Features, FAQs & Guides

    What can BrightCore do?

    Browse every feature and capability, or search for exactly what you need.

    Step-by-Step Guides

    Connect > Automations

    Building a workflow

    1. Click Automations in the left panel.
    2. Click New Automation in the top-right of the builder panel.
    3. The canvas opens empty. Drag a trigger from the left sidebar to begin.
    4. The sidebar has four sections: Triggers, Actions, Conditions, Timing.

    Triggers

    Actions

    Click the + button after any node to add an action:

    • Send Email: select a template or create a new one, set the subject line
    • Push Notification: enter notification text
    • Add Tag: select or create a tag
    • Remove Tag: select a tag to remove
    • Add Credits: enter a number of credits to add

    Conditions (branching)

    Drag a condition from the sidebar to create a yes/no branch:

    Conditions show two paths: YES (green) and NO (red).

    Delays

    Drag from the Timing section. Presets: 1 hour, 1 day, 3 days, 1 week. Once on the canvas you can edit the duration and unit (Minutes / Hours / Days / Weeks).

    Saving and activating

    1. Enter a name in the editable field at the top.
    2. Click Save Draft to save without activating.
    3. Click Activate to save and go live immediately.

    Calendar > click any time slot or the + button

    The class creation form opens in the right panel. Duration updates automatically as you set start and end times.

    Name and Instructor

    • Enter the class name.
    • Select an instructor from the dropdown (optional: leave blank if no instructor is assigned).

    Description

    • Enter a description (optional). The field auto-expands as you type.

    Location and Room

    • If your business has two or more locations, a Location dropdown appears. Select a location first.
    • If the selected location has rooms configured, a Room dropdown appears. Selecting a room auto-fills the capacity to match that room's capacity.
    • If you have one location with no rooms configured, neither dropdown appears.

    Start Time and End Time

    • Set Start Time and End Time using the hour and minute dropdowns (minutes in 5-minute increments).
    • A Duration display shows the calculated length automatically.

    Capacity and Credit Cost

    • Capacity: set the maximum number of members who can book.
    • Credit Cost: choose how many credits members spend to book.
    • If credit cost is set to 0, a price via web booking must be set (minimum €5), unless your account is on a CORE plan which allows free classes.

    Calendar Colour

    • Choose a colour for this class. The selected colour appears on the class card in the calendar.

    Subscription Required

    • Check Subscription Required to restrict this class to members with an active subscription.
    • When checked, select which subscription plans grant access. Members without one of the selected plans cannot book.

    Allow Private Session Buyout

    • Check Allow Private Session Buyout to let a member book all available spots at once when the class is empty, reserving it privately.
    • When checked, enter a Buyout Price (€) and Buyout Credits.
    • Once any other member has booked a spot, the buyout option is no longer available for that class.
    • The member who buys out can invite others to fill the remaining spots.

    Repeat This Class

    • Check Repeat this class to make this a recurring class.
    • Select the number of weeks to repeat.
    • The class is created at the same time on the same day of the week for the selected number of weeks.

    Click Create to save.

    Calendar > Templates tab > + New Template

    Templates store your default class settings so you can apply them quickly to new time slots without re-entering details each time.

    A template holds all the same fields as a single class (name, description, instructor, location, room, duration, capacity, credit cost, colour, subscription requirement, public booking, private buyout) but has no specific date or time. Those are chosen when you apply the template to a slot.

    Note: Checkout Upsells become available on an existing template after it has been saved. Edit the template and the upsell product picker appears, letting you link shop products suggested to members at the end of the booking flow.

    Applying a template

    • In the Calendar, drag the template card from the Templates panel onto any time slot.
    • Or use Select Mode to select multiple slots and click Apply Template.

    Appointments > + New Service

    The configurator has four tabs. A live calendar preview updates on the right as you configure.

    Tab 1: Details

    • Set service name, price, credit cost (optional), description, and calendar colour.
    • Choose location type: In-Person (select a room) or Google Meet (requires staff with Google Calendar connected).
    • Set duration and break time (private buffer after each session, not visible to members).
    • Toggle Required Waiver on if members must sign the liability waiver before booking.
    • Toggle Allow Guests on to allow the booker to bring additional people. Set the max capacity.
    • Toggle Reviews on to collect post-session reviews.

