How Do I Assign a Coach to a Class from Class Settings

Navigation: Payment Options > Classes

You can assign a coach from within the settings of a class. To do this follow the steps below:

Step 1: Go to the navigation bar found at the top of the screen and hover over ‘Payment Options’.  Select ‘Classes’ from the dropdown menu.

Step 2: From the list of classes, click on ‘Edit’ alongside the class you wish to assign a coach to.

Step 3a: If no rota has been assigned to the class Select ‘Yes’ alongside ‘Set timetable’ and continue to Step 4.

Step 3b: If a rota has been assigned to the class Select ‘Edit timetable and coach allocation’ alongside ‘Set timetable? Yes’.

Step 4: Click ‘Next’ in the window that opens to set the start time, end time and dates the class will be running.

Step 5: Set the overall number of coaches required from the dropdown menu in the window that opens.  You will also be able to edit the individual time table for each session and allocate coaches directly at this point should you have the information available.  

Step 6: To allocate coaches for individual session, click on ‘Allocate coaches’.  The window that opens will list all available coaches and allow you to enter their hourly rate and save the settings for the individual session or for all sessions.  Click ‘OK’ to save your changes.

Step 7: Click ‘OK’ to close the ‘set timetable’ window.

Step 8: Don’t forget to scroll to the bottom of the window and click ‘Save and finish’ for the changes to take effect.