In this article, you will learn how to enable employees to create and manage courses or appointments:
Table of Contents
- Select Roles
- Check Permissions
- Save Changes
- Troubleshooting
- Ensure Location Access
- Provide Step-by-Step Guide
Quick Guide
- Go to Resources / Employees.
- Select Roles and then the appropriate role.
- Ensure permissions in the tab Calendar & Booking.
- Save the changes.
- If you encounter issues, check specific error messages and adjust permissions accordingly.
- Ensure employees have the necessary location access and corresponding role.
- Provide employees with a step-by-step guide or screenshots if needed.
Detailed Instructions
Select Roles
To enable employees to manage courses and appointments, you must first select the appropriate roles. Go to Resources / Employees / Roles, which provides an overview of all roles.
Check Permissions
Select the role you want to adjust and check the permissions in the tab Calendar & Booking. Ensure the following permissions are enabled:
- Appointments
- Appointment goals
- Appointment Participants
- Book trial training
- Manage Classes
- Class appointments
- Book members for appointments
- Cancelling members for appointments
Save Changes
Once you have checked and adjusted the permissions, save the changes. This ensures that the new settings take effect immediately.
Troubleshooting
If employees continue to have issues, check specific error messages. These can provide insight into which permissions may still need adjustment.
Ensure Location Access
Ensure that employees also have the necessary access to the respective locations and the corresponding role. Without this access, they cannot manage courses or appointments.
Provide Step-by-Step Guide
To make it easier for employees to get started, you can provide them with a step-by-step guide or screenshots. This helps them navigate the system better and use the new functions efficiently.