Contacts | Adding a Trainer as a Contact

Creating a Trainer contact

• This guide explains how to create a trainer contact so they can be assigned to schedules.

When to Use This

Use this when adding a new trainer to your system so they can be selected when creating schedules.

Steps to Create a Trainer Contact

1. Log in as an admin

2. From the left menu, select Contacts

3. Click New Contact

Enter Contact Details

1. Set Contact Type to Trainer

2. Enter:

   • First Name

   • Last Name

   • Email Address

3. Set Contact Profile – Trainer to Yes (This is the important bit!)

   1. optional - add a trainer colour so it displays on the timetable with this colour. Full user guide here

4. Click Save

What Happens Next

• The contact is now available in the Trainer dropdown when creating schedules

• They can be assigned to timeslots and timetables

Important Notes

• If a trainer does not appear in the dropdown when creating a schedule, check:

  • Contact Type = Trainer

  • Contact Profile – Trainer = Yes

• You can update an existing contact to a trainer by editing their contact type and profile

Recommended Tips

• Use a valid email address if the trainer will need communication from the system

• Keep naming consistent to make trainers easy to find in dropdowns

• Set up trainers before creating schedules to avoid delays