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Users and their roles

The Users gathers everyone: your customers, your administrators, and yourself. An account is created in one of two ways — a visitor signs up from the site, or you create it by hand from the admin panel.

The two roles

  • Administrator — full access to your studio’s admin panel: planning, products, orders, content, settings, emails.
  • Member — a customer. They never enter the admin panel: they book, buy and manage their account from the public site.

The role is set on the user’s record. Promoting a customer to administrator, or the reverse, can be done at any time and takes effect at their next login.

The user record

A record holds the identity (title, first name, last name), the email — which doubles as the login — the phone number, the avatar, and an internal notes field only you can see. It also shows the last login date, and a summary of remaining credits: one line per balance, universal and per coach.

Three settings belong to the customer, who changes them from their own account, and which you can correct on their behalf: their language, their session-reminder lead time (24 h by default, and switchable off) and their newsletter subscription. That last one decides whether they are among the recipients of your sends.

The customer’s orders, credit history and addresses are attached to their record and are consulted from it.

Creating an account by hand

Creating a user from the admin panel gives them immediate access: it is the normal way to enroll a customer who called you, or to add a second administrator. An email can only designate one account: if the address already exists, the creation is refused — that person already has an account and simply needs to log in.

When an account is created, two things fire: the free signup credits are granted if you configured any, and a welcome email goes to the new user, along with a notification to your contact address.

Deleting an account is final and takes its bookings, balances and history with it. For a customer who never comes back, leaving the account in place is preferable: it costs nothing and its history stays available.