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Coach vs Admin access

For your staff members you can set them up with either Coach access or Admin access to the Control Panel. As a general rule Admins can view and edit financials and Coaches have no access to this. A full breakdown section by section is below.

 

Coach Control Panel Access

  • Dashboard
  • People
    • Members
    • Leads
  • Appointments
    • Appointments
  • Products
    • Charge a Guest
  • Schedule
    • Schedule
    • Check-Ins
    • Upcoming/Past Events
    • Locations
    • Class Types
    • Discounts
  • Track
    • Track
    • Favorite Workouts
    • Track Types
  • Reports
    • Open Invoices
    • Birthdays

 

Admin Control Panel Access

  • Dashboard
  • People
    • Members
    • Leads
    • Staff
    • Migration Assistant
  • Appointments
    • Appointments
    • Appointment Types
  • Plans
    • Plans
    • Plan Categories
    • Discounts
  • Products
    • Products
    • Charge a Guest
    • Product Categories
    • Pre-Orders
  • Schedule
    • Schedule
    • Check-Ins
    • Upcoming/Past Events
    • Locations
    • Class Types
    • Discounts
  • Track
    • Track
    • Favorite Workouts
    • Track Types
  • Reports
    • Insights
    • Metrics
    • Transactions
    • Payments
    • Daily Deposits
    • Check-In Metrics
    • Annual Revenue Report
    • Sales Tax Liability
    • Product Sales Report
    • Payroll
    • Open Invoices
    • Birthdays
  • Settings
    • Your Account
    • Settings
    • Integrations
    • Bank Connection
    • Lead Capture
    • Waiver
    • Policies

 

Notes

You can designate a person a 'coach' role but restrict all access to the Control panel by switching access off in their coach info/settings page.

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