This article will take you through;
What staff roles are available to me?
Each staff member can log into the Glofox dashboard using their staff profile email and the password created while setting them up. However, not all staff members have access to the same sections of the dashboard. Staff members are restricted based on the role allocated to them during the set up of their accounts.
By allocating roles to your team, you can ensure that everybody has access to the parts of the dashboard they need to carry out their duties efficiently, without complicating things for everybody.
Roles include;
Super Admin
Admins
- Classes
- Courses
- Trainer schedules
- Memberships, etc.
Receptionist
- Book members into any class
- Check-in all or one member into a class
- View those booked, on the waiting list, or cancelled a class
- Add members
- Edit member profiles
- See transaction history and make refunds
- Add interactions for members
- Post news and updates
- Send push notifications and SMS messages
- Sell memberships and products
- Add or delete payment methods
- Pause or cancel memberships
- View certain reports
- Delete classes and trainer appointments from the schedule
- Access all functions on the Glofox dashboard
- View most financial reports (Money Owned and Failed Payments are the only exceptions)
- Edit any settings whatsoever; that includes the overall settings, class settings and membership settings.
Those allocated with the role of 'Receptionist' have slight restrictions on their access to the dashboard.
Trainers
- View the classes they are assigned to
- Book members into a class they are assigned to
- Post news and updates
- Add interactions for members
- Check-in all or one member into a class they are assigned to
- View those booked, on the waiting list, or cancelled a class for a class they are assigned to
- Send a Push Notification or SMS to a Class, Course or Appointment slot that they are assigned to
- Access all functions on the Glofox dashboard
- View the classes that other trainers are assigned to (A trainer will only ever see their own classes)
- Edit any settings whatsoever; that includes the overall settings, class settings and membership settings
- Add members
- Edit member profiles
- Edit any class settings
- Edit memberships
- See a members transaction history
- Sell memberships & products
- Add or delete payment methods
- Pause or cancel memberships
- View the reporting section
How to add a staff Member
Adding a member of staff to Glofox is really simple, to do so, follow these steps;
- Go to click the 'Manage' tab
- Click on the 'Trainers' tab
- Click 'Add' button
- The default user role when creating a new one is 'Admin', click the drop-down if you wish to add a Receptionist or Trainer
- Fill in the rest of the user details (name, phone number, email, password, etc)
- Click the 'Save' button
Please note;
All users on Glofox must have a unique phone number and email address. This includes Admin, Trainer, Receptionist, and Clients. If you want your staff to have more than one role, e.g. a Receptionist and a Trainer, you will need to set them up with a second account using another email.
Next steps and additional support
Find out how to delete, replace and restore staff members below;
For additional support, reach out to support@glofox.com, and we will be happy to assist you.
Comments
I want to log my staff members in to classes - do they need 2 accounts?
One as client, one as staff?
Hello John, If I'm understanding correctly you want your Staff to be able to participate in classes? If so then yes, they would also need a client profile. Hopefully, that clears things up a little bit. If not feel free to reach out to support@glofox.com and we will be happy to assist you further.
Hi there, the Admin & Super Admin are also trainers at our studio - can staff have more than one role?
Hello Tani, to do this you'll need to set your staff member up with a second account using another email address. More information on how to set up Staff is available here: https://support.glofox.com/hc/en-us/articles/360005380837
Hello, are setting up my new glofox account now... An Super-Admin(me), Admin, Receptionist and Trainers are also clients, we all need to create a client profile right...? The Trainer has very limited access as a "trainer", in order to get them more access, can I assign them both Receptionists and Trainer at the same time, and how will this work in glfox Pro?
Hello, yes that's right. You need a separate email address for each user. So a Trainer that is also a Client and a Receptionist will need 3 separate accounts with a unique email address on each one. However, you might find that once the Trainer profile is set up, that person won't need to log in as a Trainer too often if they also have a Receptionist account. I hope that clears things up, if you require more information please don't hesitate to get in touch support@glofox.com. Thank you.
How do staff login to Glofox once they are already in the system?
Hello Jodi, they search for their studio on the platform and then log in with the email address used to sign them up. The admin that set them up will have also set a password up for them. If you have any issues reach out to support@glofox.com, thank you.
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