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Makeups

Learn how to enable the Makeups feature, issue and manage makeup tokens, and understand how customers redeem tokens to book a new class.

Written by Shaney Thrasher

πŸ“ Overview

The Makeups feature allows you to manually issue makeup tokens to participants who have missed a class. Once a token is issued, customers can use it to book a new session at their convenience.

⚠️ Makeups are currently available for Semester and Camp/Event bookings only. Appointment bookings are not supported at this time.

Makeups must be enabled in your Settings before any tokens can be issued or redeemed. Tokens are never issued automatically, Every token is sent manually.

⛔️ You will not be able to use Makeups until you have enabled them. You can learn how to do this by reading the next section "Getting Started"


🎬 Getting Started

1️⃣ Enabling Makeups

Click here to learn how to enable makeups

✍️Note: The Makeups setting is only accessible to owners and admins. When the setting is turned off, you will not be able to view or issue makeup tokens, and customers will not be able to view or redeem any tokens they have.

  1. Navigate to Settings in your portal.

  2. Scroll to the Makeups Settings section.

  3. Toggle on Allow Makeups.

2️⃣ Configuring Your Makeup Token Settings

Click here to learn how to configure makeup token settings

Once Makeups is enabled, additional settings will appear. Configure these before you begin issuing tokens.

✍️Note: Settings apply to tokens issued going forward. If you update your settings later, the changes will only apply to newly issued tokens β€” not tokens that have already been sent.


Makeup Token Expiration

This determines how long a token is valid. The customer must use the token and complete the new booking before the expiration date.

  • Changes save automatically

  • Default is 1 month after issue

  1. Navigate to Settings and then scroll to find the Makeups Settings Section

  2. Click the dropdown for Makeup Token Expiration and choose when you would like the token to expire.


Eligible Activities

This determines which activities a token can be used to book.

  • Tokens can be used on any activity: The token can be redeemed for any eligible activity, even if it's different from the one that was missed.

  • Tokens can only be used for the original activity they were issued for: The token can only be redeemed for the same activity listing it was issued from. It does not have to be the same scheduled session, just the same activity.

🧠 Example: Any activity: A participant misses Sensory Art. With this setting, they could use their token to book Music + Movement instead.

🧠 Example: Original activity only: A participant misses Ballet on Tuesday. With this setting, they can use their token to book Ballet on Friday, but not a different activity.

  • Changes save automatically

  • Default is Tokens can be used on any activity


Makeup & Cancellation Email Recipient

This is the email address that will receive notifications when a makeup token is issued and when a customer submits a cancellation request.

  1. Enter the desired email address in the field provided.

  2. Select Save.

  3. A confirmation message will display once saved.

✍️Note: This email setting also applies to cancellation request notifications, even if you later turn off the Makeups feature. It defaults to the first owner on the account.

3️⃣ Excluding Scheduled Activities from Makeup Bookings

Click here to learn how to exclude scheduled activities from makeup bookings

By default, all scheduled Semester and Camp/Event activities are eligible for makeup bookings. If you'd like to prevent a specific scheduled activity from being booked with a token, you can disable it at the scheduled activity level.

✍️Note: This setting is only visible when the Makeups feature is enabled. If you later disable Makeups, the configuration for each activity will be remembered.

  1. Navigate to the scheduled activity you want to exclude.

  2. Open the Advanced Settings section.

  3. Locate Makeup Booking Rules and toggle it off.

Disabling this setting means customers will not be able to use a makeup token to book that scheduled activity. This applies to all instances of the activity, including any edited instances.


πŸͺ™ Issuing Makeup Tokens

Makeup tokens can be issued for any Semester or Camp/Event booking. They can be issued for child profiles, adult profiles, and client accounts.

⚠️ Instructors cannot issue a makeup token, but other user roles can.

There are two ways to issue a token: from the roster or from a client profile.

