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Team Management
Inviting team members, approving join requests, and setting up payouts.
- Inviting & Approving PersonnelGrow your business by adding personnel. You can send email invites or approve requests.
- Disabling a ProfessionalDisabling a professional takes them off the roster, but it does NOT cancel anything already on their calendar. So the confirmation tells you exactly what would be left behind.
- Assigning Clients to PersonnelAssigning 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.
- Payout Rates Per ClientA professional can have any number of named per-session rates, so the same professional can be worth a different amount on different client relationships. Rates are set by the owner under Settings → Plans & Payouts → Manage Payouts.
- Working in More Than One CurrencyEach rate carries its own currency. Amounts in different currencies are always reported and totalled separately — they are never added together, because there is no exchange rate to add them with.
- Recording a PayoutA payout is a record that you have paid a professional for a set of completed classes. Open the professional from the Personnel tab, pick the unpaid classes, set the date, and record it.