Sweatpals for Staff

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 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