How Do I Set up a Rota?

Navigation: Payment Options > Classes

To set up a rota, you need to first tell the system what coaching requirements your classes have. This is done in the class settings.

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

Step 2: From the list of classes, click on ‘Edit’ alongside the class you wish to set up a rota for.

Step 3: Select ‘Yes’ alongside ‘Set timetable’.

Step 4: Set the dates, start time and end time the class will be running for in the calendar that opens and then click ‘Next’.

Step 5: When the window opens, set the number of coaches required using the dropdown menu.  You will also be able to edit the individual timetable for each session and allocate coaches (only contacts with access rights will be selectable, to see how to give acess rights click here) directly at this point should you have the information available.   

Step 6a: To edit the timetable of an individual session, click on ‘Edit timetable and coach allocation’, this will open the calendar again. Make your changes and click ‘OK’ to return to the coach allocation window.

Step 6b: To allocate coaches, click on ‘Allocate coaches’.  The window will open with a list of available coaches and will allow you to enter their hourly rate.

Step 7: Choose whether to save the settings for the individual session or for all sessions.  Click ‘OK’ to save your changes.

Step 8: Click ‘OK’ to close the ‘set timetable’ window.

Step 9: Don’t forget to scroll down and click ‘Save and finish’ at the bottom of the class settings window for the changes to take effect.