Training Classes — Staff Guide

Everything you need to set up and run dog-training classes — even if you've never touched the system before.

For front desk, managers, and owners. Plain language. No technical setup required.

In this guide

What training looks like here
Setting up a new class (cohort) staff
Managing a class day-to-day staff
When a class fills up — the waitlist staff
Enrolling a customer (the front-desk way) staff
Online self-enrolment (coming soon) coming
What happens automatically
Changing or closing a class staff

1. What training looks like here

Training runs as cohorts. A cohort is one class that meets on the same day and time each week for several weeks — for example, "Good Manners, five Tuesdays, 6:45–7:45 PM, starting September 8." It's a whole course, not a one-off appointment.

Each cohort has a set number of seats. A customer enrols once and that covers the entire course. When the seats are gone, the class is full and offers a waitlist instead.

Two words worth knowing:

Word	What it means
Cohort	One run of a class — a specific set of weekly dates with its own seats (e.g. the September Good Manners group). You open a new cohort each term.
Seats	How many dogs can join that cohort. When they're full, enrolment stops and the waitlist opens.

SET UP2. Setting up a new class (cohort)

You open a cohort right from the Daily Ops board with the New Cohort form. It's one short form — fill it in once and the bookable class is created for you. There's no spreadsheet and no calendar to set up.

Where to find it: on the Daily Ops board, tap your name (top-right), then New training cohort. This is a manager/owner tool, so it only shows for managers and owners.

The New Cohort form, on the Daily Ops board — fill it top to bottom, then "Open this cohort".

Fill it in, top to bottom

Class name — the class you're running (e.g. Good Manners, Obedience Beginner).
Location — tap East or West.
Class start time / end time — when each weekly session runs (e.g. 6:45 PM to 7:45 PM).
First class date + number of weeks — pick the first session date and how many weeks the course runs, then tap Generate weekly dates. It fills in the weekly dates for you.
Check the dates — each date is editable. Skipping a holiday week? Remove that date. Need an odd extra date? Tap Add a date. The list can be any set of dates.
Seats (capacity) — how many dogs can join (e.g. 10).
Price per dog — the fee before tax. GST is added automatically at checkout.
Details (optional) — instructor, any prerequisite (e.g. "Obedience Beginner first"), and what to bring.
Tap Open this cohort.

That's the whole setup. The class is now bookable, the seats are being held for you, and the dates you entered are what every confirmation and reminder email will show — so enter them once, carefully, and you're done.

Heads-up: double-check the first date and the seat count before you open it — those are the two that matter most. Everything else is easy to live with; those two drive the schedule and capacity.

MANAGE3. Managing a class day-to-day

Once a cohort is open, there's very little to do — it largely runs itself. Here's the whole picture of who does what:

Task	Who / how
Customers enrol	You enrol them at the desk (section 5). Online self-enrolment is coming when card payment is switched on.
Seats count down	Automatic — every enrolment uses one seat. At zero, the class shows full.
Confirmation	Automatic — sent the moment you enrol someone (section 7). You don't send anything.
Full class	Customers join a waitlist; you promote them by hand (section 4).
Change a date/price, or close early	Let the Sadie team know for now (section 8).

MANAGE4. When a class fills up — the waitlist

When the last seat sells, the class shows Class full and customers see a Join the waitlist button instead of an enrol button. Joining tags that dog so they appear on the class's waitlist.

When a seat opens up

Open the waitlist for that class (a saved list, by class).
Call or text the next person on it.
If they want the spot, enrol them the same way as a walk-in (section 5) and take payment.
Their waitlist tag clears once they're enrolled.

The waitlist never fills a seat on its own — a real person always decides who gets the next spot and reaches out. That's on purpose.

Class full with a Join the waitlist button

What a full class looks like to the customer.

MANAGE5. Enrolling a customer (the front-desk way)

You enrol customers right from the Daily Ops board — for walk-ins, phone bookings, or promoting someone off the waitlist. It works just like ringing up any other service: pick the dog, pick the class, take payment.

Find the customer — search their name or their dog at the top of the board, and open their profile.
In the Training section of their profile, tap + Enroll in Training.
Pick the dog.
Pick the class — open classes show the dates, price, and how many seats are left. A full class shows waitlist only.
Check the total (the price plus 5% GST), choose how they're paying — Cash, Card (terminal), E-transfer, or On account — and tap Complete enrollment.

That's it. The seat is reserved, the dog is linked, the invoice is created and marked paid, and the customer gets their confirmation email automatically.

Two dogs from one family? Enrol each dog one at a time — one seat per dog (same as daycare and boarding).

Before you enrol: training needs the dog's vaccinations up to date and the Training Waiver signed. The enroll window flags it if the waiver isn't on file — do a quick check before completing.

Open the customer's profile — the + Enroll in Training button is in the Training section.

Enroll in Training window — dog, class, total with GST, payment

Pick the dog and class, check the total (incl. 5% GST), take payment, and complete.

COMING6. Online self-enrolment (coming soon)

Right now, all enrolments happen at the desk (section 5). Online self-enrolment — where customers enrol and pay from their own portal — switches on once card payment is enabled. Here's what it will look like so you can speak to it.

Browsing classes

From their portal, they'll open Training and see the open classes — but only the ones their dog is cleared for. Each card shows the class, the full list of dates, the price including GST, and how many spots are left, with their dog already selected. They pick a class, pay, and get the same confirmation email.

When it's on: if a customer can't see a class, it's almost always the dog's vaccinations expired, the Training Waiver not signed, or the class is full (they'd see the waitlist). All three show on the dog's profile — and you can always enrol them at the desk in the meantime.

Coming soon: the customer's class list — price incl. GST, spots left, all dates.

7. What happens automatically

You don't send confirmations by hand — the system does it.

What	When
Confirmation email live	The moment you enrol a dog. Lists every class date, the time, fee, and what to bring.
Class reminder coming	An automatic day-before reminder switches on with the first live cohorts. Until then, no reminder goes out.

If a customer says they didn't get their confirmation, check the email on their contact record is correct — that's almost always the reason.

The confirmation every enrolled customer receives.

SET UP8. Changing or closing a class

Opening a new class is fully self-serve — you do it with the New Cohort form any time.

Changing a class that's already open (a time or price change, or closing it early) is the one thing still handled by the Sadie team for now — just let them know. A self-serve "edit class" step is on the way.

The short version: open new classes yourself with the form; for anything else on a class that's already running, give Sadie a heads-up and they'll handle it.