier on. Then, select the appropriate session charge.
And that’s it! That’s how you set terms up that automatically roll into one another.
