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  3. Scheduling a class

Practice Management on Embodia - Part 2: Scheduling

Classes
Introduction to classes on Embodia
Permissions and services
Scheduling a class
The patient experience

Your clinic manager needs to grant you permission before being able to schedule a class

To schedule a class, click on the My classes under Consults in the top bar. The "My classes" page will list your upcoming and completed classes. At the bottom of the page click on New class.

The popup form is very similar to the form used to schedule a regular one-on-one consult with the exception of a few additional fields at the bottom:

  • Maximum participants count: The maximum number of attendees. Once this number of participants has been reached, the registration will be closed.
  • Show the number of registrants on the class page: Check this checkbox if you want to want the current number of registrants to be visible to patients.
  • Require payment on registration: Check this checkbox if you want to require upfront payment on registration.
  • Allow payment with a clinic package: This checkbox will only show up if you have checked the "Require payment on registration" and your clinic has set up clinic packages. Check this checkbox if you want to allow patients to use clinic packages to pay for the class.
  • Clinic packages: If you have checked the "Allow payment with a clinic package", by default, any package can be used to pay for the class. In this field, you can restrict which packages can be used to register for the class
  • Upsell clinic packages: This checkbox will only show up if you have checked the "Allow payment with a clinic package" checkbox. Check this checkbox if you want to market your packages that are available for purchase from the class page.
  • Published: Check this checkbox if you want to publish the class. Only published classes will be visible to patients.

Once a class has been scheduled, there are additional settings that you can change from the class page, such as:

  • Thumbnail: the image that will appear in the class card
  • Description: A description of the class that will appear on the class page. Use this description to provide information about the class and entice your patients to register.

 

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