Phase 2: Team Setup

Estimated Reading Time: 2 minutes
Applies to: Pro and Premium

Quick Summary

Add your colleagues, staff members and trainers to Trainin, with the right role and subsequent permissions. This phase ensures your trainers and team members can manage schedules, bookings, and clients correctly without being able to see or do things they shouldn’t be able to.

*You can skip this step if you are working with our Starter package.

Why This Matters

By defining staff roles and permissions early on, you ensure each team member has the correct access to manage schedules, clients, and bookings without conflicts.

Main Goal

Phase 2 prepares the internal team structure of your Trainin setup.

In this phase, you add staff members, define their permissions, and configure trainer availability for 1-1 sessions, so your team can manage bookings and activities efficiently.

Setup Progress

Completed
Phase 1 — Business & Payment Setup

Current Phase
Phase 2 — Team Setup

Next
 Phase 3 — Product & Activity Setup
 Phase 4 — Schedule Setup
 Phase 5 — Client Setup
 Phase 6 — System Check
 Phase 7 — Go Live

Steps to success

Add Staff: Configure your team members and define their system permissions.

Goal: This step focuses on creating staff accounts, defining access levels, and configuring trainer availability.

– How to configure your staff permissions and access levels
– How to add or remove Staff members
– How to set your staff availability for private sessions
– How to activate Company and staff notifications

Best Practice

Add staff members before creating activities or scheduling sessions so trainers can be assigned correctly.

Tips

• Create clear staff roles before assigning permissions.

• Limit administrative access to managers or business owners to avoid configuration mistakes.

Common Questions

Do I need to add staff if I work alone?
 – No. Staff setup is only necessary if multiple trainers operate within your business.(PRO and PREMIUM)

Can staff manage bookings for clients?
 – Yes. Depending on permissions, staff can manage bookings, schedules, and client accounts.

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