A 'Leader' is the person responsible for running a class, course, or event. This feature enables you to limit access for leader-only team members, ensuring they can only view attendance registers for the events assigned to them.

It also allows leaders to create public profiles, providing customers with more information about the person hosting the event.

First, you'll need to ensure that you have invited the leader as a team member on your account. Once invited, there are three ways to determine who will be the leader for an entry:

Open your entry settings and select the Information tab, then scroll down to the leader field:

A list of team members will appear for you to choose from. The list includes anyone you've invited as a team member on your team page, and you can select as many people as you like as the leaders.

Once you assign a leader to an entry, they will be the leader for all dates in the entry, including past dates and any new dates added at a later time.

To assign a team member to a specific date within an entry, navigate to your schedule, select the date, the drop-down arrow next to Edit entry, and choose Event-specific information:

Once the event-specific information edit window opens, scroll to the bottom to the Override event leaders checkbox:

Checking this box means you can remove or add new leaders for this date only. Any other dates in the entry will need to be edited separately and will not be affected by this change.

To edit the entries the leader is on, open your team page and locate the leader from your list of team members. Then select the edit 📝 icon to the right of your screen:
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Then, from within their profile, select all the entries you wish this team member to be a leader on before selecting Save:

There are various places in the system where you can filter by the leader:

You can assign specific team members as leaders either when sending their account invites or by editing their roles on the team page.

Leaders have limited access, meaning they can manage their profile settings and view attendance registers only for the events they’ve been assigned to.

In the below example, the team member has only been granted leader-level access and is assigned as a leader to the entry named "Cacti & Succulents":

This means that they have read-only access to the event information and attendance register and can only edit their profile.

For example:

The leader only has access to the attendance register in the current saved format (currently only available to account owners to edit).

If a leader completes and publishes their profile, it will appear on the public page alongside the entries they’re tagged in. This allows customers to learn more about the person running the event.

For example, when a customer selects the leader name under the entry name:

The leader's profile will open, where they can review their information:

✨ Learn more about setting up a public profile.

Leaders can currently only view the attendance list; however, account owners can edit the booking fields shown. To do this, select the entry, then the Attendees button:

Then select the pencil and paper icon 📝 in the top right-hand corner:

You can customise the list to show the information that you'd like leaders to be able to view by selecting/deselecting each field and re-order the columns using the drag and drop icon to the left of each field:

✨ Remember to select the Save changes button before you exit.

Leaders can start a Zoom meeting by logging into their account and the entry from the relevant scheduling page. Then, either select the Zoom ID on the event:

Or the Online event button:

Then select the Join Zoom Meeting button:

Alternatively, you can:

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