Training Course Bookings are structured programmes made up of multiple sessions, running across several days or weeks. They can be set up as either Fixed Courses, where participants commit to the full programme following a set curriculum at a fixed price, or Rolling Courses, which offer flexibility by allowing customers to attend selected sessions within a course rather than a fixed sequence. In both cases, the system manages the sessions within Group Booking, ensuring clarity for scheduling.
In This Article
To add a Training Course booking from the admin area, navigate to the customers or pets profile and select Add Training (Session/Course) form the add booking button
You can also add bookings by going to the top left menus and selecting, Bookings > Add Bookings, then Add Training (Session/Course) option.
Training Course (Fixed) - Booking Form Fields
To book a training course, make sure the Course/Session toggle is set to Course.
Customer – Select the customer for whom you are making the booking.
- You can also create a new customer by clicking the blue plus icon.
- If the booking is made from the customer’s profile, this field will automatically populate with that customer.
Location – When using the Multi-Site plan, select the location where the service will be held.
Booking Type – Select the type of booking you are creating.
- Course – this will create bookings for one or more specific courses.
Area – This field will automatically default to the service you are booking.
Training Course – Select the training course required for the booking from the dropdown menu.
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Note: The course date appears alongside the course name in the dropdown menu. Because this type of course is fixed, the date cannot be selected or changed. |
- Training Courses can be created in “Courses, Sessions & Services” in the Settings menu. See HERE for more information.
Manage Courses- Opens the Training Course management area in a new browser tab, where you can edit existing courses or add new ones as needed.
Pets – Select the pet or pets that will be attending the course.
- You can also create a new pet by clicking the
button.
Notes - Use this field to add any additional information or booking details that may be required.
Personal Items - Use this field to add any additional information about personal items that the owner/pet may bring along to the session.
Add Extras - Enables you to include any additional extras that may be associated with the course.
A summary of the booking details, including pricing and invoice line items, appears on the right side of the screen when using a desktop device, or below the booking form on mobile devices. This section also displays the customer’s pets they own for reference.
Invoice Total – Shows the full amount payable for the complete course booking.
Once the booking form has been completed and the details reviewed, click the button to proceed with the standard booking process. The invoice will be created automatically ready for payment.
| If a course includes multiple sessions, these will automatically be created in the system as individual bookings within a Group Booking titled Training Course for (customers name). |
Training Courses (Rolling)
To book a Training Course that is rolling, follow the initial steps outlined above. Complete the booking form as described and
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IMPORTANT: At this stage, the invoice is created, but the bookings are not yet added to the system. You must return and add them manually. If a course is made up of multiple sessions, the system will generate a single invoice for the entire programme rather than separate invoices for each session. |
From the Training Course Overview page, additional bookings can be added by either opening the Bookings tab and clicking the Add Booking button on the right to proceed.
Or from the overview page either from the button or the
wording.
When you open the booking form, the details will be pre‑filled up to the point where you add dates.
Date - If the course runs across multiple sessions, all session dates will appear in the calendar.
Pick the date the customer will attend using the date picker — just one date can be selected at this point.
Once the booking form has been completed and the details reviewed, click to proceed.
If a course includes multiple sessions, each session must be entered individually to complete the full set.
For Rolling Courses set to repeat, the system ensures that only the allocated number of sessions can be booked within that group.
| At this stage, the booking does not need to be invoiced again, as the original invoice has already been generated. |
Viewing Courses Bookings
To view a customer’s course bookings, open their profile and select the Course tab. This section displays all active and scheduled bookings, including the scheduled dates, number of sessions, and any courses that require additional sessions. You can quickly access the Course Overview page by clicking the BKG reference number.
The Course Overview page provides a summary of course activity. It displays the number of sessions booked and completed, shows whether the associated packages have been paid, lists the pets attending, and offers the option to add further bookings
For More Information
On setting up sessions view - Training Sessions
On setting up courses view - Training Courses
On allocating staff times view - Staff Roster
On creating packages view - Packages - Settings
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