Staff and roles
Adding staff, managers, website helpers, hiring, permissions and timesheets.
- How do I add a staff member or give someone back office access?Owners open Settings > Staff, enter the person's email, full name and role under Add someone, and press Add. They sign in with an emailed code, no password.
- What can an owner, manager, staff member and website helper do?Owners see everything. Managers run events, parties, the schedule and front desk, not money or staff. Staff get front desk mode. Helpers only answer questions.
- How do I change someone's role, or remove them?Owners open Settings > Staff. Change a role or coach profile under Roles and coach profiles and press Save, or press Remove beside a person to end access.
- How do I add an authenticator app, or require one for everyone?Each person turns on an authenticator app under Sign-in & alerts. Owners can require it for everyone on Settings > Staff and reset it after a lost phone.
- How do I sign in with Face ID and get phone notifications?Open Sign-in & alerts on your phone. Add the back office to your Home Screen, set up Face ID or fingerprint sign-in, then turn on notifications and pick topics.
- What does a website helper see, and how do I use the Start here page?A website helper signs in to a short Start here page to answer questions, test your site, check their coach profile and send feedback. No customers or money.
- How do I edit my own coach profile?Open My coach profile, change your title, highlights and bio, add a link, then press Save my profile. You can add photos too. It shows on the site at once.
- How do I post a coaching job on my website?Owners open Settings > Hiring, keep Join our team on, list open positions one per line and press Save. Applicants apply on your site and you get an email.
- How do I review job applications and mark who I hired?Owners open Settings > Hiring and scroll to Applications. Open one to read the answers and download the resume, then set a Status and a private Note.
- How do I approve staff timesheets each week and send hours to QuickBooks?Owners open Front desk > Timesheets, check anything marked with a warning, press Approve the week, then Send hours to QuickBooks if QuickBooks is connected.
- How do I set up the time clock for my staff?Owners open Front desk > Timesheets and follow Set up the time clock: mark the gym's location and Wi-Fi, add staff, and give tablet users a PIN.
- How do I fix or add someone's hours when they forgot to clock out?On Front desk > Timesheets, press Edit on the shift, change the times, give a reason and Save. For a shift never clocked, use + Add hours someone forgot.
- How do I read the Hours report and set overtime and pay rates?Owners open Front desk > Hours report to see hours, overtime and estimated pay for any pay period by person, role and day, then print it or download a CSV.