The Help Guide

For Team Educators

A note to subscribers of the Founders' 10-seat package:

Our consulting group of early Salon Associate Accelerator subscribers
As a Founder you enjoy a very special rate – thank you! We appreciate your help so much!
The 10-seat package comes with ONE copy of the Educators Edition, available through your credentials only.

Purchasing

Group purchasing means you can track the progress and quiz results of all your learners in one place.
You can also assign Group Leaders to do that for you.
Pick a Salon Associate Accelerator package with enough seats for as many associates as you’re likely to have at one time.
You cannot add more seats to an Accelerator group, but you can recycle them.

Salon Associate Accelerator Packages

1-2 associate seats + 1 educator seat
3-4 associate seats + 2 educator seats
5-6 associate seats + 3 educator seats

Got more associates? Get in touch.

Additional Educator Seats

Each Salon Associate Accelerator package includes at least one Educator Seat
Each Educator’s Seat comes with the Educators Edition. It’s your How To, full of industry best practices, culture-building tools, and the all-important milestone assessments.
Each of your educators should have their own Seat so they can track their progress rather than share a login.
Need more educator seats? Add as many as you need. *This must be done as a separate transaction because you can only purchase for one group at a time and these additional seats form their own group.

Checking Out

The Cart

In the cart you’ll see the package
And the number of associate seats included in the package
You won’t see the included educator seats here. The system adds them after you check out.
Remember you must do a separate transaction for the +1 Educator (with as many as you want in that transaction) since they form their own group.

The Checkout

Enter a name for your associate group at the bottom of the checkout page.
Make the name unique in case you add a second subscription later.
After checkout, the educator seats included in your package will appear in a group called [your name]_Educators_[date].

Managing Your Team

IMPORTANT: Note to Owners

Before we go another step, remember this is not a job for owners – we want to free up your time to build the business!
Check the first page of the Educators Edition for more info.
Use the simple steps right here to add your educators.
Get back to growing your business.

Your Profile

After purchase, tap “My Profile“ in the top navigation menu.
Here’s your home base, where you access your courses and manage your account and subscriptions.
There’s also a big, friendly “Group Management“ button. Let’s add some people to your groups!

The Group Management Panel

At the top is a drop-down selector to choose which group you want to look at.
You’ll see the associate group you named during checkout
And you’ll see the educator group created by the system at the same time
If you purchase additional educator seats, they will have their own separate group.

Adding Users

Select your associate group and let’s invite some associates.
It’s the exact same procedure to invite educators to their group.
Tap the “Users” drop-down and select “Add multiple”, which works just like “Add one” but it’s faster ¯\_(ツ)_/¯

Sending the Invitations

Selecting “Add multiple” opens a popup where you can add their info.
Enter the first name, last name, and email address for each associate.
No need to enter a password. The system takes care of that for you.
Tap “Add & Invite users” and the Welcome Emails are instantly sent.

They can’t find the Welcome Email? They can come to the site and request a password reset from the login window.
If someone already has an account here, the email they get says they’ve been added to the group.
Used the wrong email address? Tick the checkbox next to their name and tap “Remove user”.

Recycling Seats

Select a learner’s checkbox and tap “Remove User”. The group will then regain one available seat.
The removed learner’s account remains active, but they will no longer have access to the group and courses.
Invite your new learner.

Group Leaders

The Group Leader’s role is to keep learners accountable to their education goals.
Your educators must be added to your associate group before they can view progress and quiz scores.
Select your associate group from the drop-down at the top of the screen.
Tap “Add group leader” and enter their info.
They will receive email notification that they’ve been made a Group Leader.
You can add anyone as a Group Leader, but they do not have access to the course material (that’s why we have the Educators Edition)
Group Leaders receive email notifications on learner progress. It’s important that they do not mark them as spam!

You Are Good to Go!

That’s everything you need to get started!
See the first page of the Accelerator to get a feel for it.
Check out the first page of the Educators Edition to get rolling in the right direction. So easy!

Reports

Ok! Time passes. Learners are learning. Probably. We should check in on that. All Group Leaders in a group can check on member progress in that group. Three types of report are available in the Group Management Panel:

Course – see everyone’s overall progress in a course
Quiz – see everyone’s scores for a quiz
Progress – see one user’s detailed progress in the Learner Lookup

Hot Tip: Tap “In Progress” next to anyone’s name to instantly open their record in the Learner Lookup!

Course Report

From the Group Management Panel, tap “Reports” and select Course
Select from the dropdown filters to view each associate’s progress as a percentage of the whole course.
Progress is logged when a user taps “Mark complete” or passes a quiz.

Course Report/ Learner Lookup

Scroll down the Course Report page and you’ll find the Learner Lookup (it’s the same as the one at Progress duplicated here for convenience)
Here’s where you can look up the progress for a particular learner
Tap on a caret ” ∨ ” to drill down from course to lesson to topic or quiz.
Group Leaders can modify progress by checking or unchecking the boxes at the left. Very handy when you’re wondering why it’s taking so long to qualify for assessment, or they’ve hit “Mark Complete” before they’ve truly earned it!

Danger! Higher level checkboxes affect everything within their section. For example, checking the box for Salon Associate Accelerator marks everything in the course as complete! Do not tap “Confirm” unless you are certain you want to overwrite ALL progress!

Quiz Report

Get here by selecting Quiz from the Reports drop-down on the Group Management Panel
From the dropdown, select the quiz you’d like to review.
If a learner takes a quiz multiple times, all their results will show up with a timestamp.
Tap on the little form button in each row to open a popup with the full quiz details.

Progress Report

From the Group Management Panel, select Progress from the Reports drop-down.
This page works exactly the same as the Learner Lookup on the Course Report page.
Look up the progress for a particular learner.
Tap on a caret ” ∨ ” to drill down from course to lesson to topic or quiz.
Group Leaders can modify progress by checking or unchecking the boxes at the left.

Danger! Section checkboxes affect everything in their section. For example, checking the box for Salon Associate Accelerator marks the entire course complete and their certificate is instantly sent to them! Do not tap “Confirm” unless you are certain!

If you do tap ‘confirm’ and change your mind, the only way to fix it is to go through the checkboxes with your learner and un-check the segments that still need to be completed. This is not something we can help you with.