How to add a trainer

Overview

Adding a trainer gives another person access to manage their activities in Bookingleaf. They will see their activities in the app, and they can view attendees, create session reports, enroll students, and more. Follow these steps to add a new trainer to your contacts and assign the correct role.

Steps to add a trainer

1. Go to the Contacts section and click the Add button, then choose Add a contact.
2. Enter the email address and name of the new trainer. Other information is not required.
3. Click Add contact to create the contact.
4. On the right side, in the User panel, click Send sign-up request. Choose a language and click Send.
5. Ask the recipient to check their email, click the link, and register an account. They must follow the registration process and then the connection process.
6. When they have completed the process, refresh your page. The User panel should now show Connected to a user.
7. Click the Access tab on the contact, then click Edit next to role. Assign the correct role and click Save.
8. Go back to the dashboard and open the Resources and employees tab. Choose the Trainer resource type.
9. If you have not created the trainer here yet, do this first. Then open the trainer and, in the Connection field, click Edit and select the new contact you created.

Important information

• The new trainer must complete the registration process before you can assign a role.
• You can link the trainer with the contact before granting access, but they will not be able to see your activities until access is granted.
• You can change or remove roles at any time from the Access tab.