How to Add a Coaching Session Schedule?

To add a coaching session schedule, follow the below steps.

1. Navigate to

> Coaching > Coach > and click Coaching Session Schedule.

The Coaching Session Schedule List page is displayed.

2. Click New M360 - Coaching Session Schedule.

The M360 - Coaching Session Schedule form is displayed.

3. Enter or select the required values in the fields. For more information, refer to the following sections.

4. Click Save.

The coaching session schedule is saved.

Primary Information

The Primary Information section within the Coaching Session Schedule form allows you to configure the key session schedule information.

Please refer to the table below for field names and their descriptions.

Note: All the fields with an asterisk (*) are mandatory.

Field	Description
CUSTOM FORM	Preferred options available to customize the coaching session schedule form By default, the M360 - Coaching Session Schedule Form is selected.
NAME	Name of the coaching session schedule
INACTIVE	Whether to disable this coaching session schedule
SESSION TYPE	Type of session to which this coaching session schedule belongs Note: You can add a new session type if needed. For more information, please refer to How to Add a Session Type.
ITEM	Netsuite product/service allowed for the selected coaching session type Note: This field is auto-populated upon selecting the SESSION TYPE.
PRICE	Amount for this coaching session schedule
TRANSACTION DEFAULT LINE	Default values set for transactions related to this coaching session schedule Note: This field is auto-populated upon selecting SESSION TYPE, but you can change it if required.
CANCELLATION POLICY	Policy of cancellation for the associated coaching session schedule Note: This field is auto-populated upon selecting SESSION TYPE, but you can change it if required.
STATUS	Current status of this coaching session schedule

Session Information

The Session Information section within the Coaching Session Schedule form lets you set up the important session details.

Please refer to the table below for field names and their descriptions.

Note: All the fields with an asterisk (*) are mandatory.

Field	Description
SESSION GROUP
SESSION CATEGORY	Category of the coaching session Note: You can add a new coaching session category if required. For more information, please refer to How to Add Coaching Session Category.
DESCRIPTION	Detailed description of the coaching session schedule
COACH	Individual responsible for coaching during this schedule
COACHING VENUE	Physical or virtual place where the coaching session is held Note: You can add a new coaching session if required. For more information, please refer to How to Add a Coaching Venue.
AGE GROUP	Specific age range targeted participants for the coaching session Note: If needed, you can add an age group for the coaching session. For more information, please refer to How to Add an Age Group for Coaching.
SKILL LEVEL	Proficiency level needed for this coaching session Note: If needed, you can add a skill level for the coaching session. For more information, please refer to How to Add a Skill Level for Coaching.
TIME OF DAY	Time during the day when the coaching is scheduled
GENDER	Gender of the targeted participants for the coaching session
DATE	Date scheduled for starting the coaching session
FROM	Commencing time of the coaching session
TO	Ending time of the coaching session
TIMEZONE	Time zone during which the coaching session is scheduled
PENDING REGISTRATIONS	Number of participants who have registered but are yet to confirm
MINIMUM SEAT COUNT	Minimum number of seats required to start the coaching session
MAXIMUM SEAT COUNT	Maximum number of seats in the coaching session can have
SEAT MANAGEMENT MODE	Method used for seat management The available options are: Waitlist Enabled - The participants can reserve a seat even after the maximum number of seats are filled, placing them on the waiting list. The priority in such cases is given to the participant at the top of the list when a seat is available due to cancellation or changes. Waitlist Disabled - The audience cannot register once the maximum number of seats is filled. Allowed Overlook - The maximum seating capacity is overlooked and participants can continue reserving their seats upon reaching the maximum seating capacity.
WAITLIST EMAIL TEMPLATE	Template to be used to manage the session waitlist email
AVAILABLE AS A TRIAL SESSION	Whether the coaching session is available as a trial

Web Display

The Web Display section within the Coaching Session Schedule form enables you to configure the appearance of this coaching session schedule on the web page when this session is selected.

Please refer to the following table for field names and their descriptions.

Note: All the fields with an asterisk (*) are mandatory.

Field	Description
COACH PROFILE PAGE
IMAGE SET	Set of images to be displayed on the web that are associated with this coaching session schedule
LISTING PAGE IMAGE	Image associated with this coaching session schedule displayed on the Listing webpage
DETAILS PAGE IMAGE	Image displayed on the Details webpage of this coaching session schedule

Notifications

The Notifications section within the Coaching Session Schedule form has fields that auto-populate upon selecting SESSION TYPE under the Primary Information section. However, you can make the necessary changes if required.

For more information, please refer to the How to Add a Session Type > Notifications.

Registrations

The Registrations section within the Coaching Session Schedule form lets you attach the applicable coaching session registration form to this schedule.

For more information, refer to How to Add a Coaching Session Registration.

How to Add a Coaching Session Schedule?

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