Adding a User

Did you hire a new employee?

You need to add someone as a user to your account. 

Let’s take a look at how that’s done!

First, click the home menu. and select “Users” from the pop up options.

Click the blue “New User” plus button at the bottom right of the screen.

Fill in the required information fields, including First and Last name, and the email address that will be used on the user's account.

Permissions:

The User role is the type of access that this new user will have to your location. 

The different user roles are: personal trainer, user, manager, or owner.

For most users, you can simply select Front Desk access, however, if the user needs advanced permissions to edit accounts and run reports, you will need to give them SUPERVISOR, MANAGER, or GENERAL MANAGER access.

Ensure location is correct. For Multi-location properties ensure users have roles assigned at each location.

Lastly if you are assigning a commission group select it or leave it as none.

User Attributes:

These settings allow a user to be selected as a Guru Salesperson, booked for built appointments, assigned as a class Instructor, or selected as someone’s Personal Trainer.

User Attributes are separate from Roles. For example, an Owner may also serve as someone’s Personal Trainer, but that does not mean they have the Personal Trainer role or its related permissions.

Once you have that filled out, you can click Save.

The user is sent an email notifying them of the account creation, they will be in the pending account active status until they set their passwords.

If they have lost initial email have them use their email address and the forgot my password prompts to reset.