Session planning: a term-based lesson grid
Set up every lesson of a fixed-end term across multiple days and times with a single wizard; extend the plan, add times and enrol students in the lessons they want.
Last updated: 6 November 2026
A session plan lets you set up fixed-end, multi-time terms in one go — for example "a lesson every hour between 09:00 and 17:00 on weekdays until 30 September". Unlike a regular class, a single plan holds multiple day-time rows, and the schedule stops by itself when the term ends — there is no endless weekly generation.
On the Class Management → Classes screen, open the Action menu and choose Plan Sessions (or Quick Actions → Plan Sessions in the top bar; if you click an empty slot in the Calendar and choose Plan Sessions, the plan starts that day and the first time row and the instructor come pre-filled from the slot and the staff column you clicked) — a three-step wizard opens (General, Times, Overview). You move between steps with Continue and Back; Continue stays disabled while a required field is missing. Creating a plan needs the permission to create classes.
- 1General and Policies
The Plan Name is required; Color and Description are optional. Pick the Start Date. You choose the term from the Plan Length shortcuts instead of typing an end date: Until End of Month, 30 Days, 60 Days, 90 Days or Custom End Date; the resulting end date appears next to them. The day count includes the start day (14 September + 30 Days = 13 October); if the start is the last day of the month, Until End of Month cannot be used.
Lesson Duration (min), Default Instructor (required; preselected as whoever is setting up the plan if they are on the instructor list) and Default Capacity (required, 10 by default) are used when a row has no value of its own. Allowed Services requires the customer's package to match these services when enrolling with a package.
The policies are the same as for classes: Credit Deduction Timing (default When the session ends), Cancellation Window (24 hours by default), Auto Complete, Online Enrollment (when on, a cut-off in "hours before"; empty = until the lesson starts) and Allow enrollment with package / Allow enrollment with subscription (access plan). If the subscription (access sales) module is off, the subscription option is not shown at all. Each setting has a short note underneath explaining what it does.
Auto Complete is ON by default for plans (it is off by default in the class wizard): when the lesson ends, everyone whose attendance was not entered (Pending) counts as Attended and their credit is deducted. Turn it off if you will take attendance yourself.
A cancellation window of 0: under the package rule On late cancellations every cancellation is free until the class starts (the opposite of 0 in the appointment Cancellation Window, where no customer cancellation is free); under On timely cancellations there is no time limit and every cancellation before the class starts uses a right.
- 2Times
Each row is one lesson time: you type the time freely (including half-hour times like 11:15) and pick the repeat days from the day chips. A row can have its own Instructor and Capacity; empty fields fall back to the plan defaults ("Default"). Under the row you see, live, "N lessons per week · M sessions over the term".
Add Time opens a new row with the previous row's days and one hour later; remove a row with the bin icon (Delete row). The same time, day and instructor combination cannot be used in two rows. The bottom line says "Total: N sessions"; a plan can create at most 4000 sessions.
- 3Overview
Check the row table and the total session count one last time and press Create Plan. The message "Plan created — N lesson times, M sessions scheduled." appears. The sessions for the first 8 weeks from the start open straight away; the rest are added automatically every night up to the end date.
Lessons that fall on the end date are not created: the plan ends on the last lesson day before the end date (with Until End of Month, the lessons on the last day of the month are not created either). The plan also counts as ended from the end date: the plan detail says "Ended", and on the Classes list it only appears while Show ended ones is on. If lessons should run on the end date too, choose the following day with Custom End Date. The same applies to the new end date you pick in Extend Plan.
What happens once the plan is created?
Each time row is managed as a separate lesson schedule in the background — attendance, credit deduction, freezing and cancellation rules are exactly the same as for regular classes.
In the class list the plan is a SINGLE row: with a "Session Plan" badge; the row shows time chips, the lesson-time and session counts, the term end, the next lesson and the occupancy. Its time slots do not fill the list.
Clicking the row opens the plan detail page — the Lesson Time, Session, Active Students and Lesson Duration figures, the date range, the default instructor and capacity, allowed services, enrollment methods, the policy summary and the Lesson Times / Sessions tabs live there; clicking a lesson time takes you to that time's class detail.
