Trainer permissions

With permissions, you decide what a trainer with a login can see and do in the Bookicorn Manager. You set them for each trainer individually, either via a role or via individual switches.

Where to set a trainer's permissions

You set a trainer's permissions in their profile:

1. Open Manager → Trainer (app.bookicorn.net/trainerliste).
2. Tap the trainer.
3. In the profile, open the Role section.

At the very top you'll find Select role, and below it the switches in the sections Menu, Courses & sessions, Participants & bookings, Communication, Account and Data. Every change applies immediately.

Choose a role for the trainer

Under Select role, there are three roles as a starting point:

• Basic instructor: minimal permissions for substitute trainers and helpers.
• Full instructor: standard permissions for permanently employed trainers.
• Studio manager: extended permissions for lead trainers.

When you choose a role, Bookicorn sets the switches according to this template. If you then change individual switches, the role is called Custom configuration. After choosing a role, check the switches below so the trainer can do exactly what you want.

Which menu areas a trainer sees

In the Menu section, you enable individual areas of the Manager for the trainer:

Every trainer sees the Dashboard. New trainers start with Courses and Calendar. If the addon for Messages isn't active, the switch shows Upgrade required.

Some areas a trainer never sees, no matter which switches are on: Waitlist, the trainer list, Website Integration, Transactions, Prepaid Card, Reviews, Addon Store and Settings.

Which actions a trainer may perform

The actions are divided into five sections:

Courses & sessions

• Edit course description
• Create new courses
• Create sessions
• Edit sessions
• Cancel sessions
• View all Studio courses: without this switch, the trainer only sees their own sessions, including on the dashboard.

Participants & bookings

• View participants
• Add participants: this makes the Book someone in button appear on the dashboard.
• Mark attendance
• Manage waitlist
• Cancel bookings
• Rebook bookings
• Confirm bookings

Communication

• Send messages (only with the Messages & Course Chats addon)
• Send emails

Account

• Connect own calendar: allows the trainer to use calendar sync with their own Google or Apple calendar.

Finance

• View Studio finances: shows the trainer the finances of the whole studio, with your own term for studio. Every trainer sees their own earnings under My Finances anyway.

Which customer data a trainer sees

In the Data section, you decide which sensitive details of your customers the trainer sees:

• Email addresses
• Phone numbers
• Date of birth
• Medical information
• Notes

If a switch is off, that detail stays hidden from the trainer, for example in a session's participant list and in the customer profile.

Frequently asked questions

My trainer can't see the customer list. What do I need to do? In the trainer's profile, under Role, switch on Participants in the Menu section.

How can a trainer book people in themselves? Switch on Add participants. They then see the Book someone in button on the dashboard.

Why does my trainer only see their own sessions? Because View all Studio courses is off. Switch it on if they should see all of the studio's sessions.

Can a trainer see my customers' email addresses? Only if you switch on Email addresses in the Data section.

Can a trainer open the settings or the Addon Store? No. These areas are always reserved for admins.