A Session is anything that requires access/attendance and occurs on a schedule across the course of the week e.g. Access to the pool area or a yoga class.

To create Session types head to Settings > Offerings > Session types > Add new session type > enter Session name > Create.

If you select the three dots next to the session type you will be able to 'Edit', 'Copy' or 'Archive', the session.

If you archive sessions you will be able to find them by toggling on the 'Archived session types' button. Here you will then see a list of all archived session types and you will be able to restore them by selecting the three dots > Restore.

If you select 'Edit' you will then be able to work through these steps within the Session type as required:

Details

Name - name of this session type
Description (Mandatory) - this will display to your customers on your Trybe Shop if chosen to be 'Public' or accessible 'By link only'.
Shop Image - Here you can upload an image that will be used for this Session type on the shop front. If no image is chosen Trybe's default shop image will appear. The image must be max 1mb and dimensions should use the aspect ratio 3 / 2.
Product code - add a code for this Session type. This will make it easier to see an overview of the session when it is in the calendar. E.g. the product code for Gym Session could be 'GYM'.
Categories - choose the categories this session comes under. As this is a Session type, you could select select 'Sessions' or 'Classes'. Customers will then be able to filter using these categories on the shop when making a booking. You'll need to create the categories first in your Settings > Categories.
Revenue centre - select the revenue centre that you want this Session type's revenue to go to. You'll be able to see a breakdown of your revenue by Revenue Centre in your Reports section. If you also have an Integration with your PMS system, Trybe will use the Revenue Centre to know where this needs to be posted to.

Visibility

Public - discoverable by anyone (if no restrictions on members etc). Select this is you want customers to be able to book this on your website.
By link only - only accessible to people who have the link (unique URL generated for this specific appointment type). This means it won't be indexed on search engines and won't be found on your category pages online.
Private - won't appear on your booking engine at all. Can only be booked by users via the app.

Please note that if session times are not set, this session type will not be visible online for customers to book and for users it will always show as unavailable. You will need to set up the availability of the session.

Member settings

Members only - toggle on if this session is only available if you have a membership.
- Permitted membership types (Restrict this item to certain membership types) - if you toggle on 'Members only' you will then be able to select which membership types should be allowed to book this session. If you want all membership types to be able to book then you can leave this section blank.
Membership booking windows - If depending on the Membership type you allow some members to book further in advance or closer to the booking date you can set up the rules dependent on the membership type of the customer. Simply toggle this option on to activate. You can then select 'Add new booking window'...
- Membership type - select the membership from the drop down menu. This will display all of the membership types in your system. View the guide on creating membership types here.
- Earliest booking - choose when to open up bookings. For example, if you select 7 days here bookings for 30th June will be available from 23rd June. You can leave this as 'None' if no restrictions are needed.
- Latest booking - choose when to close bookings. For example, if you select 4 hours here bookings for 5pm will be available until 1pm. You can leave this as 'None' if no restrictions are needed.

You can set up as many membership windows with different 'Earliest booking' and 'Latest booking' restrictions to as many membership types as you want! Select the three dots to 'Edit' or 'Delete' the booking window.

Booking settings

In this section you can enable some further tools to help you efficiently add and manage group bookings.

Maximum Orders - this is useful if you want to restrict the session to a private group or a certain number of groups of people. For example, you may offer Private Yoga classes, which can accommodate up to 10 people in the class but they must be from the same party/group. In that case you can limit the Maximum Orders to 1.
Group Booking - if this is toggled on, when you add Session bookings you will see a new Group toggle and field to enter in a number of people to add to the session.

Duration settings

Duration - Trybe will need to know how long the session lasts, select the number of minutes/ hours here.
Maximum orders - here you can select the maximum number of orders that can have bookings for this session. You can use this feature to restrict sessions for single parties. If you do not want to add any restriction leave this blank.

Session times

Here you can set the dates and times this session can be booked. Select 'Add new session time' to get started!

Time - fill in the session start time.
Practitioner - if this session requires a practitioner select the practitioner, i.e. if there is a Yoga instructor. If no practitioner is required this can be left blank.
Room - select which room this session will take place in i.e Studio.
Capacity - select the maximum amount of people that can be in this session
Weekdays - tick and untick the days this session is offered.
Recurrence date range - select here to set the date range for this particular session time. You can use this tool if you want this session to be available for a certain period of time. If you want this session to be continuous, leave the repeat range blank.

You MUST fill out Time, Room, Capacity and Weekdays for the Session to be able to be created. Practitioner and Recurrence date range are optional.

When all filled out select 'Create'.

You can then 'Add new session time' for as many different Session times as you need for this session type.

