Now that you have completed Step One and have reviewed the onboarding checklist and timeline, we will begin creating the Studio42 site together. First, we will briefly review the different types of people who will be accessing your site. We will walk through how to add staff and clients to your site and show you how their roles and permissions impact what they can see and do in Pike13.
In our first video, we will touch on the different roles both staff and clients can have in Pike13.
Video: Overview of people
In our Staff video will go over how to add your staff members to Pike13 and assign them one of four roles: owner, manager, staff and limited staff. After we have added our Studio42 staff, we will log in to each staff member’s account to show you how their role impacts what they can see and do on your site.
Clients: Visitors, Clients and Members
Now, we will go over what makes a person a visitor, client or member. This distinction is important when setting up who can enroll in your classes, appointments or courses and purchase your passes and plans.
Clients: Account Manager / Dependents
Finally, we will look at how you can set up a client as an Account Manager and their other family members as Dependents. We will also show you how this relationship will allow clients to share passes, plans and payment methods.
Video: Account Manager / Dependents
Before moving on to Step Three - Services, please make sure you have:
- Added your Staff Members to your site
- Added additional locations, if needed
- Understand the difference between Clients & Members
If you have questions about these tasks, please reach out to your onboarding specialist.