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Managing your business

Business solutions & apps

Wix Bookings: Managing the Participant List for Your Classes


Manage your sessions quickly and efficiently using the participants list from the booking calendar. The participant list helps you keep track of who paid for a class session, who attended, who was a no-show, and more. It also allows you to stay organized and ensure smooth class management. For example, if you run a yoga studio, you can easily see which students have signed up for each class, check their payment status, and follow up with anyone who missed a session.



Adding and removing class participants


Efficiently manage the participants list for your classes. Add new participants or edit an existing booking to update the number of people registered to a specific class session. Collect payment and remove participants with or without cancellation fees.


To add or remove class participants:


  1. Go to Booking Calendar in your site's dashboard.

  2. Click the relevant class in your calendar.

  3. Click Manage.

  4. Depending on what you want to do, follow the steps below:


  1. Click + Add Participant at the top right.

  2. Enter the participant details:

    • Name: Enter the participant's name.

      Note: You can also click + Add Contact to add a new client.

    • Group of: Enter the total group members associated with the participant who are attending.

    • How do you want to charge your client: Choose how you want to charge them.

    • (Optional) Add to future sessions: Enable the toggle to add the client to future sessions of the class:

      • How often?: Choose the relevant frequency from the drop-down, for example, "Every 2 weeks".

      • For: Choose how many times you want to book the client for the class based on the frequency you selected above. For example, "Every 2 weeks, 4 times".

      • Show sessions: Click to see each of the upcoming class sessions, before confirming. Note: To remove a participant from a specific future session, click the Delete icon

        Wix Bookings: Managing the Participant List for Your Classes

        next to the relevant class.

        Wix Bookings: Managing the Participant List for Your Classes
  3. (Optional) Choose if you want to send a confirmation notification:

    • Select the Notify client via messages checkbox to send your client a WhatsApp or an SMS notification.

    • Select the Notify client via email checkbox to send your client an email message.

  4. Click Save. You can also click Save & Add Another to save this participant and add another one.


  1. Click the More Actions icon

    Wix Bookings: Managing the Participant List for Your Classes

    next to the participant you want to remove, then click Remove.

  2. (Optional) Select the Notify client via messages checkbox to send your client a WhatsApp or an SMS notification.

  3. (Optional) Select the Notify client via email checkbox and add a message.

  4. Click Remove.

    Wix Bookings: Managing the Participant List for Your Classes

Note: You can issue a refund through the Orders page in your site's dashboard.


  1. Click the More Actions icon

    Wix Bookings: Managing the Participant List for Your Classes

    next to the participant you want to remove, then click Remove.

  2. (Optional) Select the Apply cancellation fee checkbox to charge a cancellation fee.

  3. (Optional) Select the Notify client via messages checkbox to send your client a WhatsApp or an SMS notification.

  4. (Optional) Select the Notify client via email checkbox and add a message.

  5. Click Remove.

  6. (Optional) Edit the cancellation fee.

    Note: You cannot charge more than the fee stated in your policy.

  7. Click Confirm Fee & Continue.

  8. Click Collect Payment and choose how you want to charge the participant.

    Note: For more details on collecting payment, see the collecting a payment from your participants section below.


Added a waitlist for this class?


Your class participant list shows two tabs, one for booked participants and another for those on the waitlist.



Marking attendance for a class


Marking attendance for a class helps you keep track of which participants attended, which did not, and apply no-show fees if necessary. You can mark attendance for all participants at once or individually.


Tip:


Marking attendance regularly allows you to track your attendance statistics over time.


A screenshot of where to mark attendance for classes

To mark attendance for a class session:


  1. Go to Booking Calendar in your site's dashboard.

    Tip: You can also mark attendance for classes using the Wix app.

  2. Click the relevant class in your calendar.

  3. Click Manage.

  4. Choose who you want to mark attendance for:


  1. Select the Client checkbox at the top left of the list.

  2. Click Check-in

    Wix Bookings: Managing the Participant List for Your Classes

  1. Under the Attendance column click the drop-down next to a participant.

  2. Choose the relevant option:

    • Checked-In: The participant booked and came in for the session.

    • No-Show: The participant booked the session but didn't show up. If relevant, you can click Apply a no-show fee to charge the participant for missing the session.

