Guides by topic

Recurring bookings and packages

Control series, credits, capacity, waitlists, and exceptions without corrupting individual appointment states.

An adult studio class has a finite set of places, one newly empty place, a receptionist checking the attendee roster, and a waiting customer being invited through the door.
A class has one occurrence and many attendee states.Capacity, held places, confirmed attendees, cancellations, and waitlist offers must change without rewriting everyone else's booking.

Open a detailed guide

Choose the task that matches what you need to decide or fix now.

Before you compare software

Start with these five checks

  1. Series conflict policy
  2. Occurrence versus series edits
  3. Credit ledger
  4. Capacity and attendee state
  5. Waitlist promotion rule

Four connected areas

Use these four areas to see which part of the booking setup needs attention.

Recurring series and conflicts

Define recurrence patterns, unavailable dates, alternative outcomes, and occurrence-versus-series changes.

What happens when only some future dates are unavailable?

Packages and memberships

Track credits, redemption, expiry, rollover, pause, refund, billing, and staff/customer balances.

Can both sides explain exactly how many sessions remain?

Classes, groups and events

Manage capacity, attendee records, guests, group payments, cancellations, and substitutions.

Is this a recurring appointment or a capacity-controlled class?

Waitlists and irregular multi-date bookings

Define offer order, expiry, promotion, irregular dates, partial availability, and multi-service itineraries.

What happens after one place becomes free?