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Pickleball Facility Setup
Module 3: Lessons and Pro Management
Book Lessons on a Scheduler
Book Lessons on a Scheduler

Module 3 (10/11)

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

INTRODUCTION

  • Feature Summary: System users and instructors book lessons on behalf of members on one of two schedulers: MY SCHEDULE or INSTRUCTORS.

  • Use Cases: Schedulers can be used to complete member tasks, such as lesson bookings and equipment reservations. Admins and club managers can also review an instructor's hours summary.

Module 3 is an eleven-part quick-start guide highlighting the key steps admins should complete when creating and setting up lessons and instructors. This article is Part 10.

  1. Part 1: Create Pickleball Instructors

  2. Part 2: Configure Pickleball Sub-Admin Permissions

  3. Part 3: Manage Pickleball Instructor Types

  4. Part 4: Manage Pickleball Instructor Availability

  5. Part 5: Create Pickleball Lesson Types

  6. Part 6: Set Pickleball Lesson Rates

  7. Part 7: Set Pickleball Instructor Scheduling Restrictions

  8. Part 8: Add Pickleball Instructors to an Event

  9. Part 9: Set Up Book a Pro

  10. Part 10: Book Lessons on a Scheduler

  11. Part 11: Open Pickleball Reports

Instructors use MY SCHEDULE to book lessons with their clients. Admins use the INSTRUCTORS scheduler to book lessons for any club instructor.

Players can book their own lessons on the member portal if the Book a Pro page is enabled. Learn more.

SETUP REQUIREMENTS

MY SCHEDULE page overview

To open MY SCHEDULE, log into the admin dashboard. Go to the side menu and click SCHEDULER > MY SCHEDULE. Please note that this scheduler will only show for system users that are assigned the Instructor role.

  1. Click DAY or WEEKLY to change the table display.

  2. This figure shows the instructor's booked hours for the current week.

  3. Click the icon to see a breakdown of lessons, events, and reservations.

  4. Hover the mouse and click the i icon. A popup displays key booking data.

  5. Click this icon to check in players.

  6. Click this icon to open a new window and review payment details. System users and instructors (with permissions) can process payments from that window.

  7. Hover the mouse and click the booking time to review or edit settings.

  8. Hover the mouse and click player names to open the payment window (same as #6).

Booking a lesson

To book lessons:

  1. Select a date and time.

  2. Click the Schedule button. A popup displays.

Fill in the fields (see below) and click Save.

Filling in the fields

  • Lesson Type - Click the field and select a lesson type option.

  • Start / End times - Use the clock icons to set the start and end times.

  • Recurrence - If this is a recurring reservation (e.g. every Monday at the same time), click the field and select an option. The default setting is None.

Instructors

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

  • Send Confirmation Email to Instructor(s) - This box is checked by default (recommended). If unchecked, CourtReserve does not send the instructor an email notification about this booking.

Players

  • Search for Players - Click the field and enter the first three letters of a member's name (first or last name). Select a member's name for the reservation. Repeat to add more members. If a player's name is not in the system (e.g. a guest), click the green button and complete the Create Member form.

  • Send Confirmation Email to Player(s) - After adding one or more players, CourtReserve displays the confirmation email field. Check the box to send a confirmation email message to each member on the booking.

Other fields

  • Court Type - Click the field and select a court type (e.g. Pickleball).

  • Court - Click the field and book one or more pickleball courts.

  • Display Message for the Schedulers - Enter an optional message in the field that displays on the admin side. It's not visible on the member portal.

  • Hide on Public Scheduler - Check this box to hide reservation details on the public scheduler view on the member portal. If hidden, the court booking appears as Reserved and does not show the members involved.

INSTRUCTORS page overview

To open this scheduler, log into the admin dashboard. Go to the side menu and click SCHEDULER > INSTRUCTORS.

System users can create lesson bookings for any instructor on this scheduler. See above for lesson-creation instructions.

This scheduler has a number of features that can help club managers get a quick overview of instructor bookings.

  • Select a Weekly view to see all blocked periods of lessons for all instructors at one time.

  • Click the same button to switch to Day view and select one instructor's name on the drop-down menu.

  • Click the Hours Summary button to see total lesson, event, and reservation hours (per week) for all instructors in a table format.

FEATURE USAGE - ADMINS' PERSPECTIVE

CourtReserve displays the booked lesson time on the scheduler. The booking shows the internal note, if added, and membership type short codes for the members/players.

FEATURE USAGE - USERS' PERSPECTIVE

On the member portal, CourtReserve blocks the time slot on the calendar and displays a Reserved note but no details unless the member is part of that booking, or unless Hide Reservation Details is disabled under Settings > Portal Settings > Setup.

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?

  1. Read Module 3, Part 11: Open Pickleball Reports

  2. Read Module 3, Part 1: Create Pickleball Instructors

  3. Read Module 3, Part 2: Configure Pickleball Sub-Admin Permissions

  4. Read Module 3, Part 3: Manage Pickleball Instructor Types

  5. Read Module 3, Part 4: Manage Pickleball Instructor Availability

  6. Read Module 3, Part 5: Create Pickleball Lesson Types

  7. Read Module 3, Part 6: Set Pickleball Lesson Rates

  8. Read Module 3, Part 7: Set Pickleball Instructor Scheduling Restrictions

  9. Read Module 3, Part 8: Add Pickleball Instructors to an Event

  10. Read Module 3, Part 9: Set Up Book a Pro

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