Skip to main content

📘 SalesRevv Training: Staff Tab

Learn how to use the SalesRevv Staff tab to add titles, bios and beginner-friendly details for each staff member so your AI Assistant can answer questions about your instructors.

Introduction

The Staff tab is where you teach your AI Assistant about each of your staff members, so it can answer client questions about your instructors.

Staff accounts sync automatically from your booking system. Once they're in SalesRevv, you can add details about each person.


Editing a Staff Member

  1. Click the staff member's name.

  2. Update their details, such as their Title, Name and a short Bio.

  3. Note whether their sessions are beginner-friendly.

  4. Click Save.

Important: Always click Save after making changes, or your edits won't be kept.


Viewing & Organizing Your Staff

Like other areas of SalesRevv, the Staff tab includes View Settings, Export, Filter and Sort options so you can organize the list the way you want.

Pro Tip: Adding staff details is optional, but it helps your AI Assistant give clients accurate answers when they ask about a specific instructor, such as who's best for beginners.

Did this answer your question?