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Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.
Why This Matters
Creating a Coach profile allows the Coach to access more parts of the software than if they are marked as a client. Coaches get a separate view in the app, can handle different aspects of a client profile, sign in clients, and more!
Check out this article to see permissions granted to a Coach profile.
Pre-requisite Pro-Tip
Before assigning the Coach permission, you'll need to create the profile first.
Step-By-Step How To
Create the Coach’s Profile
First, the coach needs a profile in your Wodify environment. If the coach already has a profile, feel free to skip ahead.
To create a new profile:
- Click People
- Click Clients
- Click the Create Client button
- Enter their info
- Click the Go To Profile in the pop-up (or locate it in the client list!)
This will take you into their profile so you can set their permissions.
Assign Coach Permissions
Now that the coach has a profile, they’ll need the right permissions to do all of the awesome stuff coaches do.
To assign Coach permissions:
- Open the coach’s profile
- Click the Personal Information tab
- Scroll down to Roles & Permissions
- Check the box next to Coach
- Click the Save button
Need to Get Your New Coach Trained Up on Wodify?
Send them our Coach Training Video Series so they can learn and master the tools that keep your business running smoothly!
FAQs
- "Is there anything else I need to do for my Coach to see their new permissions?"
Answer: Nope! They may need to give their screen/app a refresh, but they should be all set! - "Now that I have a Coach is created, how do I add them to payroll?"
Answer: See our Set Up and Process Payroll help article!
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