Staff & Instructors
5 articles
Add a staff member and choose their roles
Add staff under Setup → People, give them dashboard access, and choose the Setup, Finance or Client Records roles they need.
· Clovo Dashboard
Add and manage your instructors
Create a public instructor profile on the Instructor Profiles tab of Setup → People, fill in the photo, title and bio clients see, link it to a staff account, and keep the list tidy as your team changes.
Assign a substitute instructor for a class
Put a different instructor in front of a single class opening, and know what your clients will and won’t be told about the change.
· Schedule
Linking public instructor profiles to staff accounts
In Clovo, instructor profiles and staff accounts are separate concepts. People running your classes may not need access to Clovo, while people who need access to Clovo may not run classes.
Staff roles and permissions
A detailed reference for Staff, Setup, Finance, Client Records and Owner access, including role combinations for forms, payments and staff management.
· Clovo Dashboard