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Add People Wizard
Updated over 11 months ago

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.
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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.
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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.
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Step 4 - Custom Fields

Now set the correct values in the Custom Fields and Submit the details to create this Person.

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