This article will cover step-by-step guide on how to create a Facilitator, you can also view a video demonstration on this by clicking here
Go to the House Admin section of the system.
Click on Team then click on Facilitators. This will take you to the section where you can manage your facilitators and volunteers.
To add a new facilitator, click on the "Add Facilitator" button.
Enter the name of the new Facilitator. This can be their full name, or whatever name they prefer to go by.
Mark if the Facilitator is a Volunteer or not. This is an optional step, but can help you keep track of who is paid and who is not.
Add the Activities that the Facilitator offers. This is the most important step, as it determines which programs the facilitator can be scheduled for. You may be presented with a list of activities or programs to choose from. Be sure to select all the relevant activities, so that the facilitator can be assigned to the appropriate programs.
Add any Certifications the facilitator has, including the expiration dates. This step is also optional, but can be helpful for tracking which facilitators are qualified to lead certain programs.
Optionally, add COVID-19 vaccination information. This may be a new field that was added due to the pandemic, and may not be required depending on your organization's policies.
Once you have filled in all the necessary information, click "Submit" to create the new Facilitator. This may take a few seconds to process, depending on the speed of the system.
If the new facilitator needs access to the system, inform the support team of the necessary details. This includes providing the team with first name, last name and password.
If you have any questions about creating a new facilitator, contact the support team