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Adding Coaches and Admins in Chalk It Pro

SOP for adding coaches or Admins in Chalk It Pro

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Written by Support Team
Updated over a month ago

Objective:

To add coaches and admins into Chalk It Pro for effective management and organization within the platform.

Key Steps:

  1. Navigate to the members area under coaches in Chalk It Pro.

  2. Create a new member by filling in the first name, last name, and correct email address.

  3. After creating the member, promote them as a coach by navigating to the Promote section and flagging it as 'yes'.

  4. Fill in any additional details if necessary and press save.

  5. Check the member's screen to ensure the new coach or admin has been successfully added.

  6. If the member shows as 'awaiting app registration', it means they have been created in the gym but have not yet registered for the Chalk It Pro app.

  7. The member will receive an email invitation to join the gym, containing instructions on how to register.

  8. If needed, resend the registration email by clicking the Resend Registration Email button and verifying the email address before sending.

Cautionary Notes:

  • Ensure the correct email address is used when adding a new member to avoid registration issues.

  • Double-check all details before saving to prevent errors in the member's information.

  • Make sure to promote coaches or admins accordingly to grant them the necessary permissions.

Tips for Efficiency:

  • Promptly resend registration emails if needed to expedite the registration process for coaches and admins.

  • Regularly check the member's screen to track the status of new members and ensure they register promptly.

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