๐งโ๐คโ๐ง 8.4 Team Management
manage roles, permissions, and instructor coordination overview communities often operate as teams โ sweatpals supports multiple admins and volunteers to share responsibilities effectively ๐ก team management helps distribute event creation, check in, and communication duties adding team members sweatpals web go to dashboard โteam click +add people use the manual tab and enter your new admin's credentials if they already have an account with us, you can use the from members tab to search through existing sweatpals users assign your admin's role once you're done, click on send invite permission levels team members can be assigned different roles depending on the level of access they need within the community permission / action owner leader volunteer staff create and edit experiences/events/classes โ
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โ โ manage sms/email campaigns โ
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โ โ change instructors for a class โ
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โ โ create and edit memberships โ
โ โ โ create and edit appointments โ
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โ โ view experience level revenue โ
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โ โ view all revenue via billing tab โ
โ โ โ issue refunds โ
โ โ โ make membership changes, such as switch, pause, or cancel memberships โ
โ โ โ manage chats โ
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โ โ manage check in โ
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โ view attendee lists โ
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โ assign other admins at any level โ
โ โ โ assign volunteers only โ
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โ โ clock in/out for shifts โ
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be assigned to events/shifts โ
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manage community settings โ
โ โ โ manage billing, payouts, or stripe settings โ
โ โ โ role summary owner owners have full control over the community they can manage events, classes, memberships, billing, payouts, refunds, team members, community settings, check ins, chats, and revenue leader leaders can help manage day to day operations they can create and edit experiences, manage check ins, view event metrics, manage chats, change instructors for classes, and assign volunteers leaders do not have access to memberships, billing, payouts, refunds, or community settings volunteer volunteers only have access to event check in tools they can help check attendees in and view the attendee list for events they are helping with, but they cannot edit events, change instructors, manage chats, access revenue, or update community settings staff staff members can clock in and out for shifts and be assigned to events they do not have access to edit events, change instructors, manage check ins, view revenue, manage memberships, or update community settings volunteer management assign volunteers to specific events or classes volunteers appear as hosts on public pages they can access event attendee lists and check in tools volunteers canโt modify stripe or payout settings for further instructions regarding the check in feature, refer to this article https //help sweatpals com/33 class operations shifts & clock in/out to accommodate communities with greater operational needs, we added features to track shifts across team members this provides greater management options for gyms and studios, all within sweatpals clocking in/out is done by accessing the https //dashboard sweatpals com/v2/team page, and heading to the time clock tab clicking on clock in starts the shift staff members currently on shift get a "on clock" tag, with details on when their shift started clocking out is handled through the same page the shift history tab displays previous shifts, including their duration the payout report tab contains more details on staff members and their shifts coordination best practices maintain clear communication between team members share your community calendar weekly use group chats for quick operational updates review attendance reports together after each event ๐ค collaborative management ensures a smooth host experience for members