Business Owner

Assigning Clients to Personnel

Assigning a client to a professional drives booking defaults, routes sessions to the right calendar, keeps the client with that professional in the embed widget, and decides which payout rate their classes are billed at.

Step by step

  1. Open the Clients tab on the owner dashboard and click the client.
  2. Pick the professional from the Assigned Professional dropdown.
  3. In the dialog, choose the payout rate for that client, or leave it on Follow default.
  4. If the client has upcoming sessions, decide whether to move them across too, then confirm.

Good to know

  • Past sessions always keep the professional who actually taught them, along with their payout. Only upcoming sessions move.
  • Sessions already covered by a recorded payout are never moved, and the dialog tells you how many were left behind.
  • Pack credits are unaffected by a reassignment — the client keeps the same balance whoever teaches them.
  • A client with no assigned professional cannot book pack sessions at all. Assignment is the business's call, so the booking page gives them a dead end rather than a dropdown.