This step-by-step tutorial will show you how to assign specific group events, such as classes or other events, to certain staff members.
This is a beneficial feature as it allows your staff members to have their own login, granting them access to only the events or classes they run.
Furthermore, it enables staff members to receive email notifications when someone books an event they're responsible for. As a business owner, you can also opt to receive a copy of these notifications.
Steps to Assign Group Events to Staff Members:
1. **Navigate to the Staff Management Area:**
a. Access the "Business" menu and select "Manage Staff."
b. Here you should have already created the staff members you want to assign to specific events or classes.
c. If you need to create your Staff Members, see how to do that here.
2. **Access the Group Overview:**
a. Go to the "Business" menu and select "Group Overview."
b. You will see a list of your classes or events.
3. **Find the Relevant Class or Event:**
a. Locate the class or event you want a staff member to be linked to – the one you want them to receive notification emails for and see on their login.
4. **Edit the Class or Event:**
a. Click on the "edit" icon located along the date or term block.
5. **Select the Staff Member:**
a. Find the option labeled "Member of Staff" about halfway down the options.
b. Click on the drop-down menu and you will see a list of the staff members that can be linked to this particular class or event.
c. Select the staff member you want to link to the class or event.
6. **Save Your Changes:**
a. Scroll to the bottom of the page and click "Save" and "Okay," if relevant.
b. The selected staff member is now linked to the specific event or class.
8. **Staff Member's View:**
a. The staff member will now receive notification emails when someone books the class or event they are linked to.
b. When the staff member logs in, they will see the linked class or event in their group overview.
Conclusion:
You have now successfully linked a staff member to a specific class or event, enabling them to manage and receive notifications for their assigned sessions. If you have any questions or need further assistance, please get in touch with the support team at [email protected].