Manage an Instructor's Profile

Each instructor has a profile with their contact details, pilot certificate, documents, permissions, flights, billing rates, and payroll. Admins manage it from Instructors in the sidebar.

Find an instructor

1. Open Instructors.
2. Type in Search instructors... to find someone by name.
3. Each card shows whether they're active, their email and phone, and their flight and ground rates.
4. Click the instructor to open their profile.

To add someone, click Add Instructor. See Invite Instructors and Office Admins.

To set the order instructors appear on the Schedule, click Sort > Sort instructors…, arrange the list, and click Save Order.

The top of the profile

The header shows the instructor's name, rates, and status, with these buttons:

• Endorsements to add or update an endorsement on their record.
• Add Card to save a card on file.
• Email to write to them from Sky Schedule.
• Account, a menu with Edit Profile, Open Account (opens their dashboard in a new tab so you see what they see), Add Note, Make student, Send Document, Send sign-up link, Send PWD Reset, and Delete.

Below the header are their details: Email, Phone, Rates, Pilot certificate, Card on file, and more.

Add their pilot certificate

1. Next to Pilot certificate, click Add (or View if one is on file).
2. Fill in Certificate Type, Category / Class, Certificate #, Issued On, Ratings / Endorsements, and Restrictions / Limitations. Tick Temporary or Revoked / Suspended if they apply.
3. Click Upload File to attach a copy, then click Save.

Profile sections

Click a section to expand it:

• Documents: CFI certificate, medical, ID, and other files with expiration dates. See Track Medicals and Document Expirations.
• Permissions: what this instructor can do, such as view reports or only edit their own reservations.
• Onboarding: their instructor onboarding submission.
• Payment Rates: what customers are charged for their instruction. See Set Instructor Billing and Payroll Rates.
• Endorsements, Requirements, and Activities: what's on file and what's missing for the activity types they fly.
• Flights: their flights, with a filter.
• Payment Activity: invoices and payments.
• Payroll: their saved payroll reports. See Run Instructor Payroll Reports.
• Memberships, Packages, Pricing groups, and Notes.

Edit their details

Click Account > Edit Profile to change their Name, Email, Phone, address, or photo, and click Save. Admins can also set Status to Active or Not active. Schools that use instructor colors set a Schedule color here too.

Troubleshooting

• Payment Rates or Payroll isn't showing. Only admins and office admins see those sections.
• Sort isn't there. Only admins and office admins can change the Schedule order.
• An instructor can't sign in. Their sign-up may be waiting for approval on the Instructors page.