How to use Employee descriptions? – PerfectGym

Introduction

This article will guide you on how to create Employee descriptions for trainers to give your club members information on who the trainer is and what they can do for your club members.

This feature will also allow you to change the display name of the employee due to privacy reasons.

Before you start

Employee descriptions will only show on Client Portal. You will need to have access to Client Portal.

Instruction

How to add a new Employee photo?

Go to the PGM -> Marketing -> Contents -> Employee descriptions.

To add a new employee description, press Add which is located on the top right-hand corner of the screen.
To edit an existing employee description, press the pencil icon to the left of the employee name.
To delete the employee description, press the bin icon to the right of the employee name.

This will bring up the employee description screen.

Employee

This will display all of employees who are a trainer on the system.

To update the employee, go to PGM->Clubs->Employee.

Displayed name

This will change the display name of the employee to what is listed in this field.

The example picture below, the instructor name will only show the display name. This will be used on all locations where a trainer is shown in the Client Portal.

Spoken languages - Adding a language to the employee - Not used within the Client Portal.

Training Type - Adding a type of training the trainer can use, this is maintained in PGM->Settings->Dictionaries - Not used with the Client Portal.

Content

This area is used to display marketing information on who the trainer is, what skills they have or any kind of information you want to display on the Client Portal. This can be left blank.