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 creating your personal account https //help sweatpals com/kh7r 11 creating your sweatpals account adding members to your team docid\ b4hbasinfvmzu9xamnvlb assigning roles & permissions https //help sweatpals com/84 team management#permission levels switching between profiles https //help sweatpals com/13 switching between profiles classes, events, & retreats creating classes https //help sweatpals com/31 creating classes creating events https //help sweatpals com/21 creating events creating retreats https //help sweatpals com/41 creating retreats setting visibility for experiences https //help sweatpals com/21 creating events#7ngqz adding instructors to classes docid\ kj75r2ziiomibftzcbzks rescheduling or canceling classes https //help sweatpals com/33 class operations#my76a managing class capacity https //help sweatpals com/32 class bookings and capacity#1rna3 hide or unhide rsvp list https //help sweatpals com/21 creating events#atgcw managing your class waitlist https //help sweatpals com/32 class bookings and capacity#uzyii co hosting experiences https //help sweatpals com/23 event operations#9e83z memberships & classpacks creating and configuring memberships or classpacks https //help sweatpals com/52 creating and configuring memberships creating promo codes for memberships or classpacks https //help sweatpals com/62 pricing tools and strategies#2v wu membership analytics & reporting https //help sweatpals com/53 managing active members#bfgwt in person membership enrollment 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 viewing & managing members https //help sweatpals com/81 member management dashboard membership renewals or cancellations https //help sweatpals com/53 managing active members#pjpxe managing members pausing or freezing memberships https //help sweatpals com/53 managing active members#pjpxe upgrading & downgrading membership https //help sweatpals com/53 managing active members#new options adjusting billing cycle https //help sweatpals com/53 managing active members#new options adjusting membership rate https //help sweatpals com/53 managing active members#new options adjusting booking limits https //help sweatpals com/53 managing active members#new options updating payment info or billing information \(coming soon!)\ updating member profile information \(coming soon!)\ daily operations facilitating check in mobile app https //help sweatpals com/22 event registration and attendees#vlvbi vs desktop https //help sweatpals com/22 event registration and attendees#huyhj using point of sale (pos) mobile app https //help sweatpals com/61 payment processing#obil9 vs desktop https //help sweatpals com/65 point of sale pos on desktop adding notes to members https //help sweatpals com/53 managing active members#adding member notes adding attendees manually https //help sweatpals com/22 event registration and attendees#pyc49 volunteer management https //help sweatpals com/84 team management#volunteer management waiver & intake form management https //help sweatpals com/85 safety and compliance#adding a waiver guest pass management \(coming soon!)\ family/household management \(coming soon!)\ open gym drop ins \(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 member communication creating email/sms campaigns https //help sweatpals com/71 email and sms campaigns#g3p6e scheduling campaigns https //help sweatpals com/71 email and sms campaigns#stml4 community chats (mobile app) https //help sweatpals com/82 group chats and social feed direct messaging (mobile app) https //help sweatpals com/82 group chats and social feed#ughdg create a community post (mobile app) https //help sweatpals com/82 group chats and social feed#cvmvf messaging members individually \(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 troubleshooting common issues 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 mailto\ support\@sweatpals com and cc your success manager for additional assistance