      Note: This option is only available for classes that include cancellation and no-show fees in their booking policy.

Wix Bookings: Managing the Participant List for Your Classes


Collecting a payment from participants


Collect a payment by completing the checkout for unpaid or partially paid classes.


Important:


Once you mark a member as "Paid", the change cannot be undone.


To collect a payment:


  1. Go to Booking Calendar in your site's dashboard.

  2. Click the relevant class in your calendar.

  3. Click Manage Participants.

  4. Click Go to Checkout next to the relevant participant.

  5. (Optional) Add new details to the participants cart:

    • Add an item: Click + Add Item, then click the relevant tab and choose what you want to add:

      • Appointment: Select the relevant service to add an appointment or schedule multi-service appointments.

      • Class: Select the relevant class session.

      • Course: Select the relevant course session.

      • Product: Select the relevant product(s).

      • Custom charge: Add a custom item that is not in your catalogue.

        1. Enter the item name in the What are you charging for? field.

        2. (Optional) Enter Additional info (e.g. engraving, special request).

        3. Add the Price.

    • Add a discount: Click + Add discount:

      1. Enter the Discount reason.

      2. Enter the Amount.

      3. (Optional) Click + Add Another Discount to add an additional discount.

    • Add a tip: Click + Add tip.

      1. Select an amount or add a Custom amount.

        Note: Select No Tip if you don't want to add a tip.

      2. (Optional) Click Manage tip distribution to redistribute the tips among your staff.

  6. Click Apply.

  7. Click Save & Collect Payment and choose how you want to collect the payment from your participant.


A screenshot of clicking on Go to Checkout for a participant in a class.


Moving participants from one class session to another


You can move a participant between sessions within the same class service. The booking's original status, payment preferences and the associated order remain the same, the client just attends a different session of the class service.


Note:


It’s not possible to reschedule a participant from one class service to a different class service.


To move a participant from one class session to another:


  1. Go to Booking Calendar in your site's dashboard.

  2. Click the relevant class in your calendar.

  3. Click Manage.

  4. Click the More Actions icon

    Wix Bookings: Managing the Participant List for Your Classes

    next to the relevant client.

  5. Click Reschedule.

  6. Select the relevant date.

  7. Select the relevant session from the list available on that date.

  8. (Optional) Select the Notify client via messages checkbox to send your client a WhatsApp or an SMS notification.

  9. (Optional) Click the Notify client via email checkbox and add an email to send email confirmation to the client.

  10. Click Reschedule.


A screenshot showing how to move a participant from one class session to another.

Notes:


  • If you offer the class sessions in different locations, you can select the relevant location from the drop-down above the calendar.

    A screenshot showing how to reschedule a class session for a client at a different location.
  • Rescheduling a class session does not affect the payment status. If the session has already been paid for or redeemed (if the client has a pricing plan), the rescheduled session will have the same payment status. If the session is unpaid, you can collect payment or redeem as usual.



Contacting your class participants


Update your members about changes to an upcoming session or anything else they need to prepare beforehand.


To contact your class participants:


  1. Go to Booking Calendar in your site's dashboard.

  2. Click the relevant class in your calendar.

  3. Click Manage.

  4. Depending on who you want to contact, follow the steps below:


  1. Click the More Actions icon

    Wix Bookings: Managing the Participant List for Your Classes

    next to the relevant client.

  2. Click Send Message.

  3. Click the Message via drop-down and choose what type of message you want to send:

    • Chat: Send your client a chat message through your site. They can only see these messages when they log in to your site.

    • Email: Send your client an email using the address they provide when they sign up for your services.

    • SMS: Send your client an SMS message. You can only send an SMS via your business phone number.

      Wix Bookings: Managing the Participant List for Your Classes
  4. Enter your message.

  5. (Optional) Click the relevant icon to add Saved Replies

    Wix Bookings: Managing the Participant List for Your Classes

    , Payment Requests

    Wix Bookings: Managing the Participant List for Your Classes

    , Emojis

    Wix Bookings: Managing the Participant List for Your Classes

    , Attachments

    Wix Bookings: Managing the Participant List for Your Classes

    and more. Learn more about replying to messages in Wix Inbox.

