This article shows highlights the key things to do to ensure Team members are correctly added to the system.
ADD TEAM MEMBER
Users should be happy that they have added the Team member to the software and they are ACTIVE.
To learn more about Team member management click here.
As a checklist, Users should ensure that the following attributes are configured correctly:
- Home Club
- Additional Locations (if required)
- Schedule is published (if required)
- Trainer is added to Groups (if required)
TRAINER WORKING HOUR ASSIGNMENT
It is recommended that once a Trainer has been added to the Club, their Working Hours are correctly configured to minimise scheduling conflicts. Users can select to BLOCK ALL Working Hours applied to the Trainers Working Hours after which a REVIEW form is shown to summarise the action.
It is recommended that Trainer availability for new Trainers is closed out until the date the next class timetable is due to be applied on.
If Trainers are associated to multiple Locations, Users should BLOCK ALL working hours for all associated Locations.
To learn more about Working Hours management click here.
TRAINER SERVICE ASSOCIATION
Once a Trainer has been successfully added to the system and their Working Hours closed, Users should next associate Trainers to Services. This can be done by selecting SERVICES > SERVICES > BULK EDIT button. The form will load to show the following:
When users select the CLIENT option, Users can make changes to the settings of the Services and also add and remove Trainers.
To add Trainers to the selected Services at the same time, Users should scroll the bottom of the form where they will see +TRAINER ACTIVITIES TO ADD.
Users should select the TRAINERS button and then select and apply a Trainer(s).
Users then should select the LOCATIONS button and select and apply a Location(s).
In order to associate the Trainer(s) at the Location(s) to the Service(s), Users MUST select the +BULK ADD button. Users will then see the that they have been associated to form as follows:
To complete the association of Trainers to the Services, Users should select the SELECT ALL button and then UPDATE. The form will save and Trainers can now have bookings with the Services that have just been associated to their profiles.
ADDING TRAINERS TO CLASSES
Now that Trainers have been added to the system, their Working Hours closed and they have been associated to Services, Users should now create appointment for them for Classes or individual sessions. For more information about Timetabling recommendations Users should select here.
APPLYING WORKING HOURS
The final stage in correctly configuring Trainers is to apply their Working Hours so that Users can view their availability for all types of appointments.
For more information about applying Working Hours, Users should select here.