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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"

  2. Set the new staff's name, assign them a barcode and the account type (these are required fields) 

    Create GIF

    The "Account Type"  field is a simple "Employee", "Contractor" or "Coach" designation.

  3. If applicable, toggle the "Instructor" and/or "Coach" flags

    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

    ADD SS

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

    ADD GIF

  6. If desired, set comments on the record

    ADD SS

  7. Select "SAVE" to finalize the personnel record

    ADD SS





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