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When it comes to managing staff the Personnel module allows users to add instructors, coaches, and other staff that work at the center. Once added, users can add contact information, link to customer records and print ID cards.

Step-by-Step Guide

1. To ADD a record to personnel, select "NEW"

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   When clicked a window will open displaying a variety of widgets

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   Select the desired widget and click "ADD"

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   The widget will be added to the dashboard and the user can define specific options depending on the widget selected and select "SAVE"

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   Congratulations, you did it! Continue adding widgets or edit them to make it your own.

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2. Set the new staff's name, assign them a barcode and the account type  

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   Create GIF Image Added Info The "Account Type"  field is a simple "Employee" or "Non-Employee" designation (USED WHERE?)

   
   

3. If appliicable, toggle the "Instructor" or "Coach" flags

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   Image Added Info COACH does XXX and INSTRUCTOR does YYY...here for more info

   
   

4. Continue scrolling down to add contact info - users can add multiple kinds of email, phone or addresses

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   ADD SS

   
   

5. Optionally users can link the personnel record to a customer record which ties them together

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   ADD GIF

   
   

6. If desired, set comments on the record

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7. Select "SAVE" to finalize the personnel record

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