Set Up Book a Pro

Module 3 (9/11)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Pickleball players can book a lesson with a club instructor on the member portal.

  • Use Cases: The easy-to-customize custom scheduler helps system users efficiently manage staff and facilities while providing members with online access to a pickleball booking system.

PREREQUISITES

System users should ensure pickleball lesson rates and instructor availability settings are up to date.


SETUP REQUIREMENTS

By default, the CourtReserve system does not allow members to book lessons with a pickleball instructor on the member portal. If the club does not set up the Book a Pro page, members must contact the instructor or a system admin to book a lesson. Learn more.

The first step is to open the Book a Pro page.

  1. Log in to the admin dashboard.

  2. Go to the side menu and click SETTINGS > INSTRUCTOR SETTINGS > BOOK A PRO SETUP. A new page displays.

  3. Create or update a scheduler.

  4. Click Save.

To create a new scheduler, click the Create Instructor Custom Scheduler button. To update an existing custom scheduler, select a row and click Edit.

Filling in the fields

  • Scheduler name - Enter a unique name. This label is used for internal purposes and is not visible on the member portal.

  • Navigation Name in the Member Portal - This scheduler name is visible on the member portal.

  • Show Navigation Name in Member Portal - Check the box to display the custom scheduler name on the member portal.

  • Instructor Types - Select one or more instructor types to include on this custom scheduler. Based on the types selected, the range of eligible instructors could be limited.

  • Instructor - Click the field and select one or more eligible instructor names.

  • Lesson Types - Click the field and select one or more lesson types for the custom scheduler.

  • Lesson Type(s) Requiring Approval - Optionally, click the field and select one or more lesson types that require system user approval. If enabled, the user's booking is pending until approved. If blank, bookings are auto-approved. To approve, admins go to the side menu and open the TO DO page.

Court preferences

Click the field and select an option.

  • Required - System Selection - CourtReserve auto-selects a court when a member/player schedules a lesson.

  • Required - Player Selection - The player selects a court when booking a lesson time.

  • Court Optional - If selected, assigning a court to the lesson is not required.

  • Show No Courts, Require No Court Selection - An ideal option for clubs that want pros to schedule/reserve courts for their lessons. If enabled, the time/day of the lesson is booked on the custom scheduler but not the court.

Courts, schedules, and payment

  • Courts - Click the field and select one or more courts to display on the custom scheduler. The Courts field is not visible if Court Preference is set to Show No Courts, Require No Court Selection.

  • Scheduler Booking Type - Select an option: show the calendar and enable lesson bookings or just show the calendar (View Only).

  • Show Scheduler to Following Membership(s) - Optionally, click the field and select which membership types can view the custom scheduler. The default setting is ALL.

  • Show Book A Pro Scheduler for Non Logged in Users - The default setting is disabled. Check the box to make the customer scheduler visible to all portal visitors, logged in or not. If enabled, the page displays a hidden field. (see below)

  • Days In Advance To Show for Anonymous Users - If non logged in users can see the scheduler (above check box selected), this field displays. Click the field and set the number of days in advance lesson time availability displays on the custom scheduler.

  • Require Payment Profile - If enabled, this setting requires members to have a credit card (or ACH payment processor) on file so that payments can be completed.

  • Require Up-Front Payment - If enabled, the platform prompts the member to complete payment within 15 minutes. If payment is not made, CourtReserve does not save the reservation.

Time

  • Time in Advance an Instructor Can Be Scheduled - Set the advance booking period for instructor lessons. Enter days and hours.

  • Days in Advance to Show Instructor Availability - Decide when an instructor's availability is visible on the member portal. For example, a system user could let players book lessons 14 days in advance, but they can see the calendar 30 days in advance.

  • Time to Open Next Reservation Day - This optional field sets an exact time to open lesson bookings (e.g. lessons open at 9 am on the 14th day in advance).

  • Allow X Minutes of Buffer Time Before Scheduling a Lesson - Decide when to close a booking period ahead of the lesson start. For example, if the system user enters 30 minutes and a lesson starts at 3 pm, the instructor cannot be booked at 2:45 pm.

  • Show Times on Schedule Button - Check this box to display times on the schedule button. The default setting is disabled.

  • Scheduler Interval (minutes) - Set the length of each booking block. Click the field and select an interval on the drop-down menu. For example, if the system user sets the interval to 90 minutes and the court opens at 9 am, booking blocks would be 9-10:30, 10:30-12, 12-1:30, etc.

  • Show Book a Pro Scheduler From / To dates - Click the calendars and set a specific date range (e.g. Winter Scheduler, Summer Scheduler, etc.) to show the scheduler. Outside this range, the scheduler is not visible on the member portal.

  • Scheduler Starting / Ending Reservation dates - Click the calendar icons and set a date range to accept bookings.

  • Prevent a "Sandwich" Time of X Minutes - Stop players from creating unbookable blocks of time. For example, if the sandwich time is 30 minutes and a lesson ends at 10 am, a player cannot book a lesson to start at 10:30 am. Instead, the player must book a lesson at 10 am or 11 am.

Lesson settings

  • Hide Lesson Details - If this box is checked, the custom scheduler displays UNAVAILABLE in a time slot booked by another player. If not checked, the custom scheduler displays booking details such as the players' names and lesson type.

  • Allow Lesson Cancellations - Disabled by default. If the system user checks the box, CourtReserve displays two fields. (see below)

  • Prevent Member from Cancelling a Lesson Within X Hours - Enter the number of hours before the lesson starts to create a window when cancellations are not possible.

  • Message To Show Member If Lesson is Outside Cancellation Period - Display an optional message for members when a cancellation attempt fails.

  • Allow Lesson Edits - Disabled by default. If the system user checks the box, CourtReserve displays four options. Enter the number of hours before the lesson starts to set the end of the edit period. Optionally, limit what information the user can change by checking or unchecking boxes for lesson type, lesson player, and lesson time.

Availability

Click a clock icon to set the start and end time of lesson availability for each day of the week. Check a box in the Is Unavailable column to remove lesson availability for the day. Click the Save button at the bottom of the page to keep changes.

The earliest and latest start and end times are set on the SETTINGS > ORGANIZATION SETTINGS > General page. If an instructor wants to schedule availability before or after those hours, a system admin must change the times on the General page.

FEATURE USAGE - USERS' PERSPECTIVE

The member logs in and clicks the custom scheduler link in the member portal navigation menu. If there is more than one instructor scheduler, a drop down displays.

On the custom scheduler, the member should:

  1. Select a date.

  2. Choose an instructor column (if there are multiple instructors).

  3. Click an available time slot.

The user completes the required fields (lesson type and duration) and clicks Save. Optionally, the user can add players (depending on lesson type).

Required payment

If the system user enabled the Require Up-Front Payment option (see above), CourtReserve displays the payment page after the player clicks Save. The user can pay now.

When payment is complete, CourtReserve displays a receipt and emails the player a confirmation.

Payment not required

If the system user does not enable the Require Up-Front Payment option, CourtReserve displays the amount owned when a player books a lesson but does not display the checkout.

Hide Lesson Details

If this box is checked (see above), CourtReserve hides lesson details on the custom scheduler.

If the box is not checked, the member portal displays lesson details on the custom scheduler.

VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 3's video that covers the information in this article.

Watch the entire Module 3 video to learn about lesson and instructor management.

What's next?


โ€‹

Did this answer your question?