Actions on the roster view
The Roster view or page in Zenoti supports a variety of actions performed by different user roles, including instructors, front desk staff, and administrators.
Instructor actions
Manage student profiles: Create new student profiles, edit and delete registrations, and search for existing students.
Manage Attendance:
Check-in students.
Mark students as no-shows or canceled.
Undo check-ins.
Enroll Students: Add students to classes or waitlists.
Select Substitutes: Assign replacement instructors for sessions.
Front-desk actions
Process Payments:
Launch the POS to process memberships, packages, or drop-in payments.
Handle refunds for memberships, packages, or retail items.
Close payments for sessions.
Manage Registrations and Waitlists:
Add guests with guest passes.
Move students from waitlists to registered lists.
Enhance Guest Interactions:
Add personalized guest alerts.
Send emails to registered and signed-in students.
Manager and Administrator Actions
Configure Roster Settings: Enable options like visibility of canceled sessions.
Manage Canceled Classes: View and reschedule canceled sessions.
Define Policies: Configure no-show and cancellation rules for sessions.
Common Actions for All Roles
View Metrics: Analyze data such as registrations, attendance, waitlists, and open invoices.
Manage Class Schedules: Edit, reschedule, or cancel sessions.
Communicate with Students: Use email tools and view milestones for student progress.