Follow

USERS - Defined

ShapeNet User Definitions and how they are used

  • Administrator - An Administrator is anyone who logs into Shape to perform their job function (not including Trainers).  An Administrator's job functions can be controlled in their Security Settings.  Examples of Administrators are Front Desk, Manager, Child Watch.  A Security Template (Tools -> Security -> Templates) can be created to assign to each job function in your facility.
  • Employee - An employee is typically an hourly employee.  They "clock in and out" for hours tracking.  An hourly rate is entered onto the Employee Details page and they are assigned a Card ID to use for checking in and out.  Reports:  Reports -> Financial -> Employee Payroll & Reports -> Misc/Stats -> Employee Hours Tracking.
  • Guest - A Guest is someone who will be in and out of your facility.  They are not someone you typically market to.  A Guest Pass can be purchased from your Member Portal.
  • Instructor - An Instructor is a sub-category of Trainer.  An Instructor typically teaches classes.  An Instructor must be added to Shape for class scheduling.  Payroll is added under 'Class Payroll' on the Trainer Details page.  The Instructor can log into Shape using the 'Trainer Portal'.  Login ID = lastname-firstname; Password = lastname.
  • Member - The Member is the default User Type.  A Member is someone you do business with on a regular basis.  You want to market to your Members in a specific way.  A Member can have a type such as Corporate, Silver Sneakers, Family, Couple etc.
  • Nutritionist - A Nutritionist is a sub-category of Trainer.  A Nutritionist must be added to Shape for appointment scheduling.  The Nutritionist can log into Shape using the 'Trainer Portal'.  Login ID = lastname-firstname; Password = lastname.
  • Prospect - A Prospect is someone you are not doing business with now but would like to do business with in the future.  
  • Salesperson - A Salesperson is someone who receives a commission for making a sale of a Point of Sale item, a Membership or a Service.  The commission rates are entered on the Salesperson's Detail page.  **A Salesperson DOES NOT log into Shape.  A Salesperson ONLY needs to be entered if they receive commissions for selling.
  • Trainer - A Trainer is typically a Personal Trainer.  A Trainer must be added to Shape for appointment scheduling.  Trainer Payroll details are entered under 'One-on-One Sessions and Group Training Payroll'.  The Trainer can log into Shape using the 'Trainer Portal'.  Login ID = lastname-firstname; Password = lastname.
  • Vendor - A Vendor is someone you invoice or receive invoices from.  You only need to enter your Vendors if you will be using the Expense Report feature or Purchase Order features in Shape.  
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk