📝 Overview
Your account supports multiple staff members, each with their own roles and permissions. You can give a staff member full admin access, or limit their access to specific sections — for example, allowing them to manage class attendances without access to billing or revenue data.
Staff members are created and managed from the Staff section of your account.
👥 Staff Account Types
When adding a staff member, you will choose one of two account types:
Admin | provides full access to all sections of the account |
Limited Permissions | restricts access to only the sections you permit. To learn more about the available permissions, see the guide here |
Both account types can also be assigned the Instructor role. When a staff member is set as an instructor, they become available to select when setting up a Class Type, an Appointment Type, or a Course.
🛠️ How to Add a Staff Member
To add a new staff member, go to Staff ➜ click the 'Add a Staff member' button.
1️⃣ Enter the staff member's name and email address.
💡 Each staff account must have a unique email address. If you have created multiple accounts using the same address, see the guide here for help resolving this.
2️⃣ Select an account type: Admin or Limited Permissions. If you select Limited Permissions, a list of all available permissions will appear below.
3️⃣ Optionally assign the Instructor role. If selected, an additional set of permissions will appear allowing you to define which sessions the instructor can access (all sessions, or only the ones they teach).
4️⃣ Optionally upload a profile photo. Click 'Choose a File' to upload from your computer, import from a URL, or take a photo using your webcam. You can crop the image as needed.
5️⃣ Tick all applicable permissions, then click 'Create'.
🔔 Once created, an invitation email will be sent automatically to the staff member's email address. They will need to click the link in the email to access their account.
Staff accounts can be edited at any time from Staff ➜ click 'Options' next to the desired staff member. For full details on editing an existing staff member, see the guide here.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
What permissions do I need to give a staff member access to the calendar?
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Click the arrow to see the answer
If the staff member should have full access to the account, set them as an Admin. If they should only have limited access, select the Manage Sessions permission (gives access to session details, prices, and attendees) or Manage Attendances (gives access to attendees only, without payment details). Both can be selected together if needed.
Is there a way to set up a membership that is only available for instructors?
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Click the arrow to see the answer
Yes. You can create a hidden membership that can only be purchased by the business. Any staff member with the appropriate permissions can then add this membership to a staff member's account.
Does each staff member need their own email address?
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Click the arrow to see the answer
Yes. Each staff account must have a unique email address. If multiple accounts have been created using the same address, only the first person to accept their invitation will be able to use it. See the guide here for steps on how to resolve this.