Adding children to the Main roster manually

How you manually add children to rosters will depend on which kind of activity you are working with. This article outlines the steps for each.

Classes

To add a child to a Classes roster manually, click on the Classes icon at the left side of the screen, and then click on the class name. Once you see the roster for the class, choose the "add child" option in the upper righthand corner of the screen:

Click on the drop down menu to find the child you need to add. You can also type their name and it will populate below!
Select 'Invoice' or 'Charge'. The Invoice option allows the parent to pay at any time, while the Charge option automatically charges the card they have on file.

The next page will allow you to see any itemizations, as well as enter a discount code if applicable.  Once the policies are agreed to, you are able to click Submit to finalize.  

You can track payment statuses right from your roster, if needed:


**Reminder - You will only be able to see children in your system that have successfully enrolled in a class or activity previously.  If they have not, you will not see their names in your account.


Camps

To add a child to a Camp roster manually, click on the Camps icon at the left side of the screen, then click on the arrow to the right of the camp you are working on:

Click on the Group name:

Click on Add Child:

Click on the drop down menu to find the child you need to add. You can also type their name and it will populate below!

Select "Invoice" or "Charge"

The Invoice option allows the parent to pay at any time, while the Charge option automatically charges the card they have on file.

The next page will allow you to see any itemizations, as well as enter a discount code if applicable.  Once the policies are agreed to, you are able to click Submit to finalize.  

You can track payment statuses right from your roster, if needed:

**Reminder - You will only be able to see children in your system that have successfully enrolled in a class or activity previously.  If they have not, you will not see their names in your account.



Aftercare

To add a child to an Aftercare roster manually, click on the Aftercare Icon at the left side of the screen, then click on the three dots to the right of the aftercare activity you are working on:

From the drop down menu, you will see options to either "Add to Rosters" or " Add to Drop In."  


Adding to Rosters


If you know the parent needs to register for a particular day of the week for the entire activity session, you would click on "Add to Rosters" and then from the drop down menu choose the day of the week, and fill out any other fields that are required.

Once you have filled out all of the required fields, select 'Invoice' or 'Charge'.


The Invoice option sends an email notification to the parent with a payment link, allowing them to pay at any time, while the Charge option automatically charges the card they have on file.  


The next page will allow you to see any itemizations, as well as enter a discount code if applicable.  Once the policies are agreed to, you are able to click Submit to finalize.  

**Please note—Adding to the Roster will commit the parent to that particular day/days for the entirety of the activity session.

Adding as a Drop In


If the parent needs to register for one-off activities, or randomized days of the week, you would click on the "Add to Drop In" option.

You will be able to choose the child's name and see a calendar of available days for registration.  Once you choose the necessary days, click on "Invoice" or "Charge."  

The Invoice option sends an email notification to the parent with a payment link, allowing them to pay at any time, while the Charge option automatically charges the card they have on file.  

The next page will allow you to see any itemizations, as well as enter a discount code if applicable.  Once the policies are agreed to, you are able to click Submit to finalize.  

**Please note—Adding as a Drop In will only commit the parent to the particular date they select at registration.

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