Adding Staff Members to your Dashboard
Note: This feature is only available to gym and studio accounts.
In this article:
How do I add staff members to my dashboard?
How to Add a Staff Member
- Head over to the People tab and choose Staff.
- Click on the Plus icon on the top right to Add Staff.
A modal will pop up to enter the staff member’s name:
- If the user is already a contact in the dashboard, search using their name or email and select the correct user.
- If the user is not yet a contact in the dashboard, click the arrow next to “Or enter their information to create a new one”. Enter their first name, last name, and email address, then click Next.
- Click on the Role field to open a dropdown of all available roles at your studio. If you have multiple locations, make sure to select the correct roles for each location.
- To view the permissions for each role, click the View all permissions button. This opens a table showing what tasks each permission can or cannot perform.
- Once you are done selecting roles, double-check that everything looks correct and click Confirm.
- The staff member will now appear in the Staff table and will receive an email with a link to set up their account.
Viewing a Staff's Profile and History
Use the search bar to find your staff member
Go to their profile and you'll see their entire training history
If you want to view them as a client to see what purchases they have made, click the toggle next to Profile and select 'View as Client'
You can also edit their permissions & availability from this page!