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How do I assign a primary staff to a group class?

Assigning a primary staff to group classes ensures the correct staff is shown at group class self-booking & enhances subscriptions & invoices reporting

Overview

Assigning a staff as the primary staff for a group class will:

  • Cause only the primary staff to show as the applicable staff at group class self-booking, ensuring that substitutes can be assigned without affecting self-booking
  • Enhance subscriptions reporting & CSV export by showing the primary staff for group class subscriptions
  • Enhance invoices reporting & CSV export by showing the primary staff for group class invoices
  • Enhance overdue invoices reporting by showing the primary staff for overdue group class invoices

 

For businesses that pay their teachers on a revenue sharing model, assigning a primary staff to group classes will cause invoices & subscriptions reporting to show the primary staff, making it much easier to calculate payroll for group class teachers.

 

Note: when primary staff are not assigned to group classes, group class self-booking will dynamically display the staff assigned for near-future group class dates, causing substitutes to show as the group class staff in some cases. 

Assigning A Primary Staff To A New Group Class

 

To assign a primary staff to a new group class, click the +Add Group Class button within the group class service for which you wish to create a new group class. Select a staff from the Primary Staff dropdown, and then click Submit button to save your group class with an assigned primary staff. 

When you schedule dates for a group class that has an assigned primary staff, opus1.io will assume that the primary staff should be assigned to newly scheduled dates unless removed:

Assigning A Primary Staff To An Existing Group Class

 

To assign a primary staff to an existing group class, navigate to the group class and click the Edit Group Class button.

Next, select a staff from the Primary Staff dropdown and then scroll down and click Submit to save:

Updating / Removing The Primary Staff For An Existing Group Class

 

Note: updating or removing the primary staff for a group class will update all pending & active subscriptions and any open and future invoices for that group class. Ended subscriptions and closed invoices are not updated when the primary staff for a group class is modified or removed.

 

To update or remove the assigned primary staff for an existing group class, navigate to that group class, click Edit Group Class, and then either update the assigned primary staff by selecting another staff from the Primary Staff dropdown or click 'X' next to the currently assigned primary staff. Finally, scroll down and click Submit to save your changes.

 

Reporting Primary Staff For Group Classes

Once a primary staff has been assigned to a group class, that staff will be linked to all pending and active subscriptions for that group class as well as any open and future invoices. This enables invoices and overdue invoices reporting to be filtered by primary staff for group class invoices. Additionally, primary staff will now display for group class subscriptions in subscriptions reporting. Finally, overdue invoices, invoices, and subscriptions reports will now include primary staff for group classes in their CSV exports.

 

You may filter for primary staff in Overdue Invoices, Invoices, and Subscriptions reporting:

 

Primary staff are also displayed for group class subscriptions in subscriptions reporting: