Setting up Your Drop-In

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Before you are able to start charging drop-in clients on the Coachboard or Online Sales Portal, you will need to configure your Drop-in session template. 

In this article, we will cover:

Setting up Your Drop-in Membership Template

To configure your Drop-in Session: 

  1. Go to Wodify Admin > Classes > Memberships > Session Templates
  2. On this list, click Drop-in
  3. Session Details:
    • Brief Description: Enter a brief description of your Drop-in which will be displayed in the online sales portal
  4. Payment Methods: 
    • Enable Drop-In Payments on the Coachboard: allows you to accept payment in person from a Drop-In
    • No Charge Available on the Coachboard: Toggle this on if you want staff to waive the Drop-in fee for visitors
  5. Fees: 
    • Tax: select a tax rate from the picklist
    • Non-Wodify Client Drop-in Fee: configure your standard drop-in fee
    • Wodify Client Drop-in Fee: You can also offer a specialized rate for clients who are current clients at another Wodify business - or keep these two rates the same.
  6. Click 'Save '

 

How to Edit your Drop-in Automated Email Templates

Wodify provides two automated email templates that are triggered when a client signs up for a Drop-in on your Online Sales Portal. This is a great place to include special class instructions or directions to your facility. 

  • If you choose to customize these messages, be sure to not adjust the fields listed in closed brackets [], as these fields pull directly from your Wodify environment. 

To Edit Your Drop-in Email Templates:

  1. Go to Wodify Admin > Communication > Automated Emails > Classes
  2. On this list, click Drop-in 'Edit'
  3. You'll see two automated emails here:
    • Initial Email - Sent immediately after a client purchases a Drop-in session. 
    • Follow-Up: Attended Email - Sent shortly after the session that the client attended. 

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How to Enable Drop-in Reservations and Payments on your Online Sales Portal:

Setting your Drop-in live on your Online Sales Portal, will allow clients to view which classes are available, sign a waiver (if enabled), and checkout and pay all before entering the facility. 

To Enable Drop-in on your Online Sales Portal:

  1. Go to Wodify Admin > Business > Sales Portal
  2. Check to enable Drop-in
  3. Then, click Edit
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  4. Select the Programs Associated with Drop-In Availability
  5. Select the Classes Available to Drop-In Reservations
  6. Pay Later at the Business: (Optional) Allow Drop-ins to pay when they enter the facility
    • It is good to note that we do not recommend this option as they will be reserved for the class without payment information yet on file for their class booking.
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  7. Click 'Save'

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More Information

Now that you've configured your Drop-in, check out these help article for the next steps:

Tip: Wodify Blueprint Course: Drop-ins and free trials

If you need any additional assistance with setting up your Drop-In, feel free to reach out to us at
support@wodify.com.

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