Enhanced Booking with Primary and Secondary Staff

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With enhanced booking in your fitness business management software, you can assign primary and secondary staff members to clients so they can book sessions with the right trainers. This guide walks you through how to set up and manage these assignments.

1. Open the Account Tab

Click the Account tab to begin managing client accounts.

2. Select a Client

From the Clients list, select the client you want to update.

3. Edit the Client’s Information

On the client’s Personal Information page, scroll to the Client Information section and click the edit icon.

4. Assign a Secondary Staff Member

Under “Secondary Staff Member,” open the dropdown menu and select from the list of available trainers.

5. Save Your Changes

Once you select trainers, they will appear in the “Secondary Staff Member” field. To remove a trainer, click the “X” icon. Then click the Save button to update the client’s settings.

6. Verify Assigned Staff Members

Return to the Clients page and review the assigned trainers to confirm that the correct staff members are listed.

7. Filter Clients by Staff Member

You can filter the Clients list by a secondary staff member using the “Assigned To” filter.

8. Select a Staff Member to Filter By

Search for or select the staff member you want to filter the client list by.

9. View the Filtered Client List

After selecting a staff member, the Clients list will automatically update to show only clients assigned to that trainer.

10. Go to the Account Tab

Click the Account tab to continue updating platform settings.

11. Open Customize Platform

Click Customize Platform to manage business settings and preferences.

12. Open Scheduling Settings

Click Scheduling to access your booking and scheduling configuration options.

13. Enable the Assigned Staff Requirement

Enable the checkbox labeled “Require accounts to have an assigned staff member in order to book a session.” This ensures clients can only book sessions with their assigned trainers.

Once enabled, clients will only see sessions led by their assigned trainers on the booking page.

14. Save Your Scheduling Changes

Scroll down and click the Save button to confirm your updates to the scheduling settings.

Summary

You’ve now set up enhanced booking by assigning primary and secondary staff members and enabling staff-based booking rules. This helps clients book with the right trainers and keeps your schedule running smoothly.

For more help, see related guides on staff management and scheduling settings.

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1. Open the Account Tab

Click the Account tab to begin managing client accounts.

2. Select a Client

From the Clients list, select the client you want to update.

3. Edit the Client’s Information

On the client’s Personal Information page, scroll to the Client Information section and click the edit icon.

4. Assign a Secondary Staff Member

Under “Secondary Staff Member,” open the dropdown menu and select from the list of available trainers.

5. Save Your Changes

Once you select trainers, they will appear in the “Secondary Staff Member” field. To remove a trainer, click the “X” icon. Then click the Save button to update the client’s settings.

6. Verify Assigned Staff Members

Return to the Clients page and review the assigned trainers to confirm that the correct staff members are listed.

7. Filter Clients by Staff Member

You can filter the Clients list by a secondary staff member using the “Assigned To” filter.

8. Select a Staff Member to Filter By

Search for or select the staff member you want to filter the client list by.

9. View the Filtered Client List

After selecting a staff member, the Clients list will automatically update to show only clients assigned to that trainer.

10. Go to the Account Tab

Click the Account tab to continue updating platform settings.

11. Open Customize Platform

Click Customize Platform to manage business settings and preferences.

12. Open Scheduling Settings

Click Scheduling to access your booking and scheduling configuration options.

13. Enable the Assigned Staff Requirement

Enable the checkbox labeled “Require accounts to have an assigned staff member in order to book a session.” This ensures clients can only book sessions with their assigned trainers.

Once enabled, clients will only see sessions led by their assigned trainers on the booking page.

14. Save Your Scheduling Changes

Scroll down and click the Save button to confirm your updates to the scheduling settings.

Summary

For more help, see related guides on staff management and scheduling settings.

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