Add a service and its session types

A service is the broadest thing you sell time in — personal training, or classes. Session types sit underneath it: Yoga, Spin, WOD. Every class on your calendar is a session type, and every session type belongs to exactly one service.

The split matters because the prices and the cancellation rules live on the service, and everything booked under it inherits them. That is why you can charge one late-cancellation fee for classes and a different one for one-to-one sessions, but not a different one for Yoga and Spin.

Add a service

1. Open Products in the sidebar and stay on the Services tab.
2. Select New service type.
3. Fill it in and save.

The button says New service type and the tab says Services. They are the same thing.

What you are setting:

• Category — PT or Classes. This is what tells Orlo whether it is booking a one-to-one session or a group one.
• Card colour — how it looks on your public timetable.
• Trial price and Standard price — what a single session costs someone paying for it on its own, rather than out of a membership or a pack.
• Late cancellation window (hours), Late cancellation charge, Missed class charge and Return class credit for late cancellations — your cancellation policy. Leave the charges at 0 and nothing is ever charged.

Requires check-in decides whether no-shows exist

Requires check-in is the one to understand before you set a Missed class charge.

With it off, every booking on a class that has already run counts as attended. Nobody is ever marked Missed, no missed-class charge is ever taken however much you typed into the box, and your attendance figures show a full house whatever actually happened.

Turn it on for anything you want attendance on, and your clients check in when they arrive. Leave it off for the sessions where a coach knows perfectly well who turned up — one-to-one training, usually.

Add a session type

Session types have no page of their own. They are listed inside the service they belong to, on the same Services tab.

1. Find the service on the Services tab.
2. Select Add session type in the tile grid at the bottom of its card.
3. Give it a Name and an emoji, and save.

Starting from inside a service fills in the parent for you. If you start any other way, Service type on the form is what decides which service it sits under — and it is the only place that decides it. You cannot move a session type by editing the service.

Two settings connect a session type to your workouts:

• Plan classes automatically — an hour before each class, Orlo picks a workout from that session type’s templates and builds the plan. Coaches can still plan by hand at any time.
• Share one workout across the day — everyone training that day does the same session, instead of each class picking its own. This one is only on for gyms that have asked for it.

Getting rid of one

You archive a service or a session type rather than deleting it, from the actions menu at the end of its row. Everything already booked under it keeps its history, and it stops being offered for anything new.