- Help Center
- Staff Management
- Converting a member to a staff user & vice versa
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Staff Management
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Packages
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Scheduling
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Drop-Ins
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Leads
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PT Sessions
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Workouts
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Manage Bookings and Attendance
- How Can I Manually Book Members In?
- Can I Book Non-members Into A Class?
- Can I Book Leads Into A Class?
- The Waiting List Explained
- Checking A Member In
- Troubleshooting Bookings
- Troubleshooting QR Code
- How do I track my Member Attendance?
- Booking Badges
- Cancellation Options (Staff)
- Cancellation Statuses on Roster
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General
- Does Octiv have Access Control Set up & How can I Control Access for Entry?
- How to Enable and Disable a Package from the Signup Widget
- Package Sign Up Settings through the Widget:
- Sign Up Widget Explained
- Widget Set Up and Integrations
- How do I change my Logo/ Signature/ Reply to email/ Disable or Enable Comms?
- How to adjust members booking view
- App: Buy packages
- COVID-19 Feature
- Exports
- How do I find and activate CAP Programming
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Accounts
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Comms
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Paystack (Online ADHOC payments RSA only)
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Netcash (RSA only)
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Three Peaks (RSA only)
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Stripe (Online ADHOC payments Rest of the World)
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Members
Converting a member to a staff user & vice versa
How do I add a member as a staff user?
A member and a staff member cannot have the same username (email address), so two separate accounts need to be created should the user wish to have both a member account and a staff account.
When adding a user to the platform they will need a unique username (email address) in order to access the app.
To create a staff user account:
See “Adding Admin Staff and Trainer’s”
Adding a new member:
See "How to create a new member account"
If the user does not have two unique email addresses for their respective accounts they will need to edit the members email address to a fictitious email, or visa versa.
It is suggested that the staff account is set up with the email address that is primarily used.
Once the account has been created, please remember to assign your staff member access to their location by going back into their account > access > select the location > submit. Please note only the owner can assign a staff member access to a location.