Creating a Trainer

This guide shows you how to add new trainers to your studio and configure their basic settings.

Prerequisites

Before you can create a trainer:

  • You must have admin rights
  • The trainer needs a valid email address
  • Optional: bank details for payouts

Step-by-Step Guide

1. Open the Trainer Section

Navigate to Admin → Trainers in the sidebar.

2. Create a New Trainer

Click "Add trainer" and fill in the form:

FieldDescriptionRequired
NameFull nameYes
EmailFor login and notificationsYes
PhoneContact numberNo
PhotoProfile picture for customersNo
BioShort descriptionNo

3. Access Credentials

The trainer automatically receives:

  • An email with an invitation link
  • A temporary password (must be changed)
  • Access to the trainer dashboard

4. Add Specializations

Assign the trainer the class types they are allowed to teach:

  • Yoga
  • Pilates
  • Fitness
  • Meditation
  • Etc.

Employment Type

When creating a trainer you choose the employment type:

Employed

  • Studio receives all payments
  • Trainer earnings are tracked
  • Studio creates invoices for customers
  • Ideal for: employees, mini-jobbers, working students

Self-Employed (Subletting)

  • Trainer receives payments directly to their account
  • Trainer must connect Stripe Connect
  • Trainer creates their own invoices (automatically)
  • Ideal for: freelancers, business owners, external trainers

Learn more: Trainer Subletting explained →


Trainer Roles

Employed Trainers

  • Regular schedule
  • Fixed compensation (hourly rate/percentage/flat rate)
  • Full permissions

Freelancers (Employed)

  • Flexible assignments
  • Compensation per class
  • Restricted permissions

External Trainers (Self-Employed)

  • Rent rooms/slots
  • Direct customer billing
  • Own invoicing

Substitute

  • Fills in for absences
  • No fixed classes
  • Basic permissions

Best Practices

Complete Profile

  • Upload a professional photo
  • Write an engaging bio
  • List qualifications

Clear Communication

  • Explain the system to the trainer
  • Share login credentials securely
  • Provide documentation

Set Up in Time

  • Create accounts before the start date
  • Plan an onboarding session
  • Test access together

Frequently Asked Questions

Can a trainer have multiple studios?

No, each trainer account is tied to one studio. For multiple studios, the trainer needs separate accounts.

What happens when a trainer leaves?

You can:

  • Deactivate the trainer account (data is retained)
  • Delete it (after transferring classes)
  • Archive it (for statistics)

Can I import trainers?

Not currently. Trainers must be created individually to ensure data quality.


Next Steps

After creating a trainer:

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