Arketa

Add a client to a class

How to add an existing or new client to a class from the check-in screen, with or without payment.

You can add clients to a class directly from the check-in screen — whether they have an existing package, need to purchase something new, or you want to add them for free.

Add a client with an existing package or subscription

Open the check-in screen

Go to Full Schedule and click the class.

Click Add New (or press C)

Click Add New in the top right corner, or press C on your keyboard.

Search for the client

Type their name, email, or phone number.

Select their payment method

Choose from their available packages, subscriptions, or other payment options.

Add to class

Confirm and they're in.

Add a new client and complete a purchase

If the client doesn't have an account yet:

Click Add New

From the check-in screen, click Add New.

Create a new client

Enter their name, email, and any other information.

Select a pricing option

Choose the package, subscription, or drop-in they're purchasing.

Add a payment method

Enter their card details or select another payment method.

Click Buy Now

This purchases the pricing option and adds them to the class in one step.

Quick purchase (for returning clients)

If you need to sell something fast — a drop-in, retail item, or add-on — use the quick purchase shortcut:

  1. Press ⌘K (Mac) or Ctrl+K (Windows) to open the POS search
  2. Find the item
  3. Select payment method and confirm

More about the quick purchase flow →

Add a client for free

To add a client without charging them (instructor covering a class, comp session, etc.):

  1. Click Add New
  2. Search for the client
  3. Under payment method, select Unpaid or Free
  4. Add to class
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