There are 5 different roles in Wodify that grant various levels of access to your team. Below is a quick summary of each followed by a detailed breakdown of the different features that each role has access to.
Client - The most restricted role, ideal for your clients.
Staff -This role is ideal for people who do not need special access to Wodify Core, but who you do want to calculate Payroll for. (e.g. cleaning staff, interns) Click here to learn more.
Coach - Ideal role for your coaching staff, with access to classes, leads, and clients.
Manager - This role grants more access than the coach role in managing transactions, managing coaching scheduling, membership changes, and communications. Ideal for your general manager(s).
Admin - Full access to all of Wodify Core. This role is reserved for business owners and general managers who will have full access to making changes and seeing financial info in Wodify. Most revenue/financial reports are strictly available to Admins
| Admin | Manager | Coach | Staff | Client | |
|---|---|---|---|---|---|
| PERFORMANCE AND JOURNAL | |||||
| Enter performance results | X | X | X | X | X |
| Like/Comment on results | X | X | X | X | X |
| View personal performance history | X | X | X | X | X |
| View other client's performance history | X | X | X | ||
| Sign in all clients from Coachboard | X | X | X | ||
| Sign in themselves from the Coachboard | X | X | X | X | X |
| Create and Review Journals | X | X | X | X | X |
| View Video Library | X | X | X | X | X |
| View Leaderboards | X | X | X | X | X |
| Workouts, PROGRAMS, AND CLASSES | |||||
| Manage Workouts | X | X | X | ||
| Manage Components, sections, and Benchmarks | X | X | X | ||
|
Manage Programs, Recurring Classes, and Classes |
X | X | X1 | ||
|
Create new classes |
X | X | |||
| CLIENTS, LEADS, AND MEMBERSHIPS | |||||
| Create Leads | X | X | X | ||
| Disposition Leads | X | X | X | ||
| Export Leads to Excel | X | X | X | ||
| Convert Leads to Clients | X | X | X | ||
| Create and Deactivate Clients | X | X | X | ||
| Suspend/Reinstate Clients | X | X | X | ||
| Create Client Memberships | X | X | X | ||
| Deactivate Memberships | X | X | |||
| Manage Membership Discounts, Holds, and Stops | X | X | |||
| Manage Client Payment Methods | X | X | X | ||
| Add Activity, Emails, Notes, and Attachments | X | X | X | ||
| Manage Client Relationships | X | X | X | ||
|
Manage Client Reservations |
X | X | X | ||
|
Manage Client Roles & Permissions |
X | X | |||
| Manage Membership Templates | X | X | |||
| Manage Drop-In Configuration | X | X | |||
| Update personal information | X | X | X | X | X |
| Update other client's personal information | X | X | X | ||
| Manage SMS for Leads and Clients | X | X | X | ||
| APPOINTMENTS | |||||
| Sync Google Calendar | X | X | X | ||
| View Appointment Calendar | X | X | X | ||
| Manage Services and Memberships | X | X | |||
| Reserve and Sign into an appointment for a client | X | X | X | ||
| Configure Appointment Settings | X | X | |||
| Assign memberships to clients' profiles | X | X | X | ||
| COMMUNICATION | |||||
| Create and manage announcements | X | X | X | ||
| Send a Mass Email | X | X | X | ||
| Send a Conversation Email | X | X | X | ||
| Send an SMS | X | X | X | ||
| Manage Automated Emails | X | X | |||
| Adjust Email settings | X | X | |||
| DOCUMENTS | |||||
| Create and manage Waivers templates | X | X | |||
|
Create and manage Contracts templates |
X | X | |||
|
Convert Drop-In Waivers to Lead Profiles |
X | X | |||
| Email or upload Waiver for Client | X | X | X | ||
| Sign a personal Waiver or Contract | X | X | X | X | |
| INVOICES AND TRANSACTIONS | |||||
| Collect Payment on Invoices | X | X2 | |||
| Refund Payments | X | X | |||
| Cancel Transactions | X | X | |||
| Purchase Store Credit for Clients | X | X | |||
| Manage Invoice Configuration | X | X | |||
| Manage Merchant Configuration | X | X | |||
| Manage Discounts and Tax Rates | X | X | |||
| View Wodify Billing | X | X | |||
| View List of All Invoices | X | ||||
| Create Custom Invoices | X | X | |||
| PAYROLL | |||||
| Setup Payroll | X | X | |||
| Process Payroll | X | X | |||
| My Payroll | X | X | X | X | |
| RETAIL AND PRODUCTS | |||||
| Manage Products and Inventory | X | X | |||
| Complete Transactions in Wodify POS | X | X | X | ||
| Return and Refund Items in Wodify POS | X | X | |||
| Access to Wodify POS from mobile app | X | X | X | ||
| REPORTS, DASHBOARDS, & Business Info | |||||
| Access to Client Reports | X | X | Some3 | ||
| Access to Attendance Reports | X | X | X | ||
| Access to Financial Reports | X | Some4 | |||
| Access to Performance Reports | X | X | X | ||
| Access to Insights | X | Some5 | Some6 | ||
| Access to Business tab | X | X |
Note:
- Coaches cannot add to or change the coaching assignments of classes
- Coaches do not have access to reports displaying financial data or a member's home address
- Coaches only have access to the Attendance, Clients, and Leads Insights dashboards
- Managers are not able to process cash payments unless it is set as the client's default
- Managers do not have access to revenue reports but do have access to financial reports about failed payments, store credit, and daily cash reporting
- Managers only have access to the Attendance, Clients, and Leads Insights dashboards
If you need any additional assistance with Permissions for Admins, Managers, Coaches, Staff & Clients, feel free to reach out to us at support@wodify.com.
Comments