Add a trainer
This guide shows how to add a new trainer in the Bookicorn Manager, give them their own login if you like, and then assign them to offerings. Only admins can add trainers.
Where to add a new trainer
You can add a new trainer in two places:
- under Manager → Trainer with the plus sign (Add Trainer), app.bookicorn.net/trainerliste,
- on the dashboard via Add (plus sign) and Add Trainer.
The New Trainer form opens (with your term, so with "Teacher" it's New Teacher).
The basic details of a new trainer
The basic details are at the top of the form:
- Photo: a profile picture, optional.
- Email: required.
- First name and Last name: required.
- Create Trainer account (with login access): a switch that gives the trainer their own login.
If the email address already belongs to an account on Bookicorn, for example because the person is one of your customers, Bookicorn links the new trainer to this account. If the person is already registered as a trainer, the form reports This user is already registered as a Trainer.
Add a trainer with a login
With the Create Trainer account (with login access) switch, the trainer automatically receives a welcome email with a secure access link. They use it to sign in to the Bookicorn Manager and see the areas you allow them.
For the login, you need the Trainer Portal addon. If it isn't active, a note about the addon appears instead of the switch. Without the switch, the trainer is only recorded as a contact. You can still assign them to offerings and create the login later at any time.
Profile, earnings and qualifications
Below the basic details there are three more sections, which you fill in right away or later:
- Profile: Phone, Biography, Category (internal, optional) and the Trainer is active switch. The category, with suggestions such as Employed, Self-employed, External or Substitute, is only for internal organisation and has no effect on pay.
- Finances & Earnings: the earnings model with Configure payout for this Trainer. For this, you need the Trainer Payouts addon.
- Qualifications: Qualifications and Specialisations.
You save with Create Trainer. The label follows your term for trainers.
What happens after adding
After adding, the trainer appears in your trainer list. A trainer with a login receives the welcome email. New trainers start with access to Dashboard, Offerings and Calendar. You enable everything else in the trainer's profile under Role. More in Trainer permissions.
You assign the trainer to an offering when creating or editing the offering, in the Location & Trainer section.
Manage a trainer's login
In a trainer's profile, the Account section has:
- Create account, if the trainer doesn't have a login yet,
- Reset password,
- Resend welcome email, for example if the first email didn't arrive.
These functions also belong to the Trainer Portal addon.
Frequently asked questions
How do I add a trainer? Under Manager → Trainer with the plus sign. Email, first name and last name are enough.
My trainer didn't get the welcome email. What should I do? Open their profile and choose Resend welcome email in the Account section. Ask them to check their spam folder too.
Can I add someone as a trainer who is already one of my customers? Yes. Enter their email address, and Bookicorn links the trainer to the existing account.
Why can't I create a login for the trainer? For the login, you need the Trainer Portal addon. You activate it in the Addon Store.
Why is the add button not active? On the Free plan, the number of active trainers is limited. The trainer list then shows Limit for Trainers reached.