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Guide

Set up class bookings

A step by step guide to class bookings in Sequence/OS: publish your booking page, add classes and courses, connect Stripe for card payments, run waitlists and class passes, set booking and cancellation windows, mark attendance, and cancel or refund without losing the record.

Works the same on the web and in the iPhone app.

Step 1

Create your booking profile

Open Bookings and fill in My Yoga Business: your teaching or business name, a short introduction, your photographs and, if you have one, your website and Instagram.

  • Your web address is suggested as you type, for example sequenceos.app/book/liz-mellor. Edit it before publishing if you want something shorter.
  • A contact email is required. Every booking reply and notification comes back to that address.
  • Pick a design: Studio Noir, Botanical, Sunroom or Afterglow. It sets the look of both your page and your emails.
  • Choose whether your page is listed. Listed pages are included in the Sequence/OS sitemap for search engines; unlisted pages work only for people you send the link to.

Step 2

Connect Stripe if you want to be paid by card

Tap the payment setup button and complete Stripe's onboarding. This creates your own Stripe account, in your own country and currency, so a UK teacher is paid in pounds and a US teacher in dollars.

Sequence/OS takes a 1% platform fee. Stripe's own card fee applies separately and varies by country (see your Stripe dashboard). Free classes need no Stripe account at all.

Step 3

Add your classes

  • Title, photo, price, date, time, place and how many places there are.
  • Repeat weekly to build a course, with block pricing if you want the whole course sold as one.
  • Attach a class plan you have already written, create a new one now in the class builder, or decide later.
  • Tick Also add this class to my teaching calendar and every date appears in your calendar.
  • Duplicate a class you teach often rather than typing it out again.

Step 4

Set your booking rules and reminders

Rules and passes, at the foot of your booking profile, sets how bookings behave by default. Any single class can override them.

  • How close to the start time students can still book, from right up to the start to a week before.
  • How close to the start time students can still cancel their own place.
  • Automatic reminder emails 24 hours and 2 hours before a class, each one switched on or off separately.
  • The wording on your public page follows whatever you choose, so nobody books a class they cannot get to.

Step 5

Offer class passes

A pass is a balance of credits rather than a bundle of fixed dates, for example ten classes valid for twelve weeks. Students buy it once by card, then spend a credit whenever they book.

  • Name it, set the number of classes, the price and how many weeks it stays valid.
  • Turn a pass off when you stop selling it; passes already bought keep working until they run out or expire.
  • Remaining credits show against each student in Clients, so you always know where they stand.

Step 6

Run a waiting list when a class is full

  • Once every place is taken, students can join the waiting list with their details and health form.
  • If someone cancels, the next person on the list takes the place and is emailed to say they are in.
  • For a paid class they are offered the place with 24 hours to pay, rather than being charged unexpectedly.
  • Open a class to see the waiting list in order, and remove anyone who no longer needs a place.

Step 7

Mark attendance after class

  • Open the class and mark each student Attended or No-show, or mark everyone attended in one tap.
  • Cancel a place on a student's behalf, which offers it to the next person waiting.
  • Each student's history sits in Clients: what they came to, what they missed, and any credits left.

Step 8

Share your page

Copy the link from the top of your bookings screen, or use View my page and Share link. Put it in your Instagram bio, on a studio poster, and at the foot of your emails. It never changes unless you change it.

Step 9

Look after student information

  • Moving over from another booking system? Use Import existing clients in Clients to bring your list across from a spreadsheet. Health forms do not transfer, so every imported client fills in a fresh form at their first booking.
  • Students fill in a health form the first time they book, and confirm anything that has changed on later bookings.
  • Answers are encrypted and visible only to you. Each time you open a form, that access is logged.
  • Flagged considerations show next to a student's name in the class list, on your calendar and in Clients.
  • Set how long forms are kept, and action deletion requests, on the privacy screen.

Step 10

Change, cancel and refund

  • Change a class and everyone booked is emailed the new details automatically.
  • Cancel one date, or all remaining dates of a course, without deleting the course itself.
  • Choose a Stripe refund, or carry the payment over to another class.
  • Cancelled classes stay on record, so your history and your accounts stay complete.

Frequently asked questions

Where do I find bookings?
On the web, open Bookings from the bottom bar. On the iPhone app, open the Bookings tab. Both use the same account and the same data.
Why is my page not showing up when I search for it?
New pages take days or weeks for search engines to pick up. Make sure your page is published and listed, then share the address directly with your students in the meantime. Listed pages are added to the Sequence/OS sitemap automatically.
Can I take bookings without taking payment?
Yes. Leave a class free and students simply reserve a place. You can connect Stripe later, whenever you want to charge.
What happens when a class is full?
Students can join the waiting list instead of being turned away. If someone cancels, the next person on the list is moved into the free place and emailed. If the class is paid, they are offered the place with 24 hours to pay, rather than being charged without warning.
Can students cancel their own place?
Yes, up until the cancellation cut-off you set. Their place then passes to the next person waiting, and you see the change in your class list.
What happens to a class after it has started?
It stops accepting bookings and stays visible for the length of the class, so it does not vanish from your calendar the moment you begin teaching. The record and its bookings stay with you.

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Your booking page takes about ten minutes to set up.