V2 Classes: Staff Management

Table of Contents

There are two ways to assign staff to classes.

From the Class Editor

1. Open the class editor.
2. Scroll to the Staff & Location section.
3. Select a staff member from the dropdown.
4. Optionally, click Apply to All to apply the same staff assignment to all class times.
5. Save your changes.

From Staff Management (Daily View)

1. In V2, go to Classes & Appointments > Staff Management.
2. Select a date using the date picker.
3. Click the staff cell next to the class time you want to assign.
4. Select a staff member from the dropdown.
5. Choose the scope of the assignment: this class only, this and all future classes, all classes that day, or a custom date range.
6. Confirm the assignment.

Note: Assignments made through Staff Management will also appear inside the class editor for the same class time.

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Staff and instructors can be added right from the assignment drop down menu. Just click “add new” when assigning staff and fill out the required information.

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Only this class/appt: The staff member will only be assigned to this one class and class time.

This and all future classes at this time: The staff member will be assigned to this specific class at this specific class time for the foreseeable future.

All classes that day: The staff member will be assigned to all class times for that specific class on the selected date.

For a date range: The staff member will be assigned to this specific class at this specific class time during the date range selected.

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1. In V2, go to Classes & Appointments > Settings.
2. Under Staff Management Settings, toggle on Show Assigned Staff at Registration.
3. You can also customize the label (for example, changing "Staff" to "Instructor") using the Customize Staff Title field.

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Staff analytics provides a summary of each staff member's class assignments, scheduled hours, and participant counts.

1. In V2, go to Classes & Appointments > Staff Analytics.
2. Use the date range filter to select the time period you want to view.
3. The table shows each staff member's number of assigned classes, total hours, participants registered, and participants attended.
4. Click Export to download this data for reporting or payroll purposes.

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To disable staff management and assignment:

1. In V2, go to Classes & Appointments > Settings.
2. Scroll to Staff Management settings.
3. Toggle off “Assign staff to your classes or appointments.”

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