How to Add Staff, Employees and Teachers

You can add staff members to your account on all our Studio Plans. With staff members you can assign them to events and classes, view which events and classes they are leading by filtering for them on the Roster page, and you can invite them to log in with their own username and password so they can access parts of your admin backend to check-in registrations as well as manage registrations and events. There will be more permissions and levels of access coming in the future. 

The first step to adding staff is to create roles that give them access to your site. Roles are permissions that grant the staff access to parts of your website allowing them to do specific tasks. To create a role, go to the Staff menu item and then press "Mange Roles" button on top. Then press "Create Role" to bring up the role creation screen.

Staff Role Permissions

Turn on the switch that provides each access to the role. The different role permissions are:

• Owner: Manage all aspects of schedule & website, see financials, change plan, receive all owner emails.
• Admin: Manage all aspects of schedule & website. Cannot see financials or change plan.
• Assign alternate/substitute staff to their events: Assign subs to their events. Cannot edit anything else.
• Add registrations to their own events: Add registrations to their own events. Cannot cancel.
• View their own roster: Access their assigned event rosters. Cannot add or cancel.
• View contact info on roster: View contact info for clients on their roster.
• Access the check-in screen: Access the check-in screen options for their events.
• Access the Point-of-Sale: Access the Point-of-Sale to checkout clients.
• Access studio reports and insights: Access all reports and insights.
• Read and respond to client messages: Receive contact form emails & client replies, access messaging inbox.

Create Staff Members

Once the roles have been created, you can create staff members and invite them to your admin site. The staff member will get an email invitation and can create their own login to your admin pages. Based on the role you give them, they will have access to certain sections of your admin site. You can also assign them a pay rate that is used in payroll reporting (see Staff Pay Reporting).

Once your staff have been created you can assign them to your schedule offerings, to your appointment offerings.

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