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.
This is what it will look like on the Client Portal.
Photos
Photos of the employee can be added to so that it can be displayed on the Client Portal.
- Avatar - Small icon, no longer used as application is no longer in use.
- Photo - This will display the photo on the Client Portal.
To add a photo, press browse photo.
Select from the file list below, or press Upload to upload a new image.
Select the file from your desktop and press Upload.
Select from the file listing and press Ok.
Hints
You can also go to this article to see a detailed information on how to add the Trainer's photo.