IN BRIEF
The Customer Portal Staff Page allows you to display Staff information on the Customer Portal. You can enable the page by Location, customize the page title and intro/outro text, create Staff Groups, and control which Staff members appear in each group. This page is configured under SETTINGS>CUSTOMER PORTAL>STAFF. Staff-specific details, such as Staff photos, nicknames, and Customer Portal bios, are managed from each individual Staff profile.

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Create a New Staff Group
  • Edit or Manage Staff Groups
  • View Staff Members Assigned to a Staff Group
  • Use Staff Group Edit Options
  • Configure Staff Display Options
  • Rearrange or Delete Staff Groups
  • Customize Staff Information Displayed on the Customer Portal Staff Page
• Troubleshooting & FAQs
• Related Articles

Overview

The Customer Portal Staff Page provides a place to display information about your Staff members on the Customer Portal. This can help customers learn more about instructors, coaches, administrators, or other Staff members associated with your business.

You can customize the page title, add introductory and closing text, and organize Staff members into Staff Groups. Staff Groups allow you to separate Staff members by role, title, department, Location, or other criteria.

The Customer Portal Staff Page is Location-specific. This means each Location can have its own Staff Page settings, Staff Groups, and displayed Staff members.

Back to top

Accessing the Feature

1. From the main navigation menu, go to SETTINGS>CUSTOMER PORTAL>STAFF.
2. Use Locations to select the Location whose Customer Portal Staff Page settings you want to configure.

Back to top

Step-by-Step Instructions

Configure the Customer Portal Staff Page

Use the settings under Settings > Customer Portal > Staff to enable the Customer Portal Staff Page and determine how it appears to customers.

The available settings include:

• Locations: Use Locations to select the Location whose Customer Portal Staff Page settings you want to configure.
  • The Customer Portal Staff Page is Location-specific.
  • Selecting a Location controls the settings only for the specified Location.
• Enable Customer Portal Staff Page: Use Enable Customer Portal Staff Page to enable or disable the Customer Portal Staff Page for the selected Location.
• Webpage Title: Use Webpage Title to enter the name displayed for the Customer Portal Staff Page.
  • This name is also used in the Customer Portal navigation bar under the More section.
• Webpage Intro Text (Optional): Use Webpage Intro Text (Optional) to enter text that displays on the Customer Portal below the Webpage Title.
• Add Another Staff Group: Use Add Another Staff Group to create one or more Staff Groups.
  • Staff Groups allow you to separate Staff members according to role, position, or other criteria.
  • You must create at least one Staff Group.
• Webpage Outro Text: Use Webpage Outro Text to enter text that displays on the Customer Portal Staff Page below the Staff list.
• Save: Select Save to commit your changes.
  • Always select Save after editing or rearranging Staff Groups, updating titles, changing text, or making other updates.

Back to top

Create a New Staff Group

Staff Groups allow you to control which Staff members appear together on the Customer Portal Staff Page.

To create a new Staff Group:

1. Select Add Another Staff Group to open the Staff Group creation window.
2. Select the Staff member or Staff members you want to display in the new Staff Group.
   • Use the filters on the left side of the window to narrow the Staff list, if needed.
3. Optional: Enter details for the Staff Group:
   • Section Title: Use Section Title to enter the heading displayed above the selected Staff members on the Customer Portal Staff Page.
   • Section Intro Text: Use Section Intro Text to enter text displayed below the Section Title on the Customer Portal Staff Page.
4. Select Apply to save the new Staff Group.
5. Select Save to commit your changes to the Customer Portal Staff Page.

Back to top

Edit or Manage Staff Groups

After creating a Staff Group, you can update the section details, change which Staff members are included, rearrange Staff members, or remove Staff members from the group.

To edit a Staff Group:

1. Locate the Staff Group you want to update.
2. Select the pencil/edit icon to the right of the section name.
3. Update the Staff Group as needed:
   • Edit the Section Title.
   • Edit the Section Intro Text.
   • Add Staff members.
   • Remove Staff members.
4. Select Apply to save your changes.
5. Select Save to commit your changes to the Customer Portal Staff Page.

Back to top

View Staff Members Assigned to a Staff Group

To view the Staff members assigned to a Staff Group, select the down arrow to the left of the Section Title.

