How to Create a Class

Learn how to create recurring class series that automatically generate individual sessions. Classes allow you to set up repeating schedules (like "Yoga every Monday at 9am") and manage them as a single entity. Follow the 4-step wizard to create classes with scheduling, payment, and registration options.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage schedules (typically organization owners and admins have this permission)
• At least one location set up (if classes take place at physical locations)
• At least one provider/instructor added (if you want to assign instructors)
• A registration form created (required for Step 4)

Steps

Step 1: Navigate to Create Class

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, click Calendar in the left sidebar
3. Click Create button in the top right
4. Select Class from the dropdown menu
5. You'll see the "Create a Class" page with a 4-step wizard

What happens next: The wizard will start at Step 1, showing you the steps you need to complete.

Step 2: Complete Step 1 - Class Details

1. Name: Enter a clear name for your class (required)

   • This is what customers will see
   • Example: "Morning Yoga" or "Kids Karate"
   • If you leave this empty and try to proceed, you'll see "Please enter a class name"

2. Color: Choose a color for your class

   • This color appears on your calendar
   • Helps you visually identify classes

3. Description: Add a detailed description (optional)

   • Describe what the class is about
   • Include important information customers should know

4. Click Next to proceed to Step 2

   • The step indicator will show Step 1 as complete (green checkmark)
   • You'll move to Step 2: Scheduling

What happens next: Step 1 will be marked as complete, and you'll move to Step 2.

Step 3: Complete Step 2 - Scheduling

1. Add Time Slots: Click to add your first time slot

   • Day of week: Select which day(s) the class meets (e.g., Monday, Wednesday, Friday)
   • Start time: Set when the class starts (e.g., 9:00 AM)
   • Provider: Select the instructor (optional but recommended)
   • Location: Select the location (optional but recommended)
   • Start date: When the class series begins
   • End date: When the class series ends (or leave open-ended)

2. Add More Time Slots (if needed):

   • Click to add another time slot
   • Set different days/times for the same class
   • Example: Monday 9am and Wednesday 6pm for the same "Yoga" class

3. Duration: Set how long each class session lasts

   • Enter duration in minutes (e.g., 60 for 1 hour)

4. Click Next to proceed to Step 3

   • The step indicator will show Steps 1-2 as complete
   • You'll move to Step 3: Payment
   • If you haven't added any time slots, you'll see "Please add at least one time slot"

What happens next: Step 2 will be marked as complete, and you'll move to Step 3. Sessions will be automatically generated based on your time slots.

Step 4: Complete Step 3 - Payment Options

1. Configure payment options:

   • Free: Toggle on if the class is free
   • Paid: Set a price if payment is required
   • Punch Card: Enable if customers can use punch card credits
   • Subscription: Enable if subscription holders get access

2. If you selected Paid, enter the Price:

   • Enter the amount customers will pay per session
   • Minimum price is typically $1.00

3. If you enabled Punch Card, configure:

   • Select which punch card products can be used
   • Configure how many credits each product provides
   • Set expiration settings if needed
   • You may need to configure punch card usage details

4. Click Next to proceed to Step 4

   • The step indicator will show Steps 1-3 as complete
   • You'll move to Step 4: Registration
   • If payment options aren't configured correctly, you'll see an error message

Note: You can enable multiple payment options. For example, customers can choose to pay with a credit card or use punch card credits.

Step 5: Complete Step 4 - Registration Details

1. Registration Form: Select a form (required)

   • Choose from your existing forms
   • Forms must have first name, last name, and email fields
   • If you don't have a form, create one first

2. Capacity: Set maximum registrations per session (optional)

   • Enter the maximum number of customers who can register per session
   • Leave empty for unlimited capacity

3. Waitlist: Enable waitlist if desired (optional)

   • When a session is full, customers can join waitlist
   • You can promote customers from waitlist later

4. Registration Windows: Set when registration opens and closes (optional)

   • Registration opens: How many minutes before class registration opens
   • Registration closes: How many minutes before class registration closes

5. Refund Policy: Set automatic refund window (optional)

   • Refund if canceled before: Number of hours before class
   • Cancellations within this window get automatic refunds

Step 6: Create Your Class

1. Review all the information you've entered across all 4 steps
2. Check that:
   • Class name is filled in
   • At least one time slot is added
   • Payment options are configured (if not free)
   • Registration form is selected
3. Click Create class button
   • The button will show "Creating..." while your class is being created
   • If there are validation errors, you'll see error messages
   • If punch card products need configuration, you'll see a configuration modal first
4. You'll be redirected to the class edit page where you can see all automatically generated sessions

What happens next: Your class will be created and individual sessions will be automatically generated based on your time slots. Sessions are created for the date range you specified, defaulting to 3 months ahead. Customers can start registering for sessions.

Tips

• Use descriptive class names so customers know what to expect
• Set capacity limits to prevent overbooking
• Enable waitlists to capture interest when classes are full
• Require forms to collect waivers or important information
• Set registration windows to control when customers can register
• You can add more time slots later by editing the class
• Use scheduled changes to modify time, location, or instructor for specific date ranges

Troubleshooting

Problem: I don't see the "Create" button Solution: Make sure you have permission to manage schedules. Only organization owners and admins can create classes. Contact your organization owner if you need access.

Problem: I get "Please enter a class name" when trying to proceed Solution: Make sure you've filled in the Name field in Step 1. The class name is required and cannot be left empty.

Problem: I get "Please add at least one time slot" when trying to proceed Solution: You need at least one time slot to create a class. Click to add a time slot and fill in:

• Day of week
• Start time
• Provider (optional but recommended)
• Location (optional but recommended)
• Start date
• End date

Then click Next to proceed.

Problem: I get an error about payment options Solution: If you selected "Paid" as a payment option, you need to either:

• Enter a price for the paid option, OR
• Select at least one punch card product if using punch cards, OR
• Enable subscription access

If the class is not free, you must configure at least one payment method.

Problem: The "Create class" button is disabled Solution: Check that all required fields are completed:

• Step 1: Class name is required
• Step 2: At least one time slot is required
• Step 3: If paid, at least one payment option must be configured
• Step 4: A registration form must be selected

The button will enable automatically when all requirements are met.

Problem: I don't see sessions appearing on my calendar Solution: Sessions are automatically generated when you create a class. Check:

1. Date range: Make sure your time slot start and end dates are set correctly
2. Time zone: Verify the class timezone matches your location
3. Calendar view: Check that you're viewing the correct date range on your calendar
4. Filters: Make sure calendar filters aren't hiding your classes

Sessions are generated for the date range you specified in each time slot, defaulting to 3 months ahead.