Manage your staff
To connect your staff - each role has access to different aspects of your business, necessary to the position they're assigned to.
Manager/ Owner
All client management
Add new client
Import client lists
Create/ edit client groups
Client overview
Client sessions
Client billing
Client health
Client progress
Client training
Client details
Client family accounts
Delete/ disconnect client profiles
Client reports
Full access to calendar
Create/ edit sessions
Create/ edit recurring sessions
Create/ edit events
Create/ edit recurring events
Insights
Reports
Roster
Session archive
Delete sessions
Delete events
Delete recurring sessions
Delete recurring events
Manage attendance
All things programming
Create/ edit programs
Create/ edit training plans
Attach programs to sessions
Attach programs to plans
Send plans to clients
Create new movements
Create/ edit benchmark programs
Client health
Create health logs
Activate Nutrition
Set up/ cancel nutrition plans for clients
Habit tracker
Create / delete habits
Send habits to clients
Full access to Billing & Finance
Activate Billing
Create business products
Process payments
Set up / cancel direct debits
Expenses
Insights
Reports
Admin
Manage staff - add/ remove/ edit
Leads page - set up page/ manage new leads
In platform forms & documents create/ edit/ remove/ send forms
Upload documents
Manage business settings
Overview of sessions
Overview of clients
Overview of billing
Client management
Client overview
Access to calendar
Manage attendance
Full access to programming
Create/ edit programs
Attach programs to sessions
Client health
View health logs
View Habit tracker
Trainer
Client management
Add new client
Create/ edit client groups
Client overview
Client sessions
Client billing
Client health
Client progress
Client training
Client details
Client family accounts
Client reports
Access to calendar
Create/ edit sessions (sessions assigned to them)
Create/ edit recurring sessions (sessions assigned to them)
Create/ edit events (sessions assigned to them)
Create/ edit recurring events (sessions assigned to them)
Insights
Reports (sessions assigned to them)
Roster (viewable)
Session archive (viewable)
Delete sessions (sessions assigned to them)
Delete events (sessions assigned to them)
Delete recurring sessions (sessions assigned to them)
Delete recurring events (sessions assigned to them)
Manage attendance
Full access to programming
Create/ edit programs
Create/ edit training plans
Attach programs to sessions
Attach programs to plans
Send plans to clients
Create new movements
Create/ edit benchmark programs
Client health
Create health logs (restricted access)
Nutrition (viewable)
Habit tracker (restricted access)
Create / delete habits
Send habits to clients
Access to Billing & Finance
Process a payment
Reports
Admin
Send forms in platform forms
Upload documents
Assistant trainer
Overview - Sessions
Overview - Clients
Overview - Billing (View only)
Health
Health logs (view only)
Habit tracker (view only)
Admin
Overview of billing (viewable)
Clients (viewable)
Add new client
Create/ edit/ delete client groups
Client overview (viewable)
Client sessions (viewable)
Client billing
Client health (viewable)
Client details
Client family accounts
Delete/ disconnect clients
Client reports
Calendar (viewable)
Insights
Reports
Roster (viewable)
Session archive (Viewable)
Manage attendance
Health (viewable)
Nutrition (viewable)
Habit tracker (viewable)
Assign nutrition plan to clients (Once nutrition has been activated)
Access to Billing & Finance
Payments (viewable)
Memberships
Set up membership recurring debit
Cancel membership recurring debit
Expenses
Insights
Reports
Customer Support
Overview - Sessions (viewable)
Calendar (viewable)
Insights (viewable)
Roster (viewable)
Session archive (viewable)
Overview - Clients/Members (viewable)
Client sessions (viewable)
Client billing (viewable)
Client details (viewable)
Client family accounts (viewable)
Overview - Billing (viewable)
Billing
Payments
Direct debit memberships
Admin
Health logs (viewable)
Nutrition (viewable)
Leads / prospects page (viewable)
Forms and documents (viewable)
Finance
Overview - billing
Client billing
Client details (viewable)
Client family accounts (viewable)
Client reports
Processing payments (viewable)
Direct debit memberships (viewable)
Billing insights
Billing reports
Calendar
Reports
Roster (viewable)
Session archive (viewable)
Admin
Forms (viewable)
Documents (viewable)
Assign staff
To connect your staff - From your Admin page, select the 'Staff' tab. You have two options.
Option 1: Add a staff member
Enter in staff details;
Name
Profile picture (optional)
Email address
Phone (optional)
D.O.B (optional)
Select role
Hit the 'ADD STAFF MEMBER' to save.
Note: When your staff create their account is when they'll add all details.
Once you're created their staff account your will be able to view them from your staff page. They'll receive an email with the log in email address and temporary password. They'll follow the link provided in the email which will allow them to update their new password, update their details and connect with your business.
Option 2: Send invite
Simply enter the email address of your staff member, select the role you want assigned to them, then send invite.
Once you hit the 'Send invite' button your staff member will receive a connection email that will walk them through creating their account and connecting with your business. They'll follow the link in their email which will direct them to a staff sign up page connected to your training space. They'll need to enter their email address and create a password, tick to agree to the T&Cs and Privacy Policy then create their account.
Assigning staff to sessions
To assign your staff to sessions there are 2 options.
Option 1: Assign trainer to an individual session
From your calendar page on your business web portal open the individual session you'd like to assign your trainer to.
Edit the session then scroll down to find the option 'Trainer assigned to session', use the drop down box and select the trainer. Save changes to update the session. Once updated the assigned trainer will be bale to view session from their work calendar.
Note: This will only update the individual session.
Option 2: Assign trainer to recurring sessions
From your recurring templates in your calendar page of your business web portal, open the session template that you want to assign your trainer to. Open and edit the session template. Scroll down to find the option 'Trainer assigned to session', use the drop down box and select the trainer. Save changes to update the session template. Once updated the assigned trainer will be able to view all sessions in their work calendar.
Note: You can edit individual sessions and it will update only the one session. All other sessions will remain set to the trainer in the recurring template.