Staff Shell, Navigation, and Header

What this page is for

The staff shell header gives operators tenant/location context, global search, quick create actions, announcements, notifications, language selection, and profile/preferences access without leaving the current page.

Who should use it

All staff

Where to find it

Top bar available across Staff app

Before you start

• Use global search before creating new people. It searches people, phone, email, and client ID so staff can avoid duplicate records.
• Use the location scope switcher only when you intentionally want to view all accessible locations or one specific gym.
• Toggle sidebar collapses or expands the navigation rail without changing the active page, tenant, location scope, or selected workflow.
• Use the Create menu for fast prospect, walk-in tour, walk-in trial, or walk-in member starts; still complete the downstream People, Trial, POS, and Opportunity forms correctly.
• Announcements and notifications can come from the current workspace or other accessible workspaces; check the workspace label before acting.
• Language and profile/preferences controls are personal display/account controls, not gym master-data settings.

Daily workflow

• Start each shift by confirming the brand/location scope in the topbar.
• Search by phone or client ID before opening a profile or creating a new prospect.
• Use quick create only when the person or workflow truly does not already exist.
• Review announcements and unread notifications, then archive or mark read only after acting.
• Open personal preferences from the profile menu for password, notification, availability, and display settings.

Watch out

• Do not use the global Create menu to bypass duplicate checks or provider/payment readiness.
• Do not ignore support impersonation banners; actions taken during impersonation are audited.

Related help

• Use the left menu to open related pages in Admin Settings.
• Use Ask Docs for questions that are already covered in this public documentation.