Assign a Staff Member Automation

Within our Gym Management Software, you can assign staff members through client automation.

Starting from the “Account” tab on your Dashboard, follow the step-by-step instructions below to learn how to use this feature.

assign staff member

Step-by-Step Guide:

Step 1: Click on the “Customize Platform” tab on the left side bar.

customize platform tab

Step 2: Click on the “Client Automation” tab.

client automations

Step 3: Select “Assign a Staff Member” from the Filter Automations drop-down list.

assign staff automation

Step 4: Click on the “+ Assign a Staff Member” button.

assign staff button

Step 5: Click on the edit icons to customize.

edit

Step 6: Select the action that will trigger the staff assignment.

select action

Step 7: Customize the automation settings.

Option 1: Purchase Automations

purchase options

purchase options

For “purchased specific,” additional options will be available to select the group, plan, package, or product as well as payment plan.

Option 2: For “started this plan,” select the plan.

started plan

Option 3: For “booked this session,” select the service and staff.

booked session

Option 4: For has “tag added” or has “tag removed,” select the tags.

tags added

Step 8: Select staff member and save.

add staff

Now, you can assign staff members through client automation!

Updated on December 29, 2020

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