Add staff to your studio

When the time comes that your studio grows and you want to enlist some help with your classes or administration, Clovo has got you covered with staff accounts.

Staff accounts let you create user accounts with special administrative privileges in your studio.

Once you’ve created a new staff account, the user of that account will have access to the integrated staff app in Clovo as well as Dashboard access.

Adding Staff

To add new staff to your studio, login as an owner or a staff user with the ‘Setup’ role.

Navigate to Setup > Staff then tap the ‘Add Staff’ button. Add your staff details and tap create.

What happens after I tap create?

Your new staff member will receive an email notifying them of the account creation as well as a separate email with a link for them to setup their password.

Staff Roles

You can restrict certain accesses in Clovo for staff users.

Owner

The owner role is for the person who first signed up to Clovo when creating the studio. There is only ever one ‘Owner’ role in Clovo per studio. This role is the most permissive in the system with access to all data and features without restriction.

Staff

The base role for all staff members. The staff role allows access to the integrated staff app in the Clovo app as well as login access to the Dashboard with permissions to perform all operations with the exception of some finance and setup features.

It’s important to note that although you can restrict access to detailed financial reports, payouts, balances, and Stripe access by creating a Staff member and not adding the Finance role, all staff are still able to perform actions that may affect your finances such as initiating new purchases for clients, cancelling and pausing memberships, etc.

Setup

The setup role is an additional role you can choose to give to staff members that allows them to access the setup menus in Clovo. This gives the user the ability to not only complete operations in your Studio but to change the fundamental setup of your studio such as classes, studios, and product offering.

Finance

The finance role gives the user the ability to access all financial data within Clovo including account balances and payout schedules. By default staff users without this role, although able to see basic financial data such as prices and renewals, will not be able to see Stripe payouts, account balances, or access the Stripe dashboard.

Remember that due to the nature of being a staff member in a fitness studio, all staff users regardless of whether or not they are given the Finance role, will be exposed to at least some financial information such as prices and membership information.

Furthermore, all staff members are able to perform actions that may affect your finances, such as joining clients to new memberships, changing their membership, or pausing or cancelling their membership, among other actions that may affect revenue.