Asset Schedules allow you to create schedules and restrictions that apply to your plans. 

For example, you can create an asset schedule for your gym hours and apply that to all plans so that if a recurring schedule falls outside the gym hours, such as a holiday closure, the asset schedule would remove either a session or the entire course, depending on your configuration.

Creating an Asset Schedule

Go to Manage > Plans > Asset Schedules

See Below for example Asset Schedules

Custom Courses do not respect Asset Schedules.

• Name - will be displayed in the grid and when selecting an Asset Schedule in a plan

• Active toggle - if off, this asset schedule will not apply to the programs it is assigned to.

Schedule Tab

• Add date/time based restrictions to the schedule tab.

• There are three modes you can choose from:

  • Whitelist: Courses are allowed to be schedule during the times on the calendar (e.g. Gym Hours)

  • Blacklist: Courses CANNOT be scheduled during the times on the calendar (e.g. Holiday Hours)

  • None: Courses can be schedule any time (e.g. only using capacity limits)

Options - Limits & Capacity Tab

• I‌s‌ ‌C‌o‌n‌s‌u‌m‌p‌t‌i‌o‌n‌ ‌S‌h‌a‌r‌e‌d‌ ‌A‌c‌r‌o‌s‌s‌ ‌F‌a‌c‌i‌l‌i‌t‌i‌e‌s‌? (Previously Consumption Shared Across Org)

  • Facility Specific - each facility has a 'bucket' (e.g. each facility can have 3 bookings)

  • Organization Wide - all facilities share the same 'bucket' (e.g. 3 bookings across all facilities)
     

• Maximum Concurrent Contract Count - restrict total contracts across plans by setting a restriction here. 

  • For example, if 3 different programs run at the same time, and once one is booked by one contract, the others should be blocked, then I'd restrict to 1.  
     

• Maximum Concurrent Enrollment Count - restrict total enrollments across plans by setting a restriction here.  
  • For example, two plans at the same time can only have a max of 20 combined enrollees, toggle this on and set to 20.
     
• Maximum overlapping booked sessions - use this to block another program or session from being open to book once another has bookings.  With this option, only the booking limits restrict actual contract/enrollment counts.
  • For example, I have two programs at the same time, but once one has a booking the other should be blocked.  The plans booking limits apply (unlike the toggles above that restrict on contract and enrollment count.

Applying Asset Schedules to Plans

After making an Asset Schedule, apply it to plans on the Schedule configuration spoke of the plan, on the Asset Schedules tab.

Multiple Asset Schedules can be applied to plans.  

 

Asset Schedule Filter Mode

Filter Course vs Filter Session is an important distinction for multi-session courses.

• Filter Course will remove ALL sessions of a multi-session course if at least 1 session is excluded by an asset schedule
   
• Filter Session will only filter the impacted session, but other sessions will remain on the calendar.
   
• Additional Toggle settings here can extend the block before or beyond the course start/end time.

Example Asset Schedules

Gym Hours

Create an Asset Schedule for your gym hours by creating recurring rules for your hours for each day of the week.  Add Holidays first and then general hours at the end. 

Rules can be dragged and drop by click/hold the color sidebar.

To add holidays where you are closed, add the date (either fixed or a recurring rule) and DO NOT add hours.  Check the calendar preview to ensure it is empty

On the Options - Limits & Capacity tab (these are the default settings):

Assign asset schedule to your plans on the Schedule spoke of each plan. 

All additional toggles can be left OFF

Be sure to set the cancel course or cancel session correctly depending on the plan type (for multisession plans).

Optional: Make a Holiday Hours in addition to Gym Hours

You might prefer to have standard gym hours on one asset schedule and holidays on it's own asset schedule.  One way to do that is to make a schedule of your holiday hours (12am-11:59pm to block the whole day) with Blacklist mode.

And leave the default settings for the Options - Limits and Capacity tab

When someone books into a course, close another course at the same time

1. Schedule Tab

• Select No Restrictions

2. Options - Limits and Capacity Tab

• Maximum Overlapping Booked Sessions - ON - 1