ServEaseDocumentation

Group class detail

The group overview modal — occupancy, slots, receivers, and payments for a service + team line.

Open group overview when you need the big picture for a class-style offering — all bookings on one service + team line within your filtered date range.

Reach it from:

  • Bookings page → Groups (classes) tab → View on a row

Each row on the Groups tab rolls up every matching booking on that service and team — including multiple customers and multiple series. It is an operational dashboard, not a single customer record.

Summary cards (Groups tab)

Before you open the modal, the Groups tab shows extra stat cards tied to your filters (not the summary period pills):

  • Group rows — number of service/team lines
  • Sessions — session count in scope
  • Attendee seats (sum) — total receiver slots across bookings
  • Paid total — collected payments in scope

The group overview modal uses five sections:

TabIconPurpose
OverviewVolume, occupancy, payments by customer, financial roll-up
ReceiversEvery receiver (attendee) with session counts in this group
SlotsEach scheduled session date/time — open bookings in that slot
SeriesDistinct booking series represented in this group
BookingsFlat list of all bookings — list or mini-calendar

Overview

The Overview tab highlights:

  • First session and Last session in the filtered period
  • Occupancy — sessions and bookings count
  • Total paid, To be paid, and Booking value (incl. unpaid)
  • Booking payments by customer table — paid and outstanding per customer
  • Links to preview the service page

Receivers

See who attended (or is booked) across the group, with session counts per receiver. Useful for instructors checking roster fill.

Slots

Session slots breaks the group down by date and time. Each slot shows occupied vs remaining capacity and revenue. Open bookings drills into every appointment in that slot.

Series

Lists distinct booking series that contribute to this group line. Open a series to jump to Series booking detail.

Bookings

A paginated table (or calendar switch) of all individual bookings in scope. View opens Booking detail.

Groups vs Series vs Bookings

ViewUnit of workTypical question
Bookings tabOne appointment“Find booking #4821”
Series tabOne customer’s package“How is Sarah’s 10-pack going?”
Groups tabOne class line (service + team)“How full is Monday yoga this month?”

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