Permissions are required to add a coach or director. Click here to learn how to view your permissions.
Once the member is created, add a coach and/or a director to the contact page.
Create an Account
NOTE: If the coach/director already has an account, skip to Add a Member.
Click Org Tools > Accounts in the side menu.
Click + Add Account.
Fill out the form as desired/required.
Click Create.
Add a Member
Click Org Tools > Accounts in the side menu.
Search for the coach or director's name in the search box.
Click the person's name.
Click the Members tab.
Click Add Members.
Enter all required information.
Click Create.
Add a Coach to the Coach's Contact Page
Click Org Tools > Coaches List in the side menu.
To the right of the Coaching Staff heading and Sort, click Edit.
Click + Add New.
Select the "Member" and enter the "Contact Type."
The contact type is the member's role within the organization, for example, "Receptionist" or "Preschool Coach."
Click Save Changes.
Add a Director to the Director's Contact Page
Click Org Tools > Board of Directors List in the side menu.
Click + Add New.
Select the "Member" and enter the "Contact Type".
For example, President.
Click Save Changes.