Tips · Tip
Book a pupil’s term in one go
A one-to-one pupil needs three things set once: the weekly slot, a membership to pay from, and a way to give back a lesson they had to miss.
Set the weekly slot
On Bookings › Waitlist, under “Standing appointments”, press “New standing appointment”. Choose the client, the service and the teacher, pick “Weekly” or “Fortnightly”, set an end, and press “Book the series”.
Set up the membership
On Loyalty & gift cards › Memberships, press “Subscribe” on a visits or hours plan and pick the pupil; send the payment link, or activate it when they pay at the desk.
Use it at checkout
At each lesson’s checkout, tick the membership line: a visits plan uses one visit, an hours plan the lesson’s minutes.
Give back a missed lesson
On the pupil’s subscription, give a make-up credit with the reason; the membership gets a visit, or the minutes, back.
Read next
Book standing appointments and recalls
Set up a visit that repeats weekly, fortnightly or monthly, book a single follow-up months ahead, and end a series when the client stops coming.
Sell a membership and keep it running
Subscribe a client to a plan, activate it when they pay, use it at the till, renew it by link or on the client’s card, and give back a missed visit.
Create a membership plan
Offer a visit pack, an hours pack or a discount membership that clients buy for a set period.
More in Tips
- Publish the rota before you share your booking link
- Put your booking link in your Instagram and Google profiles
- Print the QR code for your counter and mirror
- Let clients get reminders in Telegram for free
- Reminders go out by themselves — time them per service
- Set quiet hours so automated messages never arrive at night
- Press ⌘K to find anything
- Arrange your dashboard around your day
- Set up roles before you invite your team
- Check for duplicate clients after an import
- Capture a lead from Telegram in one message
- See your Setvos appointments in your phone’s calendar
Open in Setvos
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