  6. Click the Send icon

    Wix Bookings: Managing the Participant List for Your Classes

    .


  1. Select the Client checkbox at the top to select all of the class participants.

  2. Click Send Email at the top of the session's participant list.

  3. Enter your message.

  4. (Optional) Click the relevant icon to add Saved Replies

    Wix Bookings: Managing the Participant List for Your Classes

    , Payment Requests

    Wix Bookings: Managing the Participant List for Your Classes

    , Emojis

    Wix Bookings: Managing the Participant List for Your Classes

    , Attachments

    Wix Bookings: Managing the Participant List for Your Classes

    and more. Learn more about replying to messages in Wix Inbox.

  5. Click the Send icon

    Wix Bookings: Managing the Participant List for Your Classes

    .

    Wix Bookings: Managing the Participant List for Your Classes

    Note: If clicking the link doesn't open an email message, you must first define a default mail client.


Tip:


You can also contact participants using the Wix app.



Managing your participants' contact cards


Whenever a new client books a service or interacts with your site (e.g. messages you, buys a product from your store), they're automatically added to your contact list.


The contact card is a useful way to manage your clients by adding labels, notes, reminders and attachments like health forms. You can also create an invoice, book an appointment or even start a chat from their contact card.


To manage your participants' contact cards:


  1. Go to Booking Calendar in your site's dashboard.

  2. Click the relevant class in your calendar.

  3. Click Manage.

  4. Click the relevant person's name to open their contact card.

  5. Choose what you want to do next:


The Contact Panel may vary depending on your site's features. You can drag the tabs to rearrange their order. Click here to learn more about editing your contacts.

Click the Overview tab and choose what you want to edit:

  • Contact info: Update or edit the client's contact info.

  • Bookings: View a client's upcoming bookings including the time, date, location and payment status of the session.

  • Attachments: Upload and store any important files or documents associated with the client so you can view them any time.

  • Labels: Keep your contacts organized by adding labels, such as experience level or certifications. Every session a client books also adds a label to their contact card. Learn more about creating and using contact labels.

  • Notes: Add any extra information about the client that you might need to refer to later. Only you see these notes.

  • Tasks: Create and manage tasks for your contact. Set a due date for each task.

  • Loyalty Points: Customers who are site members can redeem loyalty points for rewards. Learn more about managing your customers' loyalty points.

  • Workflows: Link a client to a workflow so you can track their progress.

  • Segments: Organize your contacts into segments to target the right people when sending an email campaign or reaching out to your audience. Learn more about creating a segment.

  • Member info: Manage your site members and see details about your site members. You can manage them by add member roles and see their info.

  • Tasks & Reminders: Add tasks for a client and set a completion date.


Click the Inbox tab to start a chat, or send an SMS, email, or Booking Service link so they can book their next session.

Wix Bookings: Managing the Participant List for Your Classes

Tip:

You can add Saved Replies

Wix Bookings: Managing the Participant List for Your Classes

, Payment Requests

Wix Bookings: Managing the Participant List for Your Classes

, Emojis

Wix Bookings: Managing the Participant List for Your Classes

, Attachments

Wix Bookings: Managing the Participant List for Your Classes

and more to your messages. Learn more about sending messages in Wix Inbox.


Tip:


You can also access your clients' contact cards from your contact list.



Viewing responses to custom fields in the Booking form


If you add custom questions to the booking form for a class, you can view client responses by clicking on their name on the list.


Learn more about viewing Booking Form responses.


A screenshot showing how to view responses to custom fields in the booking form.


Exporting the participant list for a class


You can export the participant list from your classes, so you can open it in Excel, share it using Google Docs, or print it out.


Important:


Exported files are in English only, even if your account is set to another other language.


To export the participant list for a class:


  1. Go to Booking Calendar in your site's dashboard.

  2. Click the relevant class in your calendar.

  3. Click Manage.

  4. Click the Export icon

    Wix Bookings: Managing the Participant List for Your Classes

    in the top right, under + Add Participant.

  5. Choose what you want to export:

    • All: Export the entire participant list for the class.

    • Filtered: Export a filtered version of the participant list for the class. For example, you can filter by unpaid payment status.

    • Selected: Export only the selected participants.

  6. Click Export.


A screenshot showing how to export the participants list for a class.

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