    Booking Mode:

    • One-on-One: standard single-client booking per slot.
    • Shared Room: multiple clients book the same slot up to the room's capacity.
    • Private Party: one booking owns the entire slot. Booker can bring guests up to capacity and receives guest invite links automatically.

    Custom Booking Fields: add up to 3 questions collected from the member at checkout. Set field type (text or number) and whether each is required.

    Checkout Upsells (available after saving): link shop products to appear as suggestions at the end of the booking flow.

    Tab 2: Times

    • Click + Add Row to set available days and hours.
    • Click + Add Break to block out recurring break times.
    • Toggle Room Reservation on to give this service priority over the room during its available hours.
    • Set booking rules: minimum notice, maximum advance booking window, start time increments, and minimum cancellation and reschedule notice.

    Tab 3: Staff

    Choose one assignment mode:

    • Customer Selects: member chooses their preferred staff member at booking. Select which staff are eligible.
    • Auto-Assign: system assigns the staff member with the fewest upcoming bookings. Select the eligible pool.
    • Admin Assigns Later: booking confirmed immediately, staff assigned manually afterwards.
    • No Staff (Resource Only): no person assigned. Used for bookable resources like saunas or courts.

    Tab 4: Notifications

    • Toggle Email Reminders on and set timing for a first and second reminder.
    • Toggle WhatsApp Reminder on (requires WhatsApp configured in Settings). Members receive a message with Confirm and Reschedule buttons.
    • Toggle Auto-Cancel Unconfirmed on to automatically cancel bookings where the member hasn't confirmed within a set window.

    Click Save.

    Pricing > Credit Packs (or Subscription Plans) > create or edit a plan

    1. Scroll to the Restrictions section.
    2. Toggle Restrict to specific classes/services on.
    3. Choose a restriction type:
    • Batch: a specific class series
    • Template: all classes generated from a specific template
    • Class: individual class instances
    • Appointment Service: specific appointment service types
    1. A picker appears showing the relevant items. Click each one to include it.
    2. Click Save.

    Members with this plan can only use their credits on the selected items.

    Connect > select a member > Overview tab

    Pause

    1. In the Subscription card, click Pause.
    2. Enter a reason (required).
    3. Click Pause Subscription.

    The subscription status changes to PAUSED. There is no auto-resume date: it stays paused until manually resumed.

    Resume

    1. In the Subscription card, click Resume.
    2. Optionally enter a reason.
    3. Click Resume Subscription.

    Pricing > Subscription Plans > create or edit a plan

    1. In the plan modal, check the Hidden Plan checkbox.
    2. Click Save. The plan will not appear on the public booking page or member app.

    Share via direct link

    1. In the plan list, click the link icon on the hidden plan card.
    2. A popover shows the direct payment URL: `https://{slug}.brightcore.ie/plan/{planId}`
    3. Click Copy and share the link directly with the intended member.

    Anyone with the link can purchase the plan through your normal checkout flow.

    Pricing > Courses > + New Course

    Step 1: Basic Info

    1. Enter course name, price, and description.
    2. Set the start date.
    3. Set the number of weeks (1–52).
    4. Set the class duration in minutes.
    5. Click Next.

    Step 2: Settings

    Class Swap

    • Toggle on to allow enrolled members to swap between time slots in the same week.
    • Set a swap deadline (hours before class).

    Auto-Repeat

    • Toggle on to automatically create a new identical course when the current one ends.
    • Set the gap between courses: no gap, 1 week, or 2 weeks.
    • A preview shows the calculated next start date.

    Late Enrolment Options: choose one:

    • Drop-ins: members can book individual classes rather than enrolling in the full programme. Set how many weeks into the course drop-ins are available and a per-class price.
    • Pro-Rated: reduces the enrolment price for late joiners. Set an adjustment factor (1.0× to 1.5×). A pricing table previews the cost for joining at each week.
    • Rolling Enrolment: late joiners pay full price but receive the full class count, carrying across into the next course block. Requires Auto-Repeat to be enabled.

    Award Stamp: toggle on to award members a loyalty stamp when they complete all classes in the course.

    1. Click Create Course.

    Members

    Yes. You can search by name or email and filter by active or inactive status.

    Yes. Member profiles are accessed through the Connect page. Each profile shows booking history, attendance, payment history, credit balance, and upcoming bookings all in one place.

