Prerequisites: It is important to have a basic understanding of how Classes and Contracts work in Gensolve.  Contract Classes are simply Weekly Classes specifically setup to facilitate the billing of Contracts.  

For more information on Weekly Class basics please see:

How to Create a New Weekly Class

How to Change the Class Details (Changing Class Times)

How to Enter Class Notes

For more information on Contract basics please see:

How to Set Up a Contract Type

How to Create a Custom Contract

Note: It is not possible to change Standard Classes to Contract Classes, new ones must be created.  Nor is it possible to create classes that are both Standard and Contract Classes, a separate class needs to be created for each type.

Creating Contract Classes

1. Go to Front Office >> Weekly Classes >> New Weekly Class

2. Select a Class Type Group if required. If not required do not select anything. You can create a new Class Type Group by clicking N, or Edit an existing Type Group by clicking E. Class Type Groups are used for reporting purposes.
3. Enter the Class Name.
4. Select the Site for the Contract Class.
5. Select the Provider who will run the Contract Class.
6. Important: Change the Appointment Type from Standard to Contract.  This sets the Class to become a Contract Class.  Once selected, the Charge Types Table will disappear on the right as it is no longer relevant.

7. Select the Appointment Day the Class will be run on >> and the time in the At field.
8. In Duration select the length of the Class.

9. In Max Clients, Enter the maximum number of Clients that should be allowed to be booked into the class. This is displayed on the Contract Class in the Appointment Book.

10. To give the Contract Class an Appointment Colour, click on Set, to the right of Appointment Colour

11. Select the Start Date of the Contract Class Schedule to the right of Add/Remove Classes From

12. Select the End Date of the Contract Class Schedule to the right of 'to'.

13. Click on the Add button

14. The Contract Class Schedule will now be displayed in the table below.

15. Click on Save.

17. The Contract Classes will now be appear in the Appointment Book on the dates and time selected above.

Note:  It is NOT possible to Add or Remove a Client from the Class Schedule by right-clicking on the Class in the Appointment Book as you can for Standard Classes; if you try you will see the 'Not Supported' pop up notice. Instead, edit the class to add the Clients. Then add the Contract, Charge Type, and Budget if needed.