Provider profiles describe the people who deliver classes or services for your business. In many studios this means teachers. In businesses built around services it can also mean other providers.
Use this article to find the page that owns each part of the setup: staff access, teaching profile details, provider assignments, and payroll.
Where provider setup lives#
Use these areas:
- Admin > Settings > Staff to invite a person and manage their access
- The person's staff page under Admin > Settings > Staff, on the Teaching tab, to review their teaching profile, stats, and public profile action when available
- Admin > Services, then open a service to review Providers & availability and Resources & locations
- Admin > Payroll for the payroll workflow
Staff access and delivery details are managed in separate areas. Use the labels shown in the current page when your business setup differs.
What a provider profile can affect#
The relevant record depends on the task:
- Teaching profile details are edited on the person's Teaching tab under Admin > Settings > Staff.
- Provider assignment for a service is reviewed under Admin > Services, inside Providers & availability.
- Staff access is reviewed under Admin > Settings > Staff.
- Payroll work is opened from Admin > Payroll.
A teaching profile and a staff record are separate records. Review both when you need to update profile details and staff access for the same person.
Set up a new provider#
- Go to Admin > Settings > Staff if the person needs a staff record or invitation.
- Open the person's staff page and choose the Teaching tab to review the teaching profile, if one exists.
- Choose Edit teaching profile and edit the fields shown there, such as full name, primary style, profile image, bio, and Instagram handle.
- For a service, open Admin > Services, choose the service, and review Providers & availability.
- Review the service's Resources & locations and other setup sections shown on that page.
- Open Admin > Payroll when you need the payroll workflow.
Use the current page actions to confirm whether a teaching profile is available to link or whether a provider is assigned to a service.
Public profile details#
On a teaching profile, review the fields shown in the Edit dialog:
- Full Name
- Profile Image
- Bio
- Primary Style
- Instagram Handle
Use Public Profile in More teaching actions (the arrow button next to Edit teaching profile) on the Teaching tab when that action is available. See Public Profiles for Staff Who Teach for the related workflow.
Provider setup for services#
For a service, open Admin > Services and choose the service. Review Providers & availability, then check Resources & locations and the other service sections shown on the page.
If customers cannot find times for a service, start with the provider assignment and the availability or resource settings shown for that service. The service page also shows whether the setup is ready to accept bookings.
See Create Services and Set Availability Schedules.
Payroll setup#
Open Admin > Payroll for payroll work. A person's Teaching tab also has a Payouts action in More teaching actions. Review the current payroll pages for the workflow used by your business.
See Pay Rules, Teacher Payout Calculator, and Payslips.
Common issues#
The provider does not appear in a class or service#
Open the person's Teaching tab under Admin > Settings > Staff to check the teaching profile, then open Admin > Services and the service's Providers & availability section to check the provider assignment.
Customers cannot book the provider#
Open the service under Admin > Services and review Providers & availability, Resources & locations, and the other booking settings shown on the page.
The person can teach but cannot open admin tools#
Review the person's staff record under Admin > Settings > Staff. Use the current Roles & Permissions guidance when access needs to change.
Payroll is missing classes#
Open Admin > Payroll and review the current payroll record and setup for the relevant person and period.