Master Setup - Admins, Locations, Categories
- Kim Saunders
- Emily Carlson
Table of Contents
- 1 Overview
- 2 Required Permissions
- 3 Master Setup
- 3.1 Administrators
- 3.2 Locations
- 3.3 Categories
- 4 Best Practices
- 5 FAQs
Overview
The Professional Admin Setup is where you will configure your Professional Services/Lessons Reservation and Management system.
Required Permissions
Professional Service Admin
Master Setup
Master Setup is used to configure the following aspects of the Professional Services/Lessons Reservations and Management system:
Administrators
Locations
Categories
Booking Rules
Specialist Controls
System Settings
Administrators
Administrators tab is used to set up any club staff member that will have full administrative rights to the Professional Services/Lessons Reservation and Management system. Administrators will be able to take any action within the system including configuring booking rules, adding/editing services and specialists, and managing specialists’ schedules. This is also where existing Professional Service Administrators can be removed if necessary.
Note: If your club wants your specialists to have the ability to manage their own schedule and book appointments for themselves, they need to be set up as Professional Service Administrators which will give them full administrative rights. Functionality will be deployed later in 2022 to limit a Specialist to only modify their schedule, reservations, and settings. It will prevent them from being able to modify the Professional Service configuration, as well as prevent them from accessing other specialist’s schedules and bookings.
To add a Professional Service Administrator:
Click + Add New Administrator.
Search and select from the dropdown list of club staff members.
Only club staff members that are defined within the club’s website staff directory are available for selection as Professional Service Administrators. The staff member will use their website login credentials to access the Professional Services/Lessons Reservation and Management system.
Click Save New Administrator.
Toggle Has Access To Admin Setup to grant the new admin access to Master Setup.
Click OK to acknowledge that the Administrator was successfully saved.
To remove a Professional Service Administrator:
Click Delete (trash can icon) above the Administrator to be removed.
Click Yes to confirm.
Locations
The Locations tab is used to define the location(s) where your club will be offering professional services. Most clubs will only have one location. Some clubs may have more than one location or may decide to break one physical location into various segments (i.e. Wellness Center 1 vs. Wellness Center 2). Only Core Administrators (Clubessential Admins) have the ability to set up the professional service locations. Clubessential will work with your club during the implementation process to define the appropriate location(s) for your Professional Services/Lessons Reservations and Management system.
Categories
The Categories tab is used to define the various categories of professional services your club plans to offer. Examples of categories include: Personal Training, Stretching, Physical Therapy, Individual Instruction, Semi-Private Lessons, etc. Clubs have the ability to enable or disable categories. For clubs offering only one category of services, leave categories disabled. For clubs offering multiple categories of services, enabling categories allows you to organize your services to better assist you in the service setup and booking process. Categories provide a layer of organization so that like-services are grouped together.
To enable/disable Categories:
Toggle the Enable/Disable Categories button on or off to control the use of Categories for your services.
Note: Once your club has defined one or more Categories, they must all be deleted before toggling the button to “Disable Categories”.
To add a Category:
Click + Add New Category.
Enter the name of the Category and click Save New Category.
Assign a color to the dropdown.
Click OK to acknowledge that the Category was successfully saved.
To remove a Category:
Click Delete (trash can icon) above the Category to be removed.
Click Yes to confirm.
To rearrange the order of the Categories:
Click Edit Order.
Drag and drop the category to re-order.
Click Save.
Best Practices
FAQs
Categories that have associated services cannot be deleted. Before being able to delete a category, any associated services must be deleted or reassigned to a different category.
