• Assigning Default Contacts and Roles in Fitness Force

  this document, we will explore the process of assigning default support contacts, coaches, or sales contacts to clients, prospects, or members within the Fitness Force platform. These roles include client representatives, sales owners, and session owners, each playing a vital part in managing client relationships and service delivery effectively. Step 1 Begin by understanding that within Fitness Force, each client can have a default support contact, known as theSome readers

• Staff User Management Guide

  n this section, you will learn how to manage system users effectively. This includes tasks such as suspending users, changing their reporting manager, adjusting access permissions, and updating user profiles. Follow these steps to ensure efficient user management within the system. Step 1 Begin by navigating to the admin section of the system. Once there, search for the staff section to access user management options. Screenshot 1 (https://storage.crisp.chat/uFew readers

• Enabling Staff Appointment and Class Booking Permissions

  his document outlines the process for enabling staff members to book personal training sessions, appointments, or classes. The process involves adjusting staff permissions to facilitate such bookings. Step 1 To enable a staff member to book personal training sessions, appointments, or classes, it is essential that the appropriate rights are assigned. This functionality is dependent on the permissions granted to the staff member. Screenshot 1 (https://storage.cFew readers

• Managing Staff Location Access

  anaging Staff Location Access This document outlines the steps to modify the location access for a staff member. You will learn how to add, remove, or update a staff's location access by navigating through the admin section. This process ensures that staff members have the appropriate access to the locations they need. Step 1 To begin modifying a staff member's location access, navigate to the admin section and locate the staff area. Screenshot 1 (https://Few readers

• Setting Staff Availability and Working Hours

  This document provides a comprehensive process for staff members to set their availability and working hours. Follow these steps to efficiently configure your schedule and manage your work timings. Step 1 Locate your profile by scrolling to the bottom left corner where your name and profile picture (if set) are displayed. Click on it to access the profile and preferences section. Screenshot 1 (https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image1pczbj5.jFew readers

• Defining User Roles and Permissions in Fitness Force Platform

  Managing Staff Permission Templates and Assigning Access This process explains how to create a new staff permission template, review existing templates, and assign a template to a specific staff member to manage their access rights. Step 1: Open Staff Permission Template Settings Type “staff” into the settings search bar and select “Staff Permission Template” from the results to open the permission management area. (https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/eFew readers

• Configuring Booking Permissions for Members and Prospects

  his document outlines the process of differentiating between promotional and transactional communications within the software. The classification occurs at an event or action level and influences how communications are managed according to member preferences. Follow the steps below to understand the setup and functionality of this process. Step 1 Begin by understanding that the software classifies every communication as either promotional or transactional at an eFew readers