Go to Business Users: On your dashboard, click Business Users in the left menu.
Choose Who to Invite: * To add a coach, click the Invite Coach button.
To add a manager, click the Invite Manager button.
Enter Staff Details: Fill in their name, email, and phone number.
Request Documents: Check the boxes for any documents you need from them (like a W-9 or a Background Check).
Send the Invite: Click Send Invitation.
Staff Action: Your new team member will get an email. They just need to click Accept Invitation, log in, and upload the files you requested.
Final Review: Once they finish, they will see a "Waiting for approval" message. You'll then be able to review their files and make them active!
Inviting Coaches and Managers to Your Organization
Goal: To invite new staff members (like coaches and managers) to join your organization and collect their necessary paperwork.
Updated over a week ago