ROSTERING

With PT Mate you have multiple options when it comes to assigning your staff to your session schedule.

Head to the rostering tab in your calendar page on your business web portal. You can view all sessions and set up your staff roster - https://ptmate.app/calendar/roster

Her you can select the month(s) that you want to set up your roster for. Highlight the month you want to work on.

Note: You can see 2 months ahead on your schedule.

Next, you can see all of your staff members, notice next to each of their names is a colour that will differentiate each staff member helping to identify them on the schedule.

To roster your staff and assign them to classes/ sessions simply select all sessions you want to assign.

Once you have selected the classes/ sessions you will see a drop down box appear giving you the option to select the trainer you want to assign. Next, hit the 'ASSIGN' button to save and update trainer rostered to those classes/ sessions.

Notice the different colours that run down the left side of each class/ session, these help you to identify who is rostered to which class/session at a glance.

If you have assigned staff members to your classes/ sessions in your recurring templates page then you override them here.

Select the classes/ sessions, select trainer then 'assign'.

Selecting the 'All staff' option will allow you to see the full roster, or you can select the individual staff members to see their assigned roster.

Simplify the way you manage your staff using the PT Mate rostering feature.

Available on PT Mate Business. https://ptmate.app/subscription