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Why This Matters

Assigning a pay rate by hand every time you add a coach to a class or appointment is repetitive and easy to get wrong. Default pay rates let you set a coach's rate once—on their profile, or while building a program or service—so it pre-populates automatically whenever they're scheduled. Defaults are a time-saver, not a lock: you can override the rate on any individual class or appointment, and changing a default never changes assignments that already exist.

Pre-requisite Pro-Tip

Before you begin:

• Payroll must be enabled in Financial > Payroll > Setup.
• At least one pay rate must already exist (Financial > Payroll > Pay Rates tab).
• Only Admins and Managers can set default pay rates.
• The employee must have a Client Profile with a Staff, Coach, Manager, or Admin role.

Step-by-Step How To

Default pay rates can be set in several places. The Pay tab on a coach's profile is the central hub for one person's defaults; you can also set them in context while building a program or service. Wherever you set a default, it pre-populates the rate when the coach is scheduled and can be overridden on any individual class or appointment.

Option 1: Via the Pay Tab (recommended)

Use this to manage one coach's class, appointment, and administrative defaults in a single place.

1. Navigate to People > Clients and open the employee's profile.
2. Click the Pay tab.
3. In the Default Pay Rates for Classes/Programs block, select one or more programs, then choose a Class-type pay rate for each program.
4. In the Default Pay Rates for Appointments/Services block, select one or more services, then choose an Appointment-type pay rate for each.
5. In the Administrative Pay Rate block, select an Administrative-type pay rate to use when the employee logs administrative hours.
6. Click Save.

Option 2: Via a Program (Classes > Programs)

Use this to assign class defaults to one or more coaches while building or editing a program.

1. Navigate to Classes > Programs and open or create a program.
2. Scroll to the Coach Default Pay Rates block at the bottom of the side panel.
3. Select one or more coaches from the multi-select dropdown.
4. For each coach, choose a Class-type pay rate from the Default Pay Rate dropdown. Use the Manage Pay Rates link to create a new rate without leaving the panel.
5. To assign the same rate to several coaches at once, select them with the checkboxes and use the Change Default Pay Rates action.
6. Click Save.

If a coach has Fixed Pay enabled, the Default Pay Rate field shows "Included in fixed pay." Use Add Additional Compensation to assign a pay rate on top of their fixed salary.

Option 3: Via a Service (Appointments > Services)

Use this to assign appointment defaults per provider, per duration, and per location.

1. Navigate to Appointments > Services and open or create a service.
2. Find the Provider Default Duration Pay Rates block.
3. Select one or more providers from the multi-select dropdown.
4. For each provider, choose an Appointment-type pay rate under each duration column (for example, 30 min, 60 min, 90 min).
5. To bulk-edit, select multiple providers and use the action dropdown to set the default for a specific duration.
6. If the service is offered at more than one location, repeat for each location to set different defaults per location.
7. Click Save.

You can also set a default from an individual class. When you assign or change a coach's pay rate on a specific class, you can set that rate as their default for the program going forward—handy when you're scheduling a coach and notice they don't have a default yet.

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FAQs

Can a coach have different default pay rates for different programs?

Yes. You can set a unique default pay rate for each program. For example, a coach might have a Head Coach rate for your CrossFit program and a Group Coach rate for your Bootcamp program.

What if I don't see any pay rates in the dropdown?

You need to create pay rates first. Go to Financial > Payroll > Pay Rates and create the Class, Appointment, or Administrative rates you need. See Creating and Assigning Pay Rates.

Does changing a default update my existing class assignments?

No. Changing a default pay rate only affects future assignments. Classes and appointments that are already scheduled keep the pay rate they were given when the coach was added.