In OptiMantra, please open Settings > Services > Classes to create classes
Note: First, ensure all practitioners are set up as users: Settings > Business > User Management
Add Classes
Settings > Services > Classes
Here, add a new class
For each new class, add
Class Name
Class Description - description for online booking
-
Published - published means it is available for online booking and for in-office scheduling; 'no' means it is not open for scheduling
For in-office scheduling, the class will show up as a block on the Scheduling page
Duration (in minutes) - how long is the class
Cost - how much is class
If payment is required before booking - setting this to “yes” will work only if you have an integrated payment processor
Maximum Participants - if there is no maximum number of participants, set to a high number
Practitioner - select one or more
Locations - select one or more
Dates of class - as many as applicable
Go to 'View Class Participants' to see which participants joined each class by date. You may send a group email to class participants from the Scheduling page (see below for instructions).
Embed Classes Online
To embed the link for patients to book a class, please use the button on the
Settings > Scheduling > Online Booking > Location Settings section
*Please ensure you select the correct location associated with the class
You can link the overall classes scheduling page on your website, Facebook page, Twitter, etc. using the “Book A Class” URL
You can also get individual links to specific class pages to share those separately by navigating to the desired classes webpage (from the booking link above) and copy-pasting that specific class URL
Book Classes In the Office
Once your class is published, you may book patients who call in or when they are in office. The class will show up on the Scheduling page on the date of the class:
To add patients, double-click into the class > Add Participants > Save & Close.
Send Group Emails to Class Participants
To send a group email to all class participants (e.g., you want to send a Zoom link to join), double-click into your class on the Scheduling page > Send Group Email.
Before sending a group email, we recommend reviewing our article on SendGrid setup for group emails.