📝 Overview
Welcome to the Instructor Guide, designed to help both providers and instructors understand how to manage, assign, and utilize instructor accounts effectively within the software.
🏢 Instructor Guide for Providers
The next sections will teach providers how to create instructor profiles & biographies, assign them, and use reporting.
🪪 Instructor Profiles
Click here to learn how to create Instructor Profiles & Biographies
Click here to learn how to create Instructor Profiles & Biographies
Adding instructor profiles is a key part of the scheduling process in Sawyer. Instructors will have the most limited permissions and can only view roster details for activities that they are assigned to as instructors.
Click here to view more detailed steps on how to add an instructor
Click here to view more detailed steps on how to add an instructor
To add an instructor, follow these steps:
Go to Listings > Instructors
Click New Instructor
Add the instructor's name and email (cell phone number is optional)
Click Invite Instructor to trigger an email invitation to the Instructor’s email. You may want to let them know to expect it.
The next step is to assign them to their scheduled activities by going to Schedules.
Once an Instructor is created, you’ll see their name appear on the main page with a list of instructors created on your account. You’ll see the status “Invite Sent” for any Instructor who has yet to accept their invitation.
Click the instructor’s name to resend an invitation or add additional instructor details, including bio, photo, and contact information.
If you ever need to remove an instructor, you can take this action at the bottom of the Instructor profile details screen.
Click here to view more detailed steps on how to add an instructor biography
Click here to view more detailed steps on how to add an instructor biography
Complete instructor profiles to add detail about your staff to your activity listings. Instructor biographies can be completed by business owners and instructors alike. Completing these profiles helps build trust with new customers by showcasing your staff and sharing how they shine. Learn how to add instructor biographers below.
Navigate to Listings, then click Instructors.
Click into an Instructor Name
A photo can be added of the Instructor at the top of the page
Scroll down to find Public Bio. Enter your Instructor Bio in the large text box. Include details like education, credentials, fun facts, and prior experience
If your Instructor has a LinkedIn profile, you can add that as well
Save Profile
🤸♀️ Assigning an Instructor to a Scheduled Activity
Once you have added Instructors to your Sawyer account through the Listings tab, the next step is to assign them to their scheduled activities. Click into the drop downs below to learn how:
Click here to learn how to add an instructor to a semester, camp, or event
Click here to learn how to add an instructor to a semester, camp, or event
Go to the Schedules tab. Then locate the class you want to add them to either in Semesters or Camps/Events.
Click the activity you want assign the instructor to. This expands the details of the activity. Click the three dots in the top right of the activity. Then choose Edit Scheduled Activity (pencil icon) next to the scheduled activity name to edit the scheduled activity.
Scroll down to Instructors and then add your intended person.
Click Save & Continue at the bottom of the page. Now that you have saved the first page of the editor, you can click out of the editor or continue to click Save & Continue until you are out of the editor.
Click here to learn how to add an instructor to an appointment
Click here to learn how to add an instructor to an appointment
Go to the Schedules tab and click Appointments on the menu bar.
Locate the Appointment you want to add them to. Click the Three Dot icon for that Appointment, then click Edit.
Click the drop-down next to Instructors and select the Instructor.
Click Save & Continue at the bottom of the page. Now that you have saved the first page of the editor, you can click out of the editor or continue to click Save & Continue until you are out of the editor.
📈 Reporting
Click here to learn more about reporting options
Click here to learn more about reporting options
The Instructor Order History Report shows the details of the classes taught by that instructor
In your portal, go to Listings > Instructors
Click into an Instructor profile
Scroll down to click on Instructor Order History, which will immediately download the report to your computer
This report shows the following information in a spreadsheet:
Instructor Name
Class Date
Start Time
End Time
Class Name
Location
Students Enrolled
🧑🎨 Instructor Guide for Instructors
The next few sections will teach instructors how to use the software. We recommend providing your instructor with a link to the article to learn how to use the Sawyer software.
We've created a downloadable PDF for your instructors!
Download it by selecting this link: Instructor Reference Sheet.pdf
🧑💻 Instructor Login
Click here to learn how Instructors Login
Click here to learn how Instructors Login
Below are the steps for Instructors to log into Sawyer Tools for the first time:
From the invitation email, click Accept Invitation
Once you enter your password, you will be directed to your Sawyer Tools dashboard. You can access it anytime at sawyertools.com.
You will have access to the scheduled activities that have been assigned to you. You can click into each class to view the daily roster, take attendance, and view contact details.
Also from the roster, you can also use the +New Order button to enroll a student and charge their account. Learn more about the +New Order button.
📋 Instructor How-To Resources
Explore the articles below to discover how to maximize what Instructors can do:
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I assign more than one instructor to an activity?
Click the arrow to see the answer
Click the arrow to see the answer
You can assign multiple instructors to a single class, camp, or event through the Schedules tab. Just select all applicable instructors from the drop-down menu before saving.
What access do instructors have once assigned?
Click the arrow to see the answer
Click the arrow to see the answer
Instructors can only view and manage rosters for the activities they’re assigned to. They can mark attendance, view participant details, and create new orders directly from the roster.
How do instructors log in for the first time?
Click the arrow to see the answer
Click the arrow to see the answer
After being invited, instructors will receive an email to accept the invitation and set their password. Once completed, they can log in anytime at sawyertools.com.
Can providers edit or remove instructor profiles?
Click the arrow to see the answer
Click the arrow to see the answer
Providers can edit instructor details or remove an instructor entirely from the profile page under Listings > Instructors.
How do I resend an instructor invitation?
Click the arrow to see the answer
Click the arrow to see the answer
Go to Listings > Instructors, click the instructor’s name, then select Resend Invitation on their profile page.
What information should be included in an instructor biography?
Click the arrow to see the answer
Click the arrow to see the answer
Include education, credentials, relevant experience, and fun facts. Adding a photo or LinkedIn profile can help parents and customers connect with your staff.
Where can I find reports for instructor activity?
Click the arrow to see the answer
Click the arrow to see the answer
You can generate an Instructor Order History Report under Listings > Instructors. This report shows class dates, times, student enrollments, and locations.