For owners

Training and gamification

Create training modules, lessons, assessments, tasks and rewards for your team.

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

  1. Create a training module. Organize the material by role and topic.
  2. Add a lesson. Add the text, images and assessment questions.
  3. Assign the training. The employee will see the available material in their workspace.
  4. Set up incentives. Create challenges, conditions and rewards in Gamification.
Staff section
Staff section: use the section names as a guide; values in your account may differ.

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.

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