Role Specific Guides
Sweatpals for Staff
read below for a helpful checklist of training articles and workflows your staff members can use to get started in sweatpals before you start make sure all staff members have created and verified their sweatpals accounts confirm staff roles and permissions are set correctly based on responsibilities staff & account management https //help sweatpals com/kh7r 11 creating your sweatpals account docid\ b4hbasinfvmzu9xamnvlb https //help sweatpals com/84 team management#permission levels https //help sweatpals com/13 switching between profiles classes, events, & retreats https //help sweatpals com/31 creating classes https //help sweatpals com/21 creating events https //help sweatpals com/41 creating retreats https //help sweatpals com/21 creating events#7ngqz docid\ kj75r2ziiomibftzcbzks https //help sweatpals com/33 class operations#my76a https //help sweatpals com/32 class bookings and capacity#1rna3 https //help sweatpals com/21 creating events#atgcw https //help sweatpals com/32 class bookings and capacity#uzyii https //help sweatpals com/23 event operations#9e83z memberships & classpacks https //help sweatpals com/52 creating and configuring memberships https //help sweatpals com/81 member management dashboard adding notes to members (coming soon!) (coming soon!) https //help sweatpals com/65 point of sale pos on desktop note for prospective members who call in to get setup with membership, you can follow the same process as the in person membership enrollment or email them the respective membership signup link https //help sweatpals com/53 managing active members#pjpxe https //help sweatpals com/53 managing active members#pjpxe adjusting billing dates (coming soon!) (coming soon!) note to change a member's billing date, email mailto\ support\@sweatpals com with member's name and email current billing date requested new billing date https //help sweatpals com/62 pricing tools and strategies#2v wu https //help sweatpals com/53 managing active members#bfgwt daily operations facilitating check in https //help sweatpals com/22 event registration and attendees#vlvbi vs https //help sweatpals com/22 event registration and attendees#huyhj using point of sale (pos) https //help sweatpals com/61 payment processing#obil9 vs https //help sweatpals com/65 point of sale pos on desktop open gym drop ins (coming soon!) (coming soon!) note you can currently create a daily gym drop in event that allows users to purchase day passes online or process drop ins through pos at the front desk https //help sweatpals com/22 event registration and attendees#pyc49 https //help sweatpals com/84 team management#volunteer management https //help sweatpals com/85 safety and compliance#adding a waiver guest pass management (coming soon!) (coming soon!) family/household management (coming soon!) (coming soon!) assisting members https //help sweatpals com/32 managing your billing and payments updating member profile information (coming soon!) (coming soon!) upgrading & downgrading membership (coming soon!) (coming soon!) adjusting booking limits (coming soon!) (coming soon!) adjusting billing cycle (coming soon!) (coming soon!) member communication https //help sweatpals com/71 email and sms campaigns#g3p6e https //help sweatpals com/71 email and sms campaigns#stml4 https //help sweatpals com/82 group chats and social feed https //help sweatpals com/82 group chats and social feed#ughdg https //help sweatpals com/82 group chats and social feed#cvmvf messaging members individually (coming soon!) (coming soon!) note if you have the new email editor beta enabled, you can already email/sms members directly from the community tab look for the message icon next to each member's name troubleshooting & support https //help sweatpals com/73 troubleshooting common issues if the resources above don't answer your question or resolve your issue, please email support\@sweatpals com and cc your success manager for additional assistance