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How to Add a Coach or Director to the Coaches Page
How to Add a Coach or Director to the Coaches Page
Julia S. avatar
Written by Julia S.
Updated over a week ago

Admin Level - Superuser

Once the member is created, add a coach and/or a director to the contact page.

Create an Account

NOTE: If the coach/director already has an account, skip to Add a Member.

  1. In the side menu, click Org or Team Tools > Accounts.

  2. Click + Add Account.

  3. Fill out the form as desired/required.

  4. Click Create.

Add a Member

  1. In the side menu, click Org or Team Tools > Accounts.

  2. Search for the coach or director's name in the search box.

  3. Click the person's name.

  4. Click the Members tab.

  5. Click Add Members.

  6. Enter all required information.

  7. Click Create.

Add a Coach to the Coach's Contact Page

  1. In the side menu, click Org or Team Tools > Coaches List.

  2. All the way to the right of the Coaching Staff heading and Sort, click Edit.

  3. Click + Add New.

  4. Select the "Member" and enter the "Contact Type".

    • The contact type is the member's role within the organization, for example, "Receptionist" or "Preschool Coach".

  5. Click Save Changes.

Add a Director to the Director's Contact Page

  1. In the side menu, click Org or Team Tools > Board of Directors List.

  2. Click + Add New.

  3. Select the "Member" and enter the "Contact Type".

    • For example, President.

  4. Click Save Changes.

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