Classes roster view

The roster view shows a studio's classes for a specific day or for a week. Additionally, from the roster view, you can sell items, create new student profiles, manage schedules (based on role permission), close payments, update the status of registration, and much more.

You can perform the following actions on the roster view:

As an instructor you can:

  • Manage student profile - Create new student profile, edit and delete registrations, search for existing students

  • Manage classes - Enroll a student for a class/sign-in/change status

As front desk staff, based on role permissions you can:

  • Manage schedules - Create and edit schedules

  • Manage instructors - Change instructors and their timings

Search for a student

You can search by student name, mobile number, email address, and student code specified on the Zenoti profile.

Check-in a student

  1. On the roster view, select the class where you want to sign in the student.

  2. Next to the student's name, click Sign In .

Other actions

Action

Perform these steps

Create a new student profile

  1. On the class roster view, next to the search icon, click Add Guest+.

  2. Fill in the mandatory details.

  3. Click Save.

Filter classes by instructors and class level

  1. Click Filters.

  2. Select the level or instructor.

  3. Click Apply.

View the classes for a particular date or week

  1. In the roster view, on the calendar, use the left and right arrows to toggle between weeks.

  2. To view classes for a day, click the respective date.

Email all option in classes

  1. On the class roster view, click the name of the class where the guest is registered/signed in.

  2. Click the Menu option on the top right > Email class.

This sends emails to registered students of the class. Students who have cancelled the class or whose status is marked as "No show" do not get the emails.

Sell membership, and packages, collect payment

  1. On the top right corner of the roster, click Launch POS.

  2. On the POS window, fill in the necessary details and click Add Payment.

Add students to a class

  1. On the roster view, next to the session, click Add People .

  2. Click Add Guest.

  3. Enter the mandatory fields and click Save.

Manage Cash

  1. On the top right corner of the roster, click the menu option.

  2. Click Manage cash and invoices.

Close payments

  1. On the top right corner of the roster, click the Menu option.

  2. Click Close Payments.

If you are front desk staff, based on your role permissions you can perform these steps:

Action

Perform these steps

Edit a session

  1. On the roster view, select a session.

  2. To edit a session, next to the session name, click the menu option.

  3. Click Edit Schedule.

  4. Update the required fields - you can update rooms, name of the class, capacity, and assigned instructors.

  5. Click Check Availability.

  6. If there are no conflicts, it saves the schedule.

Cancel session

  1. On the roster view, select a session.

  2. Next to the session, you want to edit, click the More option.

  3. Click Edit Schedule.

  4. Update the required fields - you can update rooms, class name, capacity, and assigned instructors.

  5. Click Cancel Schedule.

  6. If there are no conflicts, it saves the schedule.

Roster stats calculations

Metrics

Calculation

Registered

Sum of Sign-In/Signed-In/Closed guests

Registered/Signed-In/Closed

Sum of Signed-In/Closed guests

Open Invoice

Sum of Not paid/payment done but the invoice is not closed/Package, or Membership redeemed but invoice is not closed/100% discount given an invoice is open

Cancelled

Sum of Cancel and Cancelled/closed guests

NoShow

Sum of NoShow and NoShow/Closed guests

Waitlist

Sum of Waitlist (with/without Fee)

Enrolled/Rejected

Count not included in any bucket

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