Everything in one seamless system

Scheduling, billing, messaging, point of sale, and client records— all connected in a modern, intuitive platform.

Scheduling

Manage private lessons, group classes, and staff availability from a shared calendar.

Private lesson scheduling

Schedule one-on-one lessons as single sessions or recurring series. Assign instructors and locations flexibly, and manage everything through the shared calendar.

Group class scheduling

Set up recurring or drop-in classes with assigned instructors and times. Class sessions appear on the calendar for visibility and attendance tracking.

Staff availability

Add availability blocks to show when instructors are open for lessons and allow bookings to align with their schedules.

Late cancellation tracking

Charge for late cancellations automatically, with configurable rules that allow each client a limited number of waived penalties.

Class attendance tracking

Mark clients as present or absent to maintain accurate attendance records for each class.

Customer portal

Clients can view their upcoming lessons and classes online through their personal schedule view.

Point of sale

Sell lessons, classes, packages, and items in one checkout. Fulfillment, payment, and history are handled for you.

Checkout that fits your flow

Build a cart with any combination of lessons, classes, packages, and items. Whether you're checking out a client on the spot or billing for scheduled activity, it all runs through the same streamlined process.

Smart proration

Sell time-based packages anytime—pricing and credits adjust automatically so clients get full value and your schedule stays on track.

Accurate tax calculation

Sales tax is calculated in real time based on product type and your local tax rules, using a reliable, always-up-to-date engine.

Flexible payment collection

Accept card, ACH, or in-person payments—or mark the sale unpaid and collect later. Any remaining balance stays visible in the client's account until resolved.

Automatic fulfillment

When checkout is completed, the system automatically books lessons and classes, activates packages, records items, and updates the client's transaction history.

Streamlined reversals

Reverse individual items in one automated flow. Lessons and classes become unpaid, packages and items are deactivated, and you choose whether to issue a refund or credit. Fulfillment and transaction history are updated for you.

Complete transaction records

Sales, payments, refunds, and credit memos are recorded and linked to the services or items they apply to. You can always see what was sold and whether it was refunded or credited.

Packages & credits

Build packages with credits, class enrollments, memberships, or any combination. Usage is tracked and applied automatically.

Credits for flexible use

Offer prepaid lesson or class credits that clients can redeem on their schedule. Credits apply automatically when booking and are returned if a session is canceled.

Class enrollments

Include automatic enrollment into a recurring class, such as Beginner Foil on Thursdays at 6:00 p.m., as part of a package. Enrollment is removed if the package is canceled or refunded.

Membership access

Mark a package as a membership to grant ongoing status or benefits, with or without including credits or enrollments.

Custom durations and renewals

Set how long each package is valid by days, weeks, or months, and choose whether it renews automatically or expires.

Usage tracking

See how many credits a client has used or has remaining. Counts update automatically as bookings and cancellations happen.

Expiration extensions

Extend the validity of individual credits when needed. Ideal for paused attendance or makeups.

Billing automation

Convert unbilled activity and unpaid balances into sales on a schedule. No manual work required.

Sales from unbilled activity

Lessons, classes, packages, and items that haven't been billed yet are converted into sales with no need to scan calendars or accounts manually.

Automatic balance collection

Unpaid balances are charged using saved payment methods or available credit.

Scheduled billing runs

Choose a weekly or monthly cadence that fits your workflow. Each run happens automatically with no staff action required.

Unified transaction history

Automated charges appear alongside point-of-sale activity to create one complete record for each client.

Payments

Accept payments, track payouts, and manage tax collection in one system.

Secure card payments

Card payments are processed through a fully compliant system that protects sensitive data with no extra setup required.

Built-in payment setup

Apply for and manage your merchant account directly in your dashboard, fully integrated into your workflow.

Payout tracking

View deposit amounts, dates, and related transactions in a clear, organized payout history.

Tax configuration

Specify where you're registered to collect tax, and rates are automatically calculated in each transaction.

1099-K reporting

Year-end tax forms appear in your account automatically when reporting thresholds are met.

Client management

Maintain structured records for clients, contacts, and billing accounts.

Billing accounts

Group clients and their family members into a single account for shared billing. See combined balances, payment history, and activity in one place.

Client profiles

Profiles include contact info, login access, birthday, internal notes, and any custom fields you've added to capture program-specific information.

Contact profiles

Create separate profiles for parents, guardians, or other contacts, each with their own email, phone number, and login access.

Custom fields

Track the details that matter to your business—like uniform size, training goals, or anything else you want to record on each client profile.

Messaging

Send reminders, alerts, and custom messages to clients and staff.

Automated reminders

Email and SMS reminders are sent ahead of scheduled lessons and classes to help reduce no-shows and keep everyone on track.

Schedule change alerts

Send automatic notifications when lessons or classes are added or canceled.

Daily schedule summaries

Send a daily overview of upcoming lessons and classes to help staff and clients stay organized.

Custom messages

Send email and SMS messages for announcements, policy updates, or last-minute changes—no third-party tools required.

Message history

Review past messages and delivery logs to confirm what was sent and when.

Product catalog

Maintain a single, organized list of everything the business sells.

Define every offering

Create lessons, classes, packages, and flexible items such as fees or equipment, all with a clear and consistent process.

One source of truth

The same catalog supports scheduling, checkout, automations, and reports, keeping everything organized and connected.

Scheduled pricing updates

Set start and end dates for prices to plan changes in advance and maintain accurate records over time.

Reports

Scan, filter, and export data across sales, scheduling, and client records.

Transaction history

View a complete list of sales, payments, refunds, and credit memos. Filter by client, date range, or transaction type.

Sales and product activity

See what's been sold, when, and to whom—across lessons, classes, packages, and items.

Scheduling reports

Track lessons and classes by client, instructor, or location. View attendance and review upcoming or past sessions.

Client and contact lists

Access organized records of clients, families, and linked contacts. Filter by status, signup date, birthday, and more.

Document status

Review all documents by type, client, and signature status. Quickly see which ones still need to be signed.

Export-ready data

Download organized CSV files for accounting, internal reviews, or use in other tools.

QuickBooks sync

Send sales, payments, and client records to QuickBooks Online to keep accounting current.

Transaction syncing

Sales, payments, refunds, and credits are recorded with the correct transaction types, including discounts, tax, and processing fees.

Product and client records

Lessons, classes, packages, and items sync as products, and client names and contact details stay aligned automatically.

Always up to date

Everything stays in sync automatically as activity happens, with no extra work.

Documents

Collect signatures for waivers and agreements and store policies in each client profile.

In-person signatures

Clients can review and sign documents directly on a staff device, making onboarding fast and seamless.

Custom document editor

Draft waivers, agreements, and policies using your own language in a built-in editor.

Organized recordkeeping

Signed and stored documents are automatically linked to the client's profile for easy reference anytime.

Informational documents

Create and store documents that don't require a signature, such as welcome packets or policies.

Staff & locations

Manage roles, permissions, and location-based scheduling for your team.

Multi-location setup

Manage multiple locations from one system with filters for schedule, sales, and reports—or run fully separate sites with distinct data and a shared login.

Custom roles and permissions

Assign roles like Admin, Instructor, or Front Desk, each with tailored access to scheduling, payments, reports, and more.

Location-based availability

Set staff availability per location and assign lessons or classes accordingly.

Let's get started

PopCal is ready when you are—built for solo instructors and growing teams alike. Tell us a bit about your business, and we'll guide you through a fast, personalized setup.