#10 - TRAINER ONBOARDING CHECKLIST

This tutorial shows how Operators' PTMs should complete their Trainer onboarding process in Fisikal.

Once you have gone through the following steps:

• #1 - ONBOARDING TRAINERS
• #2 - CLOSING WORKING HOURS
• #3 - TRAINER SERVICE ASSOCIATION
• #4 - TRAINER PACKAGE OPTIONS
• #5 - CONNECTING STRIPE
• #6 - CONFIGURING PAY BY CASH
• #7 - CONNECTING ZOOM
• #8 - APPLYING WORKING HOURS
• #9 - MAKING TRAINERS VISIBLE

The final stage is to go through a checklist for each and every trainer as follows:

Once you have completed the CHECKLIST for tasks on the server, you should log in as a client into the Member App and check the following:

• Select BOOK PT
• Change the location to a club that you have gone through the ONBOARDING PROCESS for their trainers
• Check that you can see a list of trainers
• Does each trainer have a headshot?
• Does each trainer have a bio or qualifications filled in
• Can I see Packages in the BUY option
• When I select on a Package, does it have the option to connect me to PAY BY STRIPE or PAY BY CASH options?
• Once I have purchased a Package, can I see the BOOK and COMMUNICATE button on a trainers profile?
• Can I make a booking for a Service that I have a credit in an assigned Package?
• Can I make a booking for a Service that I do not have a credit for yet? If so, does it prompt me to purchase a Package that this Trainer is the payee of of a package?

Once this is all verified, you are free to move onto the next Trainer on your list.