---
title: Sweatpals for Staff
slug: sweatpals-for-staff
docTags:
createdAt: 2025-12-23T15:58:56.827Z
---
Bookmark this guide 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#step-by-step-web-sign-up)**
- [Adding Admins/Team Members](https://help.sweatpals.com/85-team-management#adding-team-members)
- [Assigning Roles & Permissions](https://help.sweatpals.com/85-team-management#permission-levels)
- [Switching Between Profiles](https://help.sweatpals.com/13-switching-between-profiles)
- **Adjusting Email Notifications **(Guide Coming Soon!)
- [Sales Tax Collection](https://help.sweatpals.com/67-sales-tax-integration)
## Staffing & Payroll
- **[Clocking In/Out](https://help.sweatpals.com/85-team-management#clocking-inout)**
- [Viewing & Managing Shift History](https://help.sweatpals.com/85-team-management#viewing-managing-shift-history)
- **[Generating Payout Reports](https://help.sweatpals.com/85-team-management#generating-payout-reports)**
- [Running Payroll](https://help.sweatpals.com/85-team-management#running-payroll)
- **[Working Hours Management](https://help.sweatpals.com/85-team-management#multi-service-provider-support-for-appointments)**
## Managing Experiences
- [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)
- **[Creating Appointments](https://help.sweatpals.com/36-11-appointments)**
- [Setting Visibility for Experiences](https://help.sweatpals.com/21-creating-events#visibility-options)
- [Adding Instructors to Experiences](https://help.sweatpals.com/31-creating-classes#adding-instructors)
- [Rescheduling or Canceling Experiences](https://help.sweatpals.com/33-class-operations#cancelling-or-rescheduling-experiences-via-web)
- [Hide or Unhide RSVP List](https://help.sweatpals.com/21-creating-events#additional-experience-settings)
- [Managing Your Waitlist](https://help.sweatpals.com/21-creating-events#waitlist-management)
- [Cohosting Experiences](https://help.sweatpals.com/23-event-operations#cohosting-experiences)
## Memberships & Classpacks
- [Creating and Configuring Plans](https://help.sweatpals.com/52-creating-and-configuring-memberships)
- **[Creating Promo Codes for Plans](https://help.sweatpals.com/62-pricing-tools-and-strategies#promo-codes)**
- **Creating Offers on Plans **(Guide Coming Soon!)
- **Membership Analytics & Reporting **(Guide Coming Soon!)
- **[In-Person Membership Enrollment](https://help.sweatpals.com/65-point-of-sale-pos-on-desktop)**
- [Virtual Membership Enrollment](https://help.sweatpals.com/52a-additional-membership-settings#send-plan)
## Managing Members
- [Pausing/Resuming Membership](https://help.sweatpals.com/53-managing-active-members#member-management)
- [Cancelling Membership](https://help.sweatpals.com/53-managing-active-members#member-management)
- **[Upgrading & Downgrading Membership ](https://help.sweatpals.com/53-managing-active-members#member-management)**
- **[Adjusting Billing Cycle ](https://help.sweatpals.com/53-managing-active-members#member-management)**
- **[Adjusting Membership Rate](https://help.sweatpals.com/53-managing-active-members#member-management)**
- **[Adjusting Booking Limits ](https://help.sweatpals.com/53-managing-active-members#member-management)**
- **[Updating Payment Method or Card on File](https://help.sweatpals.com/53-managing-active-members#payment-method-management)**
- [Adding Member Notes](https://help.sweatpals.com/53-managing-active-members#adding-member-notes)
- **[Fixing Failed Payments or Renewals](https://help.sweatpals.com/53-managing-active-members#resolving-failed-payments)**
## Daily Operations
- **Facilitating Check-In**: [Mobile app](https://help.sweatpals.com/33-class-operations#qr-code-manual-check-in-via-app) vs [Desktop](https://help.sweatpals.com/68-check-in-on-web)
- **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 Attendees Manually](https://help.sweatpals.com/22-event-registration-and-attendees#Pyc49)
- [Waiver & Intake Form Management](https://help.sweatpals.com/87-safety-and-compliance#digital-waivers)
- **[Guest Pass Management](https://help.sweatpals.com/52a-additional-membership-settings#guest-passes)**
- **[Shared Plan Management](https://help.sweatpals.com/52a-additional-membership-settings#shared-memberships)**
- **Open Gym Drop-Ins** (Coming Soon!)
- ***Note****: You can currently create a daily gym drop-in experience 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#manual-campaigns)
- [Adjusting Automated Campaigns](https://help.sweatpals.com/71-email-and-sms-campaigns#automated-campaigns)
- **Community Chats (Mobile App)** (Guide Coming Soon!)
- **Direct Messaging (Mobile App)** (Guide Coming Soon!)
- **Create a Community Post (Mobile App)** (Guide Coming Soon!)
- **Messaging Members Individually** (Guide Coming Soon!)
## Troubleshooting & Support
- [Troubleshooting Common Issues](https://help.sweatpals.com/103-troubleshooting)
:::hint{type="warning"}
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.
:::