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How to Create a Series or Contract and apply it to a class.
How to Create a Series or Contract and apply it to a class.
Seanalee Greenough avatar
Written by Seanalee Greenough
Updated over a week ago

The first step in building a series is to create the series type it will fall under. A Series Type is a category a series belongs to.

Once you have created the Series Type, navigate to Admin > Scheduling/Retail > Series/Contracts + Add Series or + Add Contract.

For each Series, you will need to select the Series Type, Name, Price, Tax Class, Is Unlimited, Class Count, and Expiration. For more information on Series Settings, click here.

For each Contract, you will need to select Series Type, Name, Base Price, Tax Class, and Contract Frequency. For more information on Contract Settings, click here.

After creating the series, make sure that it is online so that it can be purchased. On the main Series page, click the checkmark on the left side next to the Series/Contract name.


Finally, the Series Type will need to be added to the class in the Scheduler. In the Scheduler, click on the class you want to apply the series or create a new class.

In the Class Settings, the Series Type checkbox field will let you select which Series Types can be used. It is common that customers cannot book a class because they don't own a Series within the Series Type that has been selected. You will want to confirm in the class that the required Series Types are selected and that your Series are applied to the correct Type.

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