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Enrolling Clients in Courses

To enroll a client in a course, staff members must first process the payment for the course.

In This Article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff

Client Course Enrollment

  1. At the top of any Pike13 page, click Schedule, and find the course your client wants to sign up for.
  2. On the course page, click Enroll clients.
  3. On the Choose Clients page, regularly attending clients are listed separately from those already signed in and all other clients.
    1. Click on any existing client you wish to enroll.
    2. To find any client not immediately displayed, type in the search box.
    3. If the client is new to your business, click Create a New Client at the top, enter the client profile info, then click Finish.
  4. Click Finish at the bottom of the page. This will take you to the shopping cart to purchase the Course.
  5. Click on the GearLight_button.png gear icon if you need to modify the enrollment fee.
  6. Click Secure Checkout.
  7. Once the course is paid for the client will appear in the course roster.

Note

Any staff member can enroll a client in a course. When enrolling a client in a course, the enrollment fee must be paid upfront. Staff can discount the enrollment fee if needed.

If the course starts within 30 minutes of enrollment, attendance is automatically confirmed.

If the course starts more than 30 minutes after enrollment, attendance will need to be confirmed on the Roster or via the Kiosk App.

Warning

Client or Branded App Limitation

The Client App supports Classes and Appointments only. Courses need to be purchased from a desktop or mobile browser.