Team Logins Feature Overview

The following instructions will guide you through the updated team feature, highlighting the management of trainers and staff, scheduling, profile updates, and user permissions. This feature allows both admins and trainers to efficiently manage their schedules, profiles, and client assignments.

Locate the team menu button on the left menu. Click on it to reveal the team feature.

Under the team menu, there are two options: 'Trainers' and 'Staff'. Click on 'Trainers' to view the list of all trainers. Select a trainer to view their schedule, profile, and review section.

You can view and update the selected trainer's schedule in their profile. The admin can do this, or the trainer can manage their schedule from Appointments > Calendar.

In the 'About' section, you can upload a profile photo and multiple cover photos. In addition to profile and cover photos, you can include basic info and a tagline, which will be displayed under the name on mobile apps.

To view clients assigned to a trainer, select the trainer and use the pop-out button. For example, the client assigned to Kanika Verma can be viewed here.

To add a new trainer, click the plus icon and enter their full name, email address, and role.

Under the 'Staff' section, you can view a list of all staff members, including trainers and other roles. Each has multiple action items. The list of all staff members, including trainers, is displayed. You can manage actions like viewing their profile and making changes.

Select 'Manage Profile' to edit details like full name, email address, and role. As an admin, you have control over profile management. You can change their email, revoke access, or reset their password. Quickly copy a user's email ID or manage other aspects of their profile. To add the missing profile picture for a staff member, use the plus icon.

For adding a new staff member, click 'Add Staff' and input their role and other details.

To explore a trainer's profile, log in using a trainer's email ID. Once logged in as a trainer, view their profile layout by navigating to the home section.
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On the home page, trainers can access the 'Account Info' and 'About Me' sections. In 'Account Info', they can update their profile photo.
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Trainers can update their profile photos or modify their full names. To update any remaining details, admin intervention is required.

In the 'About Me' section, trainers can add information such as name, tagline, and cover photos. Additional sections such as 'My Journey' can be added and managed. Trainers can rearrange or delete these sections.

That's an overview of the team feature from an admin perspective.

This concludes the team feature overview from both admin and trainer perspectives. Trainers can update their details, while Admins have the ability to modify them on their behalf. Admins retain the capability to edit details for trainers if necessary.