    Yes. You can add, edit, and view admin notes on any member. These are internal and not visible to the member.

    Yes. You can create a member manually with their name and email and send them an invite.

    Yes. Your full member list can be exported to a CSV file at any time.

    Yes, if your Web Integration setting is configured as Vetting Required. When enabled, pending signups appear in a dedicated panel for you to approve or reject before the member gains access.

    Yes. You can freeze and unfreeze a member's subscription payments from their profile.

    Yes. Each member has a wallet with an available balance that can be adjusted directly from their profile. The wallet balance can be used by the member to purchase sessions, plans, and other products on the platform.

    Yes. You can add or remove credits from a member's account. A reason is required when making an adjustment.

    Yes. You can change or cancel a member's subscription directly from their profile without them needing to do it themselves.

    Classes & Calendar

    Yes. The calendar supports both a month view and a week view, with day-by-day navigation.

    Yes. You can filter the calendar to show only classes assigned to a specific instructor.

    Yes. When creating a class you can set a recurrence pattern, and you can create batches of classes in a single flow.

    Yes. When editing you can choose to update just that one session, a specific slot, or the entire series.

    Yes. You can bulk-select classes and change the instructor or room, or delete them all at once. Note that bulk time changes are not currently supported — time adjustments need to be made on individual classes.

    Yes. You can view attendees, add or remove members, mark payments, manage a waitlist, and swap members between sessions.

    Yes. You can create courses with dedicated enrolment and attendee management separate from regular classes.

    Yes. You can create reusable class templates and drag them onto the calendar to create a session instantly.

    Yes. In week view you can drag and drop classes to a new time slot.

    Not currently. Classes and appointments can be scheduled in the same room at the same time without a warning. We recommend assigning specific room types to avoid overlap.

    Appointments

    Three booking modes are available. One-on-one is a standard 1:1 booking per slot. Shared resource allows multiple separate bookings in the same room at the same time, useful for saunas, courts, or studios. Private party lets one person book an entire slot and bring guests up to the room capacity, with guest invite links sent automatically after booking.

    Yes. Each service has a card price and an optional credit cost, so members can pay by card or from their credits wallet depending on how you configure it.

    Yes. Each service has its own booking rules: minimum notice required to book, how far in advance bookings are allowed, start time increments, and minimum notice required to cancel or reschedule.

    Yes. You can set which days and hours each service is available, add multiple availability windows, and block out break times during the day when no bookings can be made.

    Yes. You can toggle on a waiver requirement per service. Members must sign the liability waiver before their booking is confirmed.

    Yes. Up to 3 custom questions can be added to any service checkout. Each question can be set as required or optional.

    Yes. Shop products can be linked to a service and members will see them suggested at the point of booking.

    There are four options per service. The customer selects their preferred staff member at booking. The system auto-assigns based on who has the fewest upcoming bookings. An admin assigns the staff member after the booking comes in. Or the service is set up as a resource with no staff, useful for things like saunas or treatment rooms where no person is assigned.

    Yes. Email reminders can be configured with up to two send times before the appointment. WhatsApp reminders can also be enabled independently. Reminder messages include a confirm button to reduce no-shows.

    Yes. If a member hasn't confirmed their appointment after a reminder, you can set the system to automatically cancel it a set number of minutes before the start time.

    Yes. Staff calendars can be connected to Google Calendar via a simple authorisation flow. Once connected, appointments sync automatically and Google Meet links are generated for any virtual services.

    Yes. From the calendar you can reschedule an appointment to a new date and time, optionally change the assigned staff member, and choose whether to notify the member. When cancelling you can issue a full refund, partial refund, or no refund.

    Yes. From the home dashboard you can create an appointment booking directly using the Add Person button. You can book for a new person or an existing member, select the appointment and available time slot, set the payment, add multiple attendees to the same booking, and include internal notes visible to staff only.

    Yes. A room reservation toggle is available per service. When enabled, all other appointments in the same room are hidden from the booking site during those hours, while the priority service remains bookable.

    Payments

    Yes. Payments can be filtered by member, payment type, date range, status, and payment method.

    Yes. You can refund a payment in full or partially, and a reason is logged against the refund.

    Yes, on the Core tier. You can record payments made by cash, card, bank transfer, or other methods and confirm them from the dashboard.

