Elevate Staff App: Managing events

The Elevate Staff App can be used to manage attendance lists for events, substitute event instructors, and cancel event sessions.

In this article:

Managing attendance lists

Staff members can use the Elevate Staff App to add clients to events, and mark their attendance.

To add a client to an event:

  1. Tap the Schedule tab.
  2. Tap an event session in the schedule.
  3. Tap Add in the top right-hand corner of the screen .
  4. Search for the client you are adding by entering their name, phone number, or email in the search box. If the client does not have an account, tap Add New Client and create a new account:
    1. Enter the client’s required information in the corresponding fields.
    2. Enter any optional information the client wants to enter at this time in the corresponding fields.
    3. Tap Create account.
    4. Tap Back to return to the Search for Clients screen.
    5. Under Recently Viewed, tap the client’s name.
  5. Tap the More button next to the client’s name .
  6. Tap one of the following options to add the client to the event:
    • Add Unpaid to add the client without payment
    • Add and Charge Account to charge the client’s account balance

To mark a client’s attendance:

  1. Tap the Schedule tab.
  2. Tap an event session in the schedule.
  3. Tap the More button next to the client’s name .
  4. Tap one of the following options to mark the attendance of the client:
    • Checked-In
    • Early Cancel
    • Late Cancel
    • No-Show

Substituting instructors

If an instructor is unable to teach a scheduled event session, staff members with the appropriate permissions can use the Elevate Staff App to substitute another instructor and notify impacted clients.

To substitute an instructor:

  1. Tap the Schedule tab.
  2. Tap an event session in the schedule.
  3. Tap Substitute Instructor.
  4. Select the start and end date for the period during which the substitution applies and tap Next.
  5. Select the substitute, select their pay rate for this event session, and tap Next. If there are multiple substitutes, tap Add Another Staff to add more staff members, then tap Next.
  6. To notify impacted clients of the substitution, set at least one of the following options to ON and tap Next:
    • Send EMAIL to affected clients
    • Send SMS to affected clients
  7. Verify your changes and tap Complete.

Canceling event sessions

Staff members can use the Elevate Staff App to cancel event sessions and notify affected clients.

To cancel an event session:

  1. Tap the Schedule tab.
  2. Tap an event session in the schedule.
  3. Tap Cancel Class.
  4. Select the start and end date for the period during which the cancellation applies and tap Next.
  5. To notify impacted clients of the cancellation, set at least one of the following options to ON and tap Next:
    • Send EMAIL to affected clients
    • Send SMS to affected clients
  6. To display the event session as canceled on the schedule, set Display as canceled on schedule to ON.
  7. Tap Complete.
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