Growth & operations9 minute tutorial

Sell and schedule private lessons

Create one-on-one packages, record externally collected or complimentary purchases, and schedule against protected lesson credits.

Available now

This workflow is available in the live web product. Follow the documented data controls and keep appropriate operational backups.

Before you start

  • An active or trial member record.
  • An owner or manager-approved package name, lesson count, duration, price, and optional expiration or program.
  • Payment already collected outside Dojo Wizard, or approval to grant a complimentary package.
  • An owner, manager, or instructor account to assign as the teacher.
1

Create the package catalog entry

An owner or manager opens Private lessons and defines the package name, lesson count, fixed duration, listed price, optional program, and optional expiration in days.

The expiration period begins when a purchase is recorded. Archive an offer to stop new purchases without rewriting balances already issued from it.

Open Private lessons
2

Record how the member received the package

Choose the member and active package. Select Paid outside Dojo Wizard only after the school has collected the money through its existing process, then record the amount received.

Choose Complimentary only with school approval. The recorded amount is zero, and no card or online payment is attempted.

The package name, program, count, duration, price, source, and expiration are snapshotted on the purchase so later catalog changes cannot alter that member’s original terms.

Watch out: A private-lesson purchase is an operational credit record, not a receipt, processor transaction, refund ledger, or accounting entry.
3

Schedule against a usable balance

Choose the member’s package balance, instructor, future date and time, and optional location. The lesson duration comes from the purchased package and cannot be changed for one appointment.

A selected location uses its own timezone; otherwise the school default applies. A package tied to a program keeps that program label.

Scheduling holds one remaining credit and rejects an exhausted or expired package, a lesson at or after the package expiration, and overlapping private lessons for the same instructor or member.

4

Complete or cancel from the lesson calendar

After the scheduled end time, an owner, manager, or eligible assigned instructor chooses Mark complete. Completion permanently consumes the held credit.

Cancel a scheduled appointment to restore its credit. To reschedule, cancel the existing appointment and create the replacement against the restored balance.

Tip: Instructors may schedule, cancel, and complete only lessons assigned to themselves. Front-desk staff may schedule and cancel, but cannot mark a lesson complete.
5

Confirm what the member can see

An invited member or parent can see remaining package credits and upcoming appointments, including instructor, duration, and location.

The portal is read-only for private lessons. The member contacts the school to purchase, schedule, reschedule, or cancel.

Open Member portal
Watch out: Private lessons do not consume group-class membership allowance, create group attendance, or advance rank progress. Conflicts with group classes are not detectable because group sessions do not yet assign instructors.

Troubleshooting

If something looks wrong

Why is there no package balance to schedule?

Confirm an owner or manager recorded a purchase for this member, the purchase is not expired or voided, and at least one lesson remains after scheduled and completed appointments.

Why can’t I change the duration?

Duration is part of the purchased terms. Create a separate package when the school sells a different lesson length.

Why can’t I mark the lesson complete?

The scheduled end time has not passed, the appointment was cancelled, your role cannot complete lessons, or an instructor account is trying to complete another instructor’s lesson.

Why can’t two lessons use that time?

The same member or instructor already has an overlapping scheduled private lesson. Choose a non-overlapping time or cancel the earlier appointment first.

Keep going

Reviewed July 27, 2026.