Scheduling and booking

Calendar and appointments

How do I schedule a lesson?

For
Owners and permitted dashboard staff
Plan
All plans
Last verified

Before you start

Prepare the right information

  • Create at least one student and lesson type. Add instructors, vehicles, and locations if the lesson needs them.

Workflow

Complete the task step by step

  1. 1

    Open Calendar.

  2. 2

    Use Instructor and vehicle availability to check the lesson date, start time, lesson type, and optional location before saving.

  3. 3

    Choose the student and lesson type.

  4. 4

    Select start time and end time.

  5. 5

    Choose instructor, vehicle, and location when needed.

  6. 6

    Save the lesson.

  7. 7

    If the system finds a conflict, read the message and choose a valid time or resource.

Expected result

What success looks like

The calendar and appointments workflow is configured or understood, and the user knows the next dashboard step.

Public website impact

Nothing changes on the public website until an authorized user saves or publishes a setting that is designed to be public.

Troubleshooting

Common problems to check

  • The system makes the final booking decision. The form helps, but an invalid manual request should still be blocked.

Important

Keep these boundaries in mind

  • The system makes the final booking decision. The form helps, but an invalid manual request should still be blocked.