From the Roster

Click here to learn how to issue makeup tokens from the roster

  1. Navigate to the roster for the relevant booking.

  2. Find the participant you want to issue a token to.

  3. Select the three-dot icon (β€’β€’β€’) next to their name.

  4. Choose Send Makeup Token.

  5. Review the token details, add an optional internal note, and select Send Token to confirm.

✍️Notes:

  • Sending a token cannot be undone. The customer will receive an email notification as soon as the token is sent.

  • This option is available on the Booked and Cancelled tabs. It is not available on the Waitlisted tab.

From a Client Profile

Click here to learn how to issue makeup tokens from the client profile

  1. Navigate to the client or participant profile you want to issue a token to.

  2. Go to the Bookings tab.

  3. Find the relevant booking and select the three-dot icon (β€’β€’β€’).

  4. Choose Send Makeup Token.

  5. Review the token details, add an optional internal note, and select Send Token to confirm.

✍️Notes:

  • Sending a token cannot be undone. The customer will receive an email notification as soon as the token is sent.

  • The confirmation modal is the same whether you access it from the roster or the client profile.

  • Once a token is issued, an email confirmation is sent to the customer and to the email address designated in your Makeups settings. The email includes a link directing the customer to their makeup tokens in their Sawyer account.


πŸ” Viewing Attendance & Makeup Tokens

πŸ‘“ Viewing Attendance

Click here to learn how to view attendance

The Bookings tab on a client profile now includes an Attendance column, giving you a quick at-a-glance view of a participant's attendance across all their bookings. Attendance statuses include: Not Taken, Present, Absent, Checked In, and Checked Out.

This column reflects the most current attendance status and updates automatically when attendance is recorded. You can view this from the main Client profile (which shows all associated profiles) or from an individual Adult or Child profile.

πŸͺ™ Viewing Makeup Tokens

Click here to learn how to view makeup tokens

When the Makeups feature is enabled, a Makeups tab appears on the client profile.

  • Viewing from the Client profile shows tokens for all associated profiles

  • Viewing from an Adult or Child profile shows only that profile's tokens

The Makeups tab displays all active, used, and expired tokens, sorted in the following order: Active first (soonest expiring at top), then Used, then Expired.

Each token displays:

  • Participant name

  • Original booking

  • Token status

  • Expiration date (if applicable)

  • New booking (if the token has been redeemed)

Expanding a token will also show: token eligibility restrictions, the name of the staff member who issued the token, the issue date, and any internal notes added at the time of issue.

Makeup bookings can be cancelled or transferred the same way as standard bookings. They are not associated with an order.

πŸ“… Editing a Token's Expiration Date

Click here to learn how to edit a token's expiration date

You can update the expiration date on any token by selecting the edit option below the expiration date on the token.

✍️Notes:

  • Instructors can view the Makeups tab but cannot edit expiration dates. Only owners and admins can make this change

  • Makeup tokens cannot be deleted. If you need to effectively cancel a token, you can set the expiration date to today's date.


πŸ“Š Reporting

Makeups Report

Click here to learn more about the makeups report

A dedicated Makeups Report is available and can be accessed from either the Financials tab or the Reports tab. The report is sent to you via email and includes the following details for all active, used, and expired tokens across all clients:

  • Client name and email address

  • Participant profile the token was issued for

  • Token status (Active, Used, or Expired)

  • Original activity the token was issued from

  • Token eligibility setting

  • Name of the staff member who issued the token

  • Internal note added at time of issue

  • Issue date

  • Expiration date

  • If redeemed, the booking the token was used for

Bookings Report

Click here to learn more about the bookings report

The Bookings Report includes an Is Makeup column (located between the "Booked with Pack" and "Is Free Trial" columns) with a value of true or false for each booking. All other columns remain the same as a standard booking entry.
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Additionally, makeup bookings will display a Makeups label on the roster so instructors can easily identify them. This label appears on both the Booked and Cancelled tabs.


πŸ§‘β€πŸ’» Customer Experience

πŸ‘“ Viewing Makeup Tokens

Click here to learn how customer's view makeup tokens

Customers can view their active makeup tokens in two places:

  • My Account page: Shows tokens for all providers the customer has active tokens with

  • Provider widget: Shows only tokens issued by that specific provider; accessible by selecting the menu in the upper right corner of the widget, then choosing Makeup Tokens

In both locations, customers will only see tokens that are unused and unexpired. Tokens are displayed in chronological order with the most recently issued token at the top. Each token shows the participant name, expiration date, token eligibility, and the details of the original booking it was issued for.

