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. 

Getting Started

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:

• Administrative Access: Full control over all features, settings, and sensitive data as an Owner, or high-level access to most features as Admin. 
• Client Management: Access to view client detail pages including registrations, purchases, notes, and custom fields. 
• Roster Management: Control over viewing own or all staff rosters, as well as access to client contact information. 
• Event & Appointment Management: Ability to assign substitute staff to events, register students for classes and events, modify appointment details, and cancel or move registrations. 
• Financial Management: Access to process payments through Point-of-Sale, manage purchased packages, memberships, store items, gift cards, account credits, and issue refunds. 
• Check-in System: Access to mark student attendance and manage check-ins for classes and events. 
• Reporting & Analytics: Access to view business analytics and detailed studio reports. 
• Communication: Ability to read and respond to client messages, and create and send newsletters and messages to roster groups.

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.

P.S. Join our Facebook group and connect with other OfferingTree users to share questions, offer ideas and insights, and support each other towards a more thriving wellness business.

Register to our monthly Skill Sparks to stay ahead of the curve! This is where we dive into all the new features and updates like Staff Permission updates we just covered. It's the best way to ensure your wellness business is always taking full advantage of the latest tools.