Set Up Offers

In this guide, we'll walk you through a step-by-step checklist showing how to set up your offers correctly for appointment booking.

You might find it helpful to print this checklist or save it as a PDF.

In this article

• Understanding group and individual offers
• Set up a group offer
• Set up an individual offer
• Set up online offers

Understanding group and individual offers

keinaufwand distinguishes between two offer types: group offers and individual offers.

Group offers are offers that take place with several people at a set time or that people can attend on their own during a specific time window. For example:

• Weekly group classes, training sessions, workshops, etc.
• Open and unsupervised activities: weight room, open mat, meeting rooms

Individual offers are offers that always require a staff member. For example:

• Consultations, private lessons, office hours, massage, coaching, hair appointments, etc.

Set up a group offer

If you want to set up a group offer, follow these steps:

• Add a group offer
• Add a location
• Add group classes with the group offer to the location

For group classes that people can attend at any time during a specific time window, some group offers require supervision by a staff member at the first appointment.

Example: The weight room offer can be used by several people at the same time during a specific time window. Trial classes are possible but require an introduction by a staff member who explains the equipment. At later appointments, the customer can use the area on their own and no longer needs supervision.

To set up supervised first appointments for open group classes, follow these steps:

• Add a staff member
• Add the group offer to the staff member
• Add working hours to the staff member

Set up an individual offer

If you want to set up an individual offer, follow these steps:

• Add an individual offer
• Add a location
• Add a staff member
• Add the individual offer to the staff member
• Add working hours to the staff member

Set up online offers

The only difference between online offers and location-based offers is that they take place at a digital address instead of a physical one.

These digital addresses are URLs of online video chat services such as Zoom, Whereby, Jitsi Meet, or any other service that lets you hold video chat meetings.

We currently support online appointments for individual offers. Online appointments for group classes are still in the works.

To make an individual offer available for online appointments, follow these steps:

• Add an individual offer
• Add a staff member
• Add the individual offer with a video chat URL in the Online section to the staff member
• Add working hours to the staff member