Adding a new coach to LoveAdmin
Steps:
- Navigate to Home > Contacts > Click on the Add Contact button in the top-right
- Choose Staff Member and fill in the required fields
- From the Assign role drop-down menu select Coach
- The coach will receive an email invitation to create a password
Once the coach has created their password, their account and role will be active. For full details on manually adding users, view our full article here.
Assigning the coach role to an existing contact
Through the contact record
Steps:
- Look for the contact you want to assign the role to by using the search bar located at the top-right of your account
- Please note that you can only assign a staff member role to an account owner
- Navigate to the 'roles' tab, located under the 'Personal Info' section of the contact record
- Click the 'is a staff member' toggle
- Click the 'Coaching Staff' toggle to assign the role
Through 'Groups'
You also have the option to assign the coach role to all of your coaches simultaneously, as long as they are already in the system and have been added to a group.
To get your coaches added to a group, please follow the guidance outlined here
Steps:
- Navigate to Settings > Groups
- Click on your coaches group
- Click on the 'Roles' tab
- Click the toggle to assign the Coaching staff role
Note: If the 'Coaching Staff' role is assigned through a group, it will not appear in the 'Roles' column on your Contacts page. The role will only be visible within the contact record.
One your coaches are on your system, you can then assign them to specific schedules, to allow them to see and manage the Timetables for their classes and sessions only, without giving them access to all of the members on your account.
For products without a schedule, e.g. subscriptions, you can choose to assign your coaches directly to the product. This will allow the coach to see all contacts associated with that subscription from their Contacts page.
For more information on this, click here