Booking: How to set up your sessions

[EmilyTapestrySupport]

Before you set up your sessions within Booking, we strongly recommend you consider how they will work with your current billing system. 

Within Booking you can export your data as a CSV file which you can then use in conjunction with whatever mode of billing you are currently using. Below you can see what data can be included in the CSV export. In the screenshot you can see the data that is included in every export (highlighted in blue) and optional granular data you can choose to include (highlighted in yellow).

See this tutorial for more information on exporting data from Booking. 

 

 

Once you have looked through what data can be included in the export, you can then decide how best to set up your sessions to work with your billing. For most settings this will mean setting up your sessions in Tapestry to match your actual sessions e.g. if you have 3 sessions (morning, afternoon and full day), you would set up 3 sessions on Tapestry and give these the same name.

 

Now let's look at how to set these up on your Tapestry account. 

 

To start with you'll need to click on the 'Booking' tab at the top of the page. This will be on by default, but if it has been turned off for your account, you can always turn it on again from the Features page in the Control Panel. 

 

 

If this is your first time accessing Booking, you'll be taken to a set up page where you will need to complete some initial actions before being able to use the booking system.

Here you can see the option to add sessions is third in the list. Click on it to proceed with adding your sessions. For more information on how to configure the rest of Booking on your account, take a look at this tutorial.

 

If the set up process has already been completed on your account and you need to change the sessions that have already been added, you'll need to select 'Configuration' from the left-hand menu (1) and then 'Sessions' (2). 

 

 

Once on the Sessions page, if you have not added any sessions yet you'll get a note informing you of this (1). Click on either of the 'Add Session' buttons to proceed (2). 

 

 

If you already have sessions set up you'll see these listed below (1). To add a new session you just need to click on the 'Add Session' button (2).

 

 

Once you have selected this option you'll be presented with a pop-up box. On there you'll need to provide a name for the session (1) and you can optionally add a description for it (2). 

Next you can set the default session start and end times (3) and then finally you can choose whether the status of the session is active or inactive (4). You won't be able to assign an inactive session to a child so we recommend just using this feature to make a previously used session type inactive or to add a new session type you haven't started using yet.

When you're done, click 'Save' at the bottom (5).

 

 

You'll now see your new session in the list (1) - unless you added it as inactive in which case you'll need to turn the 'show inactive sessions' toggle on (2). 

Repeat this process to add all your sessions to Tapestry.

If you need to make any changes to a session once it is set up you'll just need to click on the 'Edit' button at the end of the row of the session you want to make changes for (3). 

 

 

So that's how to set up sessions on your account. For information on how to configure the rest of the booking system on your account, have a read of this tutorial.

 

 

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