Book, edit, move, or cancel a lesson
Create a lesson, update its details, move it on the calendar, or cancel it with the correct credit and notification treatment.
Requires schedule-management access; some booking choices also require configured services, rooms, teachers, and billing.
Use the calendar to place a lesson at an available time and make later schedule changes with a clear confirmation.
Available to
Owners, admins, staff, and front-desk users with schedule-management access can book and change lessons. Teachers and clients may have narrower, policy-controlled calendar actions.
Before you start
- Make sure the client, service, teacher, duration, room, and price plan are correct.
- Check whether the booking is a trial, single lesson, recurring lesson, make-up, or enrollment.
- For cancellation, decide the credit treatment and whether participants or staff should be notified before confirming.
Steps
- Select Calendar → Schedule.
- Select an open time, or open the Enroll student quick-action menu and choose Enroll student.
- Choose the Student and Service. Under Booking type, choose the correct option for this appointment.
- Complete the displayed booking details, including Instrument, Price plan, Time slot, Lesson duration, Teacher, and Room when required.
- Review any availability, booking-window, enrollment-fee, or billing warning. Select Enroll student to save the booking.
- To edit a lesson, open its Quick actions menu and select Edit appointment. Change the details and select Update lesson.
- To move a lesson in Day or Week, drag it to the intended time or resource. In Confirm schedule change, compare From, To, and Assignment, then select Confirm change.
- To cancel, open Quick actions and select Cancel appointment. Choose Credit treatment, enter a reason when required, and review Notify participants and Notify staff.
- Read the cancellation preview. Select Cancel appointment only when the treatment and communication choices are correct. Select Keep appointment to stop.
What happens next
A new or updated lesson appears on the calendar. A confirmed drag saves the new time or assignment. A cancelled appointment remains visible for audit with its cancellation status, and any eligible credit is recorded according to the selected treatment and school policy.
If you do not see this option
- You may have view-only calendar access.
- An open time cannot be booked if it falls outside availability, school hours, a booking window, a closed date, or a blockout.
- A room may not allow the selected service or capacity.
- Cancel appointment is hidden after attendance is final or when the appointment state cannot be cancelled.
- An unpaid one-off lesson cannot issue a make-up through cancellation; the dialog explains that its invoice will be voided instead.
- Some group-session changes belong in the class section rather than the single appointment.
Last reviewed July 25, 2026
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