Create training modules, lessons, assessments, tasks and rewards for your team.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Create a training module. Organize the material by role and topic.
- Add a lesson. Add the text, images and assessment questions.
- Assign the training. The employee will see the available material in their workspace.
- Set up incentives. Create challenges, conditions and rewards in Gamification.

Check the result
Training results and completed conditions appear for the correct employee, and a reward is not issued again without a qualifying reason.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.