⚠️ If you disable the Makeups feature, your tokens will no longer be visible to customers in either location.

πŸͺ™ Redeeming a Token

Click here to learn how customers redeem a token

Customers redeem tokens from either the My Account page or the provider widget. The experience is the same from both entry points.

  1. Locate the token to redeem and select Redeem Token.

  2. Review the token details, including the participant name, expiration date, original activity, and token restrictions.

  3. Browse or search for an eligible session. Results can be filtered by date or searched by activity name.

  4. Select a session. Each result displays the date, start and end time, location, and instructor.

  5. Optionally, select More Details to view the full activity description before selecting.

  6. Confirm the booking by reviewing the details and selecting Redeem.

  7. A confirmation screen will display. Select View Calendar to see the booking in the customer's account calendar.

⚠️ Once a token is redeemed, the booking cannot be undone or changed by a customer. Providers can still cancel or transfer the booking.

Navigating to the activity's page directly will not apply the token.

Once booked, the token will no longer appear on the customer's Makeups page. The customer and all provider users opted into email communications will receive a booking confirmation email with a link to view their calendar.

Token eligibility is determined by the following rules:

  • Eligible Activities setting: If tokens are restricted to the original activity, only matching sessions will display

  • Token expiration: Only sessions occurring before the token's expiration date will display

  • Scheduled activity eligibility: Sessions excluded from makeup bookings will not display

  • Age restrictions: Only sessions that match the participant's age will display

  • Activity type: Tokens can only be used for Semester or Camp/Event sessions, not Appointments

  • Available capacity: Only sessions with open spots will display

  • Visibility: Only public, published sessions will display; private activities are not available for makeup bookings

  • Booking window: Sessions must fall within the configured booking open and close windows

  • Members-only classes: These sessions are only bookable if the participant has an eligible active membership

🚫 Cancellation Requests

Customers can submit a request to cancel a booking directly from their account. When a cancellation request is submitted, an email notification is sent to the email address configured in your Makeups settings.


❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Can I issue a makeup token to a participant on the waitlist?

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No. The Send Makeup Token option is only available on the Booked and Cancelled tabs of the roster. It is not available for waitlisted participants.

What happens if I change my Makeups settings after tokens have already been issued?

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Updated settings only apply to tokens issued after the change is made. Any tokens that have already been sent will retain the settings that were in place at the time they were issued.

Can I delete a makeup token I issued by mistake?

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Tokens cannot be deleted. However, you can effectively cancel a token by editing the expiration date and setting it to today's date. The customer will no longer be able to redeem it.

What happens to my Makeups settings if I turn the feature off and turn it back on?

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Your sub-settings (token expiration, eligible activities, and email recipient) will be

remembered and restored when you re-enable the feature.

Will customers be reminded about their upcoming makeup token expiration?

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No, but the token expiration date is visible to the customer when they view their tokens in their account.

Can a customer use a makeup token to book an appointment?

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No. Makeup tokens can only be used for Semester and Camp/Event activity sessions. Appointments are not supported at this time.

Can an instructor issue makeup tokens?

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No. Only owners and admins can access the Settings page to enable Makeups. However, instructors can view a participant's Makeups tab and attendance history on the client profile.

What happens to a makeup booking if it needs to be cancelled?

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Makeup bookings can be cancelled or transferred the same way as a standard booking. Keep in mind that makeup bookings are not associated with an order, so no refund will be issued upon cancellation.

Will customers receive activity reminders for makeup bookings?

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Yes, if activity reminders are configured, customers will receive them for makeup bookings just like any other booking.

Are there any forms or agreements customers need to complete when redeeming a token?

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If there are forms or agreements associated with the activity, they will be accessible in the customer's profile after booking. Customers are not prompted to complete them during the redemption flow.

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