Bookings and Classes

Trainers

Before you can start adding your Classes and Services, it’s important to add your Trainers in User Administration.
Trainers are staff who are trained to run your personal training services.

• Trainers are added first under User Administration, selected as Is a Trainer and Staff Resource under the Trainer Tab
  

  

• They will then appear under Bookings and Classes on the Trainer page

Note that any of your staff members can be selected as an instructor for a class; however one-on-one personal trainers must be set up as a Trainer

Add / Edit Trainer Categories

Categories can be a useful tool for organizing your Trainers by group, making it easier to manage, view schedules, and generate reports. For example, you might want to create broad groups like ‘Advanced Trainers’.

• Go to Settings > Bookings and Classes > Trainers > Category List
  

  

  • Click on Add / Edit Category
  • Complete details
    • If you choose to use the default categories provided, make sure to Edit the Category by clicking on the black edit icon
      • This will ensure that the default options suit your specific requirements
• Note, the Period setting refers to the time blocks that will be displayed on your schedule. For instance, selecting 15 minutes would allow you to book a class or service to any Trainer within that Category every 15 minutes from the top of the hour (e.g., 12:00pm, 12:15pm, 12:30pm, and so on)
  

  

Add / Edit Trainer

New Trainers are added first under User Administration, selected as Is a Trainer and Staff Resource under the Trainer tab.
They will then appear under Bookings and Classes on the Trainer page.

Edit Trainer;

• Go to Setting > Bookings and Classes > Trainers
  • Edit your Trainer setup by clicking on staff name or selected black edit icon
    • Edit name if required and apply staff category
    • The roster for your staff member will be selected by default
      • Go to Settings > Rosters and Open Hours to edit trainers roster hours if required
        • Their roster will reflect their available hours in the Schedule
        • Available hours can be further adjusted via Schedule > Make Time Available / Unavailable
        • While you can apply any roster to your trainer, you will avoid future error by using their own
    • Select the Service categories your trainer is able to be booked for
      • If your service categories are not yet created, make note to return to this selection at a later point
• Save

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