Overview
Create a staff member as a RISE user
Give staff access only to their assigned conversations and contacts
Keep owner access to all conversations and RISE features
Synchronize assigned staff from FLiiP to RISE automatically
Optionally activate internal appointment reminders for staff
How the Feature Works
On the staff profile in FLiiP, set Create as RISE user to Yes.
FLiiP creates the staff member as a user in RISE.
The staff member receives an email to configure their RISE password.
For any existing appointments, and for any services with an assigned staff, the assigned staff is synchronized to the member's RISE contact as a Follower.
For future assignments, each time a staff member is assigned to a service or appointment in FLiiP, that staff member is added as a Follower on the member's RISE contact.
Staff members see only conversations and contacts where they are listed as Followers.
Owners can see all conversations and have full access to RISE.
Staff may receive internal appointment reminders if the gym activates the RISE draft workflow. The workflow is not enabled automatically.
Step 1 — Create a Staff Member as a RISE User
In FLiiP, go to the Staff list.
Select the staff member.
Open Edit staff.
Find the Create as RISE user setting.
Set the setting to Yes.
Save the staff profile.
FLiiP will create the staff member as a RISE user. The staff member will receive an email invitation to configure their RISE password.
Step 2 — Synchronization of Assigned Staff to RISE
After the staff member has been created as a RISE user, assign them to services or appointments in FLiiP as usual.
The assigned staff will be synced as a Follower to the member's RISE contact within 5-10 minutes.
The staff member can access the member's conversation in RISE
The assignment is visible at the contact level and in the conversation details
What happens when the assignment changes?
Staff assigned: The staff member is added to the member's Followers in RISE.
Staff reassigned: The previous staff member is removed and the new staff member is added.
Staff unassigned: The FLiiP-assigned staff member is removed. Followers that were already present and were not managed by FLiiP remain unchanged.
Step 3 — Staff Access in RISE
Staff users receive restricted access in RISE.
They can:
Access RISE Conversations
Access contacts where they are listed as a Follower
Communicate with their assigned members
Receive and reply to messages through the available channels
They cannot access:
Other staff members' conversations
Contacts where they are not listed as a Follower
Workflows
Account settings
Other restricted RISE areas
Staff access is limited to the conversations and contacts assigned to them.
Step 4 — Owner and Admin Access
Owners can see all conversations and have full access to RISE.
This allows owners to:
Monitor staff and member communications
Access all member conversations
Manage RISE settings and workflows
Review conversations when staff members are unavailable
Maintain centralized visibility across the gym
Admin access depends on the permissions configured for their RISE user profile.
Step 5 — Members with Multiple Assigned Staff
A member may have several services or appointments with different assigned staff members.
In this situation:
All assigned staff members are added as Followers to the member's RISE contact
All assigned staff members can access the same conversation
The conversation is not separated into multiple threads
Each staff member should add their name or signature when replying so the member knows who is communicating.
Step 6 — Optional Internal Appointment Reminders
A draft RISE workflow is available to send internal reminders to staff before their appointments with members.
The workflow must be activated by the gym.
Once activated, reminders will be sent 24 hours prio to the appointment to the assigned staff member by:
Email
Phone
Both, depending on the configured workflow and available contact information
Multi-Location Considerations
The Create as RISE user setting is configured on the staff profile for each gym.
If a staff member is given RISE access for the first time, they receive an invitation email to configure their account. If they are later added to another gym using the same RISE account, the additional gym appears in their RISE account without requiring them to create another password.
Access and conversations remain associated with the relevant gym.