Getting Started
Setting up your studio
Set your studio name, timezone, contact details, and the booking and messaging policies that everything else in BookYourMat follows.
Creating your class schedule
Define your class types, then build the weekly schedule — including biweekly slots and class types that alternate in the same time slot.
Adding your first clients
Add clients one at a time or from a list, understand when a portal invite goes out, and know what you can change on a profile later.
Connecting Stripe, Gmail, and Facebook
Turn on card payments, automatic payment detection from email, and social publishing — and know why each one needs a hop through your own browser.
Scheduling & Booking
Booking, rescheduling, and cancelling appointments
How a booking gets paid for, what a recurring series does when a date is unavailable, and what a late cancel actually charges.
Managing waitlists
Add someone to a full class from the calendar, promote them into a spot when one opens, and remove entries that are no longer wanted.
Blackouts, time off, and instructor time blocks
Close the studio for a holiday, reopen a closed date, and block an individual instructor's time without creating a booking.
Substitutes and instructor coverage
Mark an instructor unavailable, assign a substitute, and see which classes still have nobody covering them.
Duets, partners, and family bookings
Link couples and households into one group, and turn on the separate setting that actually lets them share package credit.
Payments & Packages
How Venmo and Zelle payment matching works
How payments detected from email reach your decision queue, how to resolve or dismiss one, and how to record a payment that never showed up.
Understanding package credits
What "remaining" really means on a package, why a fully-booked package is still bookable, and how to adjust credits without breaking the count.
Cashing out a package to account credit
Convert the free credits on a package into a dollar balance the client can spend on anything — and what to do when a cash mark was a mistake.
Marking an appointment paid or removing a payment
Use Mark Paid correctly for cash and Venmo, and know the difference between unmatching a payment and deleting it.
Memberships: billing, pausing, and renewals
Start, pause, resume, and cancel a client's membership — and why pausing beats cancel-and-restart when someone needs a break.
Paying with account credit
Spend a client's banked dollar balance on unpaid classes — including classes someone else is attending.
Becky, your AI receptionist
What Becky can and can't do
An honest account of Becky's autonomy settings, what she does on her own, what she only drafts, and what she will never do.
Broadcasts: messaging a group of clients at once
Send a one-off email or SMS to a targeted group of clients, with a live recipient count before anything goes out.
Win-back and re-engagement campaigns
Automated outreach that runs on its own — how to check what a campaign has been doing before you change or run it.
Becky's nudge queue: what she checks in on
The people Becky flags for a personal check-in, why she flagged them, and the send, waive, and snooze options on each one.
Marking a client conversation handled
Clear the needs-attention mark on a thread you already answered elsewhere, and send a one-off text when you've fixed something for a client.
Clients & Communication
Client notes and health intake forms
Keep internal notes on a client, and record injuries, limitations, and experience level so instructors see them before class.
Finding and merging duplicate clients
Spot when one person has two records, and combine them safely — bookings, packages, and payments included.
Resending a client's portal link
Send a fresh portal link by text when a client can't log in, lost the welcome message, or needs it again before class.
Reported issues: what clients flag and how to resolve them
Where the problems you flag in the app live, how to comment, resolve or reopen one, and how to file a new one.
Staff
Reports & Growth
The monthly report: what's in it
The revenue, visits, cancellations and unpaid items your studio's monthly report covers — and how to download or email it.
Referrals: growing your studio with existing clients
Give each client their own referral link, send it to them by text, and see the other growth tactics that sit alongside it.
Social posts and the weekly blog (Social add-on)
How the Social add-on drafts a week of posts from your studio's brief, and what you can and can't change once they're queued.