Sessions

Overview

The Sessions tab in your Podyx Admin Panel allows you to manage all client bookings efficiently, with options to add, reschedule, or cancel sessions. This section provides a comprehensive view of upcoming and past sessions, enabling you to oversee and adjust bookings as needed. This guide will walk you through managing sessions, providing flexibility for both you and your clients.

Why Managing Sessions is Important

Managing sessions effectively is crucial for maintaining an organized booking schedule and providing an excellent client experience. Through the Sessions tab, you can control all aspects of each booking, helping ensure sessions run smoothly and meet client expectations.

Benefits for Your Studio:

• Optimized Scheduling: With easy access to all sessions, you can manage staff, equipment, and room availability efficiently.
• Enhanced Client Satisfaction: The ability to reschedule or adjust sessions helps accommodate client needs and create a flexible, client-centered booking experience.
• Improved Revenue Tracking: Managing sessions allows you to monitor each booking’s financial details, ensuring accurate record-keeping and payment tracking.

Step-by-Step Guide to Managing Sessions

1. Log In to Your Account
   • Begin by logging into your Podyx account at https://onboarding.podyx.com/login using your email and password or Google Account credentials.
2. Navigate to the Sessions Tab
   • In the Admin Panel, select Sessions. Here, you’ll find two tabs displaying upcoming and past sessions, giving you an organized view of your booking history.
3. Search for Specific Sessions
   • Use the Search Field: Enter the purchase ID or user name in the search field to quickly locate specific bookings. This helps you find sessions efficiently, especially for high-volume studios.
   • Apply Filters: Use filters to sort sessions created by users or those added manually by your team.
4. Add an Admin Session
   • Click “Add Session”: Use this option to create a session on behalf of a client. This is useful for direct bookings or special arrangements.
   • Enter Client’s Email: Input the email address of the client you’re booking for to link the session to their profile.
5. Configure Session Details
   • Choose Setup and Seats: Select the desired setup and specify the number of seats required for the session.
   • Select Service, Date, and Time: Define the service being booked, along with the date and time of the session.
   • Add Additional Services: Include any additional services the client may want, providing more value and customization to the booking.
   • Schedule Multiple Sessions: Use Add another session to create multiple bookings at once for the same client, configuring each session individually.
6. Adjust Session Pricing
   • Override Price: If you have a custom price arrangement with the client, use the Override price field to manually adjust the total price.
   • Save and Publish: Once all details are entered, click Save and publish to finalize the session, making it visible on the client’s profile.
7. Review and Edit Existing Sessions
   • View Session Details: Click the three dots next to any session to access its details, including purchase ID, client information, session date, and pricing.
   • Reschedule Sessions: Select Reschedule to adjust the date and time of a session. You’ll see both the previous and new dates before confirming the changes, ensuring accuracy.
8. Add Additional Services to an Existing Session
   • Modify Booking Add-ons: Even after a session is booked, you can add additional services as needed. Select the desired add-ons, click Continue, and then Add addons to apply the changes.
9. Cancel or Delete Sessions
   • Cancel or Delete Options: To manage cancellations, choose between canceling or deleting a session. Canceling the session applies a refund, while deleting the session does not. Confirm your choice to ensure accuracy.

Tips for Optimizing Session Management

• Use Search and Filter Options: Leverage these tools to quickly access and manage high volumes of sessions, keeping the process efficient.
• Plan for Multiple Bookings: Use the multi-session feature to schedule recurring or bundled bookings, saving time and ensuring clients receive consistent service.
• Maintain Accurate Records: By managing sessions effectively, you ensure that your studio’s scheduling, billing, and client records are accurate and up-to-date.

Importance of Efficient Session Management

Efficient session management ensures that bookings are executed smoothly, giving clients a consistent experience and supporting your studio’s operational flow.

1. Enhanced Client Satisfaction: Flexibility to add, reschedule, or modify sessions provides a client-focused experience, increasing satisfaction and loyalty.
2. Streamlined Operations: With organized session details, your team can prepare for each booking efficiently, ensuring sessions run as planned.
3. Accurate Financial Tracking: The ability to adjust pricing and manage cancellations helps maintain a clear financial record, reducing discrepancies and ensuring transparency.

The Sessions tab in Podyx offers a powerful tool for managing bookings, providing flexibility and control over your studio’s scheduling.

Use the Sessions feature to keep your studio’s bookings organized, supporting an efficient and client-friendly scheduling experience.

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