We've introduced this Wizard in March 2024, and its intention is to make the process of adding Franchisees (EG Centres / Services / Centers) and related Sites (EG Rooms) and Users in an easier way.
β
To add a new Franchisee via the Wizard, click the green '+ Add User Wizard' button.
Step 1 - Details
This step requires you to set the basic details such as first + last name for this new Person.
β
Step 2 - Person Types
Now you select which 'Person Type' this new Person belongs to (EG Child / Staff / etc).
Step 3 - Site Access
In step 3 you determine which Site(s) the new Person should get linked to. You can do this by either selecting individual Sites or Site Aliases.
β
Step 4 - Custom Fields
Now set the correct values in the Custom Fields and Submit the details to create this Person.