Assigning Members and Leads to Staff

You may run a gym structure where you assign Leads and/or Members to specific Staff members for mentoring and followups. There are 2 ways to do this.

Assigning Leads to Staff

1. Start in Leads section

2. Go to 'Lead Detail' by clicking the 3 dots contact menu of the lead you want.

3. Use the 'Assigned To:' dropdown to select the appropriate Staff member.

4. Hit the 'Submit' button

Assigning Members to Staff

1. Start on the relevant Members Detail/Profile page.

2. Select 'Edit Personal Info' button in right column.

3. In the 'Access' section, use the 'Assigned To:' dropdown to select which Staff they are assigned to.

4. Hit the 'Save' button.