By default, each Staff member profile in the Staff Group displays the following information:

• Picture
• Name/Nickname
  • If Nickname is set, the Staff member’s name displays as redacted with strikethrough text, and the nickname displays instead.
• Default Role
• Edit options

Back to top

Use Staff Group Edit Options

Each Staff member listed in a Staff Group includes edit options that allow you to manage how that Staff member appears in the group.

Available edit options include:

• Pencil/edit icon: Opens the Staff Details window and allows you to edit Staff details, such as name, role, bio, and other profile information.
• Trash/delete icon: Removes the Staff member from the Staff Group list.
  • Important Note: This does not delete the Staff profile from the System.
  • Staff profiles can only be deleted from the Staff page.
  • The Staff member deleting the profile must have the appropriate permissions to do so.
• Rearrange action icon: Allows you to drag and drop Staff members to rearrange how they appear in the list.

Back to top

Configure Staff Display Options

Each Staff Group includes display options that control how Staff members appear on the Customer Portal Staff Page.

Available Staff display options include:

• Alphabetize: Use Alphabetize to automatically sort Staff members alphabetically.
  • This setting is disabled by default.
  • When enabled, Staff members are alphabetized based on the format defined under SETTINGS>SETUP>STAFF SETTINGS>STAFF OPTIONS>Customer Staff Display.
  • If any manual adjustments are made to the Staff order while Alphabetize is enabled, the setting is automatically toggled off.
• Show Staff Photo: Use Show Staff Photo to control whether Staff photos display for Staff members in the group.
• Show Role: Use Show Role to control whether Staff roles display for Staff members in the group.

Back to top

Rearrange or Delete Staff Groups

You can rearrange the order of Staff Groups or delete a Staff Group completely.

• To rearrange Staff Groups:
  • Locate the Staff Group you want to move.
  • Use the rearrange action icon to the right of the Staff Group name.
  • Drag and drop the Staff Group into the preferred order.
  • Select Save to commit your changes.
• To delete a Staff Group:
  • Locate the Staff Group you want to delete.
  • Select the trash/delete icon to the right of the Section Title.
  • Select Save to commit your changes.

Back to top

Customize Staff Information Displayed on the Customer Portal Staff Page

The Staff information displayed on the Customer Portal Staff Page is managed from each individual Staff profile.

You can update the following information in the individual record for each Staff member:

• Staff Photo: Use Staff Photo to upload or update the Staff member’s photo.
• Hide Photo In Customer Portal: Use Hide Photo In Customer Portal to prevent the Staff member’s photo from displaying on the Customer Portal Staff Page.
  • When enabled, this setting overrides the Show Staff Photo setting for the Customer Portal Staff Page.
  • A circular placeholder displays on the Customer Portal Staff Page instead of the Staff member’s actual photo, even if a photo exists.
• Nickname: Use Nickname to display a nickname in place of the Staff member’s real name on the Customer Portal Staff Page.
• Customer Portal Bio: Use Customer Portal Bio to enter the Staff member’s bio or other information displayed on the Customer Portal Staff Page.

Back to top

Troubleshooting & FAQs

• Why do I need to select a Location before configuring the Customer Portal Staff Page?
  • The Customer Portal Staff Page is Location-specific. The selected Locations option determines which Location’s Customer Portal Staff Page settings you are editing.
• Why does the Staff Page title also appear in the Customer Portal navigation menu?
  • The text entered in Webpage Title is used as the Customer Portal Staff Page title and also appears in the Customer Portal navigation bar under the More section.
• Why did the Staff Group stop alphabetizing after I moved a Staff member manually?
  • If you manually rearrange Staff members while Alphabetize is enabled, the System automatically toggles Alphabetize off so the custom order can be saved.
• Does removing a Staff member from a Staff Group delete their Staff profile?
  • No. Selecting the trash/delete icon in a Staff Group only removes that Staff member from the Staff Group list. Staff profiles can only be deleted from the Staff page, and only by a Staff member with the appropriate permissions.
• Why does a placeholder appear instead of a Staff photo?
  • A placeholder appears when Hide Photo In Customer Portal is enabled in the Staff member’s individual profile. This setting overrides Show Staff Photo for the Customer Portal Staff Page.

Back to top

Related Articles

• How Do I Create a New Staff Member?
• What are the Staff Settings Options?
• How Do I Configure Staff Permissions and User Groups?
• What is the Customer Portal?
• How Do I Set Up the Customer Portal?
• How Do I Use the Staff Portal's "My Account" Feature?

Back to top