This is available on Subscription Tiers:
Engage, 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 Profile tab
- Scroll down to Roles & Permissions
- Check the box next to Coach
- Click the Save button
Scribe
FAQs
Q: Is there anything else I need to do for my Coach to see their new permissions?
A: Nope! They may need to give their screen/app a refresh, but they should be all set!
Q: Now that I have a Coach is created, how do I add them to payroll?
A: See our "Set Up and Process Payroll" help article!
If you need any additional assistance feel free to reach out to our team at support@wodify.com
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