    Yes. Your filtered payment list can be exported to CSV at any time.

    Yes. Unpaid subscriptions from the last 14 days are surfaced on the home dashboard and in the payments section for you to action.

    Pricing & Plans

    Yes. You can create subscription plans with automatic billing. Set the plan name, price, description, and billing interval — this can be any number of days, weeks, months, or years, so you're not limited to standard monthly or annual cycles.

    Yes. You can set how many credits a member receives each billing cycle, toggle on unlimited credits, or leave credits blank for an access-only plan where the member gets access without a credit allocation.

    Yes. Plans can be hidden from the public booking page and member app. Hidden plans can still be assigned to members by staff, or shared via a direct payment link. This is useful for student rates, corporate memberships, couples plans, or any pricing you don't want publicly listed.

    Yes. Every plan has a direct payment link you can copy and share privately. ### Credit Packages

    Yes. Credit packages can be set up with a name, price, description, and number of credits. You can also toggle on unlimited credits for open-ended packs.

    Yes. You can set a credit expiration in days. Leave it blank and the credits never expire.

    Yes. You can limit which bookings credits can be used on. Restrictions can be set by class series, class templates, individual upcoming classes, or specific appointment services. When no restriction is set, credits work across all classes and appointments. This applies to both credit packages and subscription plans.

    Yes, the same hidden plan toggle applies. The pack can be shared via a direct link to specific members only. ### Courses

    Yes. Courses let you create a structured programme that automatically generates all classes and enrolments from a single setup. Set the course name, price, start date, number of weeks, class duration, schedule, capacity, instructor, and location in one flow.

    Yes. You can set which days of the week classes run and add multiple time slots per day.

    Yes, if Class Swap is enabled. You can set a deadline in hours for how close to the class a member can swap to a different time slot in the same week.

    Yes. Three late enrolment options are available independently. Drop-ins lets members book individual classes within the course rather than the full programme, with a per-class price. Pro-Rated reduces the enrolment price for late joiners based on remaining weeks, with an adjustment factor you set. Rolling Enrolment lets late joiners pay full price but receive the full number of classes spanning into the next course block.

    Yes. The Auto-Repeat toggle creates a new identical course when the current one ends. You can set a gap of no time, one week, or two weeks between courses.

    Yes. You can enable a digital stamp awarded to members who attend all classes in the course, which appears in their journal.

    Communications & Automations

    Yes. You can send emails to all members, a filtered segment, or specific individuals using customisable templates.

    Yes. Campaigns can be sent immediately or scheduled for a future date and time.

    Yes. You can build automated workflows triggered by events like a member joining, a birthday, a subscription pausing, or a tag being applied. Actions can include sending emails, applying tags, or adding delays between steps.

    Yes. You can filter members by activity level, subscription status, tags, and custom fields, then message that group directly.

    Yes. You can build templates using a visual editor with text, buttons, images, and your branding. You can also edit the wording on standard system emails.

    Staff & Roster

    Yes. There is a full roster view where you can create, edit, and manage shifts across your team by day and week.

    Yes. You can create reusable shift templates and drag them onto the roster to fill slots quickly.

    Yes. You can add absence blocks for annual leave, sick days, training, and more, and mark shifts as sick leave with an optional replacement assigned.

    Yes. You can publish a week which locks the schedule. Unpublishing reopens it for editing.

    Yes. You can copy the previous week's roster across to the current week in one step.

    Yes. Permissions can be set per staff member covering which sections they can view or manage.

    Shop & Gift Cards

    Yes. You can create physical or digital products with descriptions, pricing, images, stock levels, and categories.

    Yes. Gift cards can be created and purchased by members. You can resend the gift card email and update the recipient's email if needed.

    Yes. Orders can be filtered by status and updated as they progress from pending through to delivered.

    Not natively at this stage. Credit adjustments can be used to approximate a discount in some cases.

    Analytics

    You can view revenue broken down by source, active and new member counts, growth rate, at-risk members, guest and drop-in performance, and staff activity over selected time periods.

    Yes. A staff performance table shows classes taught, revenue, and utilisation over the last 30 days.

    Not directly from the analytics section. Exporting your payments list to CSV is the current option for detailed financial analysis.

