---
title: "Setup guide: Monthly rolling class"
description: Setting up a class that takes place weekly and bills monthly, with recommended settings
---

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# Setup guide: Monthly rolling class

## A quick guide to setting up a class that takes place weekly and bills monthly, with recommended settings

**Important:** This setup is not compatible with offering a trial session. Click here for our guide on setting up a monthly class with a trial option.

 

### Creating the product:

- Navigate to **Product management \> Products**
- Click ‘Add product’ in the top-right corner
- Choose ‘Product’ and ‘Class’
- Add your class name
- Add to an existing class product group (folder) if you have one
- Click ‘Add new product’

 

### Product settings

Outlined below are the settings required for a functional class that members can book in the shop and continue renewing onto each month, but you may wish to consider other settings such as age restrictions and forms – for more details check out our broader guide: Adding new products: setting up Classes.

**Details**

If you would like your classes to be bookable in your shop, ensure the Status is Public.

**Pricing**

- Click ‘Add price’
- If you charge a flat monthly rate, enter the cost per month and choose: 
    - ‘Price per’ – Month
    - ‘Purchase option’ – Same day of week, same time
- If you charge based on the number of sessions, enter the cost per session and chose: 
    - ‘Price per’ – Session
    - ‘Purchase option’ – Same day of week, same time
- Click ‘Save’

Billing and renewal

General

- 'Billing frequency' – Monthly
- 'Approve purchase before payment' - No is recommended, but you can choose Yes if you would like an admin to have to approve all bookings
- 'Collect payments automatically' – Yes
- ‘Pro-rata payments’ – not required for per Session pricing, only per Month
- We recommend enabling pro-rata (Calculate based on…) to ensure new joiners do not pay for a full month if they join towards the end of the month

Billing

- ‘Renew on purchase anniversary’ – do not enable
- ‘Billing period starts on’ – 1st
- ‘Monthly invoice date’ – this setting allows you to invoice a few days before the start of the month. If you’ve not used it before, you probably don’t need it

Payment providers

Ensure your payment provider is selected for the first payment and subsequent payment. Ensure only one is selected, and the same one is used for both.

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-04-2026-04-25-32-1512-PM.png?width=223&height=287&name=image-png-Nov-04-2026-04-25-32-1512-PM.png)

Renewals

Ensure ‘Enable automatic renewal’ is ticked, this then reveals further options. ‘Renew participants between schedules’ allows attendees to carry over after a gap of over a month, for example the summer holidays, and is optional.

We recommend leaving the rest of the options as they are, especially ‘How many days before the renewal invoice is raised would you like to generate the order?’ – this prevents new joiners taking spaces from existing attendees.

Click ‘Save’ at the bottom of each section.

**Shop**

If you already have a shop tile for your classes, simply check the ‘Include’ box next to it. If not:

- Click ‘Manage shop tiles’ then ‘Add shop tile’
- Ensure it is active and has a name (e.g. Intermediate classes) 
    - Do not hide the label unless an image is uploaded
- Choose the ‘Week calendar’ view
- Optionally change the tile colours and upload an image
- Click the Save icon then ‘Okay’
- Check the ‘Include’ box next to the tile to assign the class to it

Example of a shop tile with an image and an unhidden label:

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-04-2026-04-25-57-3486-PM.png?width=355&height=315&name=image-png-Nov-04-2026-04-25-57-3486-PM.png)

### Creating the schedule:

- Click the ‘Schedules’ tab at the top of the screen
- Click ‘Add schedule’
- Select ‘Recurring schedule’ then add your session duration, day, and time 
    - Each day/time slot should have its own schedule, so only provide one
- Give the schedule a start date end date (or have it run continuously)

**Important:** No session will take place on the schedule’s end date, so we recommend putting it the day after the last session.

- Ensure an address is added to ensure attendees know where they’re going
- Add a maximum capacity and how far in advance the sessions should be bookable
- 'Let customers choose when they start' – when enabled, new joiners can choose which session is their first, otherwise they must start from the next available session
- Click ‘Save’ and you’re done!

![](https://help.thrive4.com/hs-fs/hubfs/image-png-Nov-04-2026-04-26-24-6894-PM.png?width=1090&height=614&name=image-png-Nov-04-2026-04-26-24-6894-PM.png)

 

### Final checks

Once you’ve finished creating your class product and schedule(s), including any other settings not detailed in this guide, we recommend checking the customer journey by making a booking yourself. No need to confirm the purchase, just add some sessions to your basket and proceed through the checkout to make sure everything’s working as expected and all the information is correct.

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