Adding a New Staff Member in Club Ready [for LSAs]

You have a new staff member. Yay! Here is how you add them to Club Ready and onto the Grid View schedule.

Create User Account

• Signed in as the studio LSA, click Staff on the top menu, then choose Add A New Staff Member in the dropdown

• You must select Gender (some bookings request same or opposite gender practitioners)

• For Select Staff Type in the dropdown options choose Lead Sales Associate 2 for SAs, or Stretch Practitioner 3 for SPs. No other details are required.

• Add first and last name.

• Scroll to the bottom and UNcheck "Email New Staff Member Their Login Details". We will not use the default user name created by the system. In the next step we will change it.

• Click the button that says "Add New Staff Member"

• A pop-up box will appear saying they have been added successfully.

• Click the link that says Go To This Staff Members Options

Change User Name

• If you have exited the screen, you can locate the same screen for the next steps by clicking Staff on the top menu, typing the employee name in the search bar, then clicking to select them. Then click the button for Go To Options.

• Click Edit Profile

• Scroll to the bottom section for Login Info

• in the first box that says Login User Name there will be a default autopopulated user name. Delete it and add the user name (all one word, lowercase) that looks like this [First Name][Studio City]. For example, all user names should look like this: jamesfortunion . This enables us to keep user names the same across studios, and when we share employees they can always guess the correct user name for whatever location they are in.

• For New Password choose "Stretch1" and also type it into the Confirm Password box. They can change their password but often it doesn't matter, most employees want to be logged into their own account for notes/outreach credit, so we have not as of yet had any issues with employees intentionally trying to log in as another employee.

• Click To Update

Final Steps

• Add new employees on the Club Ready schedule (see separate article on scheduling)

• Create new employee time clock pin

  • At the top click Staff, then Lookup A Staff Member, search the name and click to select. Click Go To Options.

  • Click Tim Clock Barcode (in the same menu where you found Edit Profile)

  • In the box next to Manually Enter Barcode type the last four digits of their mobile number, then click Update.

• Make sure to have them test while you are together so they can get access to CR and can clock in.