Your NEW Setup Guide: Add Your Instructors

Build out your instructor roster so you can assign them to classes and manage their information in one place.

Step 1: Open Your Setup Guide

From the opening screen, click Settings on the left menu.

Click Setup Guide.

You'll land on Your Setup Guide, where you can finish setting up your account with everything you need to sell and operate.

Step 2: Build Your Catalog

Click Build Your Catalog. Here you'll find six different setups you can complete to build out your catalog.

Select Add Your Instructors.

This directs you to the Instructors List page, where you can manage your instructors and their information.

Step 3: Add an Instructor

Click + Add Instructor. You'll be directed to the User Settings page, where you can edit or manage the instructor's user settings.

Fill out the following details:

• Profile Image — Recommended size: 40 × 40px, no larger than 1.5MB
• First Name (required)
• Last Name (required)
• Create User Account — Toggle on to create a login for this instructor
• Email Address (required)
• Phone Number
• Address Line 1
• Address Line 2
• City
• State
• Zip Code
• Notes
• Tags
  
  

Optional Settings

Paperwork Instructor Only — Toggle this on if the instructor will only be used for paperwork/certification purposes, not scheduled to teach classes.

Sync to Mailchimp or ResQEngage — Optionally sync this instructor's data to either platform.

Step 4: Save

Once everything looks good, click Save to finalize.

You're All Set

Your instructor is now added to your roster and ready to be assigned to classes. You can return to the Instructors List anytime to edit their details.

If you run into any issues, our support team is happy to help.