    Member App & Booking

    Members can book and cancel classes, book appointments, purchase credits, subscriptions, courses, and gift cards, sign waivers, and access a QR code for entry.

    Yes. A booking widget is available that can be embedded on any external website via a simple code snippet.

    Yes. Members can access the platform through the BrightCore Members App on iOS and Android, or through a branded app if their location has one set up.

    BrightCore Staff App

    Yes. The BrightCore Staff App is available on iOS and Android and gives your team access to key tools on the go.

    Staff can view the class and appointment schedule in grid or list view, filtered by staff member or room. They can add people to classes and appointments directly, check members in, view attendance, and manage bookings from the calendar.

    Yes. The roster is accessible in the app showing the full weekly schedule across all staff. Staff can also view their own schedule and request time off directly through the app.

    Yes. The People section gives access to the full member and staff list. From here staff can view member and staff profiles, adjust a member's credit balance, and message them directly.

    Yes. Each staff profile in the app shows hours worked last week, last month, and all time, along with total classes taught and weekly availability.

    Yes. The full Settings section is accessible from the Staff App, covering all the same configuration options available on the desktop dashboard.

    Settings

    Yes. You can upload a logo, choose logo shape, set primary, secondary, and accent colours, select a font, and toggle between light and dark mode. All changes preview live on a phone mockup before saving. Branding applies across the admin dashboard, member app, and public booking page.

    Yes. You can create multiple named locations each with their own address. Within each location you can create rooms with a name and capacity. Rooms are used across the appointments and class systems.

    Yes. You can set a custom term for classes (e.g. Session, Lesson) and a separate term for appointments (e.g. Treatment, Service) and these will appear throughout the member-facing experience.

    Yes. Instagram, Facebook, TikTok, YouTube, Twitter/X, LinkedIn, and a custom URL can all be added and will appear on your public booking page. ### Public Booking & Web Integration

    Yes. Three modes are available: Invitation Only (no public signup), Open Signup (anyone can join and book immediately), or Vetting Required (members apply and you approve before they can access).

    Yes, when web booking is enabled via Settings. A guest price can be set per class.

    Yes. When web booking is enabled, an iframe embed code is generated in Settings that can be dropped into any external website.

    Yes, when your domain registration is active. ### Booking Policies

    Yes. You can set how many hours before a class members can cancel, whether credits are refunded on cancellation, how far in advance members can book, and the minimum notice required before a class starts.

    Yes. A Bring a Friend toggle is available with options to set the maximum number of guest slots per booking.

    Yes. A Pay Later option can be toggled on to allow members to reserve a spot without immediate payment.

    Yes. QR check-in can be toggled on, requiring members to show their QR code for entry. ### Payments

    Yes. This is a toggle in Payment Settings. ### Dynamic Pricing

    Yes. Dynamic pricing rules can be set per service. Preset options include Early Bird discounts for advance bookings, Last Minute discounts for same-day bookings, and Peak Hour premiums. Custom time-based rules can also be created. A preview table shows adjusted prices across time windows before you publish. ### Legal & Waivers

    Yes. Both a liability waiver and Terms & Conditions can be created and edited in the Legal Documents section of Settings. The waiver can be toggled on or off across the platform and required on a per-service basis for appointments. Terms & Conditions are displayed as a checkbox at checkout which members must agree to before making any payment. ### Notifications

    Yes. Member email notifications can be toggled on or off individually: booking confirmations, cancellation emails, and payment receipts. Push notifications include last-minute booking alerts and credit expiry alerts, with the timing configurable.

    Yes. Staff and admin notifications can be configured separately. You can choose who receives them: the business owner, the assigned staff member, or all active staff. Notification triggers include new bookings, cancellations, waitlist joins, first booking on an empty session, new appointments, and appointment cancellations. ### Reviews

    Yes. Reviews can be toggled on globally with options for named or anonymous feedback. Google Reviews integration is also available to redirect members to leave a review on your Google Business Profile after a session. ### Admin & Security

    Yes. A full audit log records every admin action with timestamps, including plan changes, member updates, settings changes, and logins. Actions are colour-coded by type. ### Data & Migration

    Yes. Members can be imported via CSV with field mapping for name, email, and subscription details. *For anything not covered here, contact the BrightCore team and we'll help you find the best approach.*

    Can't find what you need? support@brightcore.ie