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.
Step 1: Click on the “Customize Platform” tab on the left side bar.
Step 2: Click on the “Client Automation” tab.
Step 3: Select “Assign a Staff Member” from the Filter Automations drop-down list.
Step 4: Click on the “+ Assign a Staff Member” button.
Step 5: Click on the edit icons to customize.
Step 6: Select the action that will trigger the staff assignment.
Step 7: Customize the automation settings.
Option 1: Purchase Automations
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.
Option 3: For “booked this session,” select the service and staff.
Option 4: For has “tag added” or has “tag removed,” select the tags.
Option 5: For has “joined this group”, select the group.
Step 8: Select staff member and save.
Now, you can assign staff members through client automation!