This is the final section of the 'Details' section so remember to 'Save' to save all changes.

You can select the three dots on the session time to:

'Edit' the session - make any updates to the session time
'View sessions' - select here to see the upcoming sessions for this session type from here you can then edit individual sessions within this session time. Head to 'Sessions' step for more info on this.

Availability

Enable waitlist - if this is toggled on this will allow guests to add themselves to a waiting list if the session is full.
Earliest booking - choose when to open up bookings. You can choose from days/ hours/ minutes. For example, if you select 7 days here bookings for 30th June will be available from 23rd June. You can leave this blank if no restrictions are needed.
Latest booking - choose when to close bookings. You can choose from days/ hours/ minutes. For example, if you select 4 hours here bookings for 5pm will be available until 1pm. You can leave this blank if no restrictions are needed.

For both the earliest and latest booking rules, if you have set rules for days/ hours/ minutes and then want to clear the rule set you can just select the 'clear' option to remove the rule you have set.

Please note: The Latest booking will only apply to online orders but the Earliest booking will apply to online orders and orders made in the app via a user.

Customer cancellation - choose whether to allow customers to cancel bookings online. Choose between 'Not allowed', 'Allowed' or 'Allowed if unpaid'.
- Latest customer cancellation time - select a time if you want to restrict when a customer can cancel. If you select a time it will only allow cancellations up to this amount of time before the booking (this option will only appear if you have chosen 'Allowed' or 'Allowed if unpaid'). If you do not want to restrict the cancellation select 'None'.

'Enable customer cancellation' must also be toggled on in shop settings in order to enable this feature

Pricing

Price rules: Here you can set up the pricing across the course of the week. You’re able to set up different pricing for different days or date ranges. Once you select 'Add new price rule', a pop-up will appear asking for pricing information. If you just want the price to run constantly across the course of the year, don’t fill in the 'date range' section. If you want this pricing to only be valid between certain dates, fill this in. Select the day of the week this applies to. Fill in the price for this rule. Press 'Create'. You can 'Edit' and 'Delete' these rules.

Your Price rules should match the Session times you have set up for this session i.e. if this session is available every day of the week make sure there is a price rule for everyday of the week. If not the customer could book a day with no price rule and consequently get their session for free.

Sessions

If you select on the 'Sessions' tab you will be taken to a page that will show you the collection of sessions taking place for this session type. You can then use the filters to navigate this.

Date range - choose the date range here, this will then display all session times for this session type taking place in this date range
Session time - select here if you would like to choose a specific session time, when you select it you can choose from the drop down list of session times within this session type. If you do not select a specific session time this will show the sessions for all session times within this session type.

The report will list:

Date - the date and time of the session
Practitioner - if there is a practitioner that is taking the session this will be listed here
Room - where the session is taking place
Availability - number of spaces available in the session
Edit -
- Select the three dots next to the session to either 'Edit' (i.e. update the capacity/ time/ room for this specific session only) or 'Cancel' the session.

Any 'Cancelled' sessions will be removed from the list. To view the cancelled session you will have to:

Add filter
- toggle on 'Cancelled sessions' - if you toggle this on the report will just show you cancelled sessions. From here you can then select the three dots next to the session to 'Restore' the session.

Related offerings

You can link this particular item to other offerings to upsell them! To do this head to the 'Related' tab. Select 'Add some' or 'Add more' if you already have some listed, then you can select the offerings from the list.

Upsell - use this feature to upsell any other Appointments, Sessions, Courses, Area bookings, and Packages. You can select as many as you like. These offerings will appear on this item page under the header "Interested in upgrading?". They are placed under the "Add to Order" button for maximum visibility. When the customer adds an upsell offering, it replaces the original offering. Use this to try get customers to upgrade to a higher priced offering.
Retail upsell - use this feature to entice the customer to buy a product to go along with their order. You can select as many products as you like. These products will appear on the checkout page whenever a customer has this item in their basket. From the checkout page, they can add the products to their order. Therefore, if they choose to add a product they will book the appointment and buy the product.
Also interested in - These offerings will appear at the bottom of the item page under the header "You might also be interested in". You can choose from any other Appointments, Sessions, Courses, Area bookings, Packages and Products.

You can leave any of these sections blank if you do not want to add any related offerings.

When all information is added remember to press 'Save changes'.

To remove any related offerings select the 'x' next to the offering so it will no longer appear on the shop when purchasing this particular item.

Please see the screenshots to see examples of where these related offerings will appear on the shop front!

Audit log

The audit will display a timeline of any changes/ updates that have been made to the session type. For example if an availability rule was changed or deleted.

It will display the change made along with the date/ time and which user did this.