Setting Up Service Calendars for Your Yoga Studio

What Is a Service Calendar?

A service calendar is a scheduling tool in your CRM that allows you to define services, assign staff, and manage resources like studio rooms and equipment. For a yoga studio, this means creating calendars for yoga classes, private sessions, or workshops, each linked to the appropriate instructor, space, and gear. This setup helps streamline bookings and prevent scheduling conflicts.

Key Benefits of Service Calendars

Service calendars offer several advantages for yoga studios:

• Automated Booking: Clients can schedule appointments online without needing to call.
• Resource Management: Assign specific studio rooms and equipment (like mats or props) to avoid double-booking.
• Staff Scheduling: Match instructors to services based on their availability.
• Service Grouping: Organize offerings into categories, such as group classes or private sessions.
• Flexible Menus: Allow clients to book multiple services in a single session.
• Professional Branding: Customize booking pages with images and colors to reflect your studio’s style.

Adding Staff Members and Setting Availability

Before creating services, add your instructors and define their schedules.

1. Go to Settings → My Staff → Add User.
2. Enter the staff member’s name, email, and extension number. Set permissions and specify availability (e.g., Monday–Friday, 9 AM–5 PM).
3. Click Save to add the user.

Creating Service Groups

Groups help organize related services, and each group has its own booking link.

1. From the Calendars menu, click Calendar Settings in the top-right corner.
2. Go to Preferences → Account Preference and enable the Service Menu option.
3. In the Calendars tab, click + New Group on the left sidebar.
4. Enter a group name, description, and URL slug. Choose a template type and click Create.

Creating a Service Calendar

Set up a calendar for a specific yoga service.

1. Select a group from the left sidebar and click Create Calendar.
2. Navigate to Calendars → Service Menu → Create Service Menu, then choose Service Booking.
3. Enter service details: name, assigned staff, custom URL, duration, and availability. Click Advanced Settings for more options.
4. In the Service Details tab, upload a logo, add a description, assign the service to a group, and set a custom URL.
5. Under Appointment & Staff, set the invite title, assign team members, define the meeting location (e.g., studio room or video link), and choose a color for calendar visibility.
6. In the Rooms tab, assign a physical space (like a specific studio room) where the service will take place.