Generation stops by itself when the term ends — no session is ever created after the end date.
Managing the plan from its detail page
From the Action menu on the plan detail page:
Enroll Student: the enrolment wizard opens with the plan preselected; the lessons of every time arrive in one list (needs the permission to manage class enrolments).
Add Time: in the Add New Lesson Time window enter the Time, Days, Instructor and Capacity and press Add; all of this time's sessions from today until the plan end are created immediately.
Edit: in the Edit Plan window you change the Plan Name, Color, Description and the credit deduction timing, cancellation window, auto complete and online enrolment policies. Policy changes apply to every lesson time in the plan. If you turn on auto complete while it is off, its effect on past sessions (sessions to be completed, records to count as Attended and credits to be deducted) is shown under the switch; Save stays disabled until the numbers have loaded. Allowed services and enrollment methods do not change here.
Extend Plan: choose a New End Date after the current end and press Extend; the missing sessions up to the new end are created immediately for every lesson time ("Plan extended — N new sessions created"). You can extend a plan after it has ended too; in that case only lessons after today are created. The time from the plan start to the new end can be at most 370 days.
Cancel Plan: the confirmation says how many lesson times and active students are affected; with Yes, Cancel the Plan every lesson time and its upcoming sessions are cancelled, and the students' upcoming lessons are cancelled with their unused credits refunded. This cannot be undone.
To cancel a single lesson time use the bin icon (Cancel this time slot) in the Lesson Times table; that time's upcoming sessions are cancelled and their credits refunded. Changing a time's day/hour is done via Edit on that time's class detail.
Add Time, Edit and Extend Plan need the permission to edit classes; Cancel Plan and cancelling a single time need the permission to delete classes.
Enrolling into the lessons
Student enrolment follows the same model as classes: every selected lesson is its own record, and an eligible package or subscription is required as the source. When you pick the plan in the class step of the enrolment wizard, the lessons of every time slot arrive in one list in date order — you can enrol a student into the Monday 09:00 and Tuesday 11:15 lessons from the same screen, in one go.
If the online enrolment policy is on, students can also enrol in these lessons themselves from your booking page. Online enrolment needs a compatible package or subscription; it is not accepted when the lesson is full, has started, is past the online cut-off or falls on a holiday.
The time from a plan's start to its end can be at most 370 days (when extending too), and a plan can hold at most 60 time rows and 4000 sessions. After the end date the plan creates no more sessions by itself: to continue, use Extend Plan (it also works on a plan that has ended) or set up a new plan for the next term.
On mobile, the Action button on the Classes screen opens a five-item menu; for setup you pick Create Class (a single regularly repeating lesson) or Plan Sessions. Plan Sessions offers the same three-step wizard as the web in a mobile layout: general info and policies, time rows (time + day chips + per-row instructor/capacity) and a summary.
You pick the term from the Plan Length shortcuts instead of typing an end date: Until End of Month, 30/60/90 Days or a Custom End Date. The resulting end date is shown right below. The default instructor is preselected as whoever is setting up the plan, if they are on the instructor list; you can change it. Auto complete is on by default for plans. These behave the same way on the web.
What you can do on mobile
Set up a plan: with the three-step wizard, using the same rules and live session counter as the web.
In the class list a plan appears as a SINGLE card, just like a regular class card (with the lesson-time/session/student counts, time chips and the next lesson); its time slots do not fill the list.
Tapping the card opens the plan detail screen: summary numbers and the lesson-time list. Tapping a time takes you to that time's class detail (sessions, attendance).
The Enroll Student button on the plan detail opens the enrolment screen with the plan preselected — the lessons of every time arrive in one list.
Attendance, session detail and freeze flows are exactly the same as for regular classes.
Plan management (editing, extending, adding times, cancelling) is not available on mobile; these are done from the plan detail page in the web panel.
Lessons that fall on the end date itself are not created; the plan ends on the last lesson day before the end date. If lessons should run on the end date too, choose the following day with Custom End Date.