Intro to the Activity Roster & Booking Attendance

Summary

This guide explains how to view class rosters, manage waitlists, and track attendance for classes scheduled for today. Please note that roster editing is only available for today’s classes; past dates cannot be modified.

Step-by-Step Guide

1. Navigate to the Front of House (FOH) Module

   • Start from the home page and select the Front of House module.
     
     
     
     

2. Open the FOH Dashboard

   • In the FOH module, go to the Dashboard.
     
     
     
     

3. Start a Machine

   • Begin the transaction process by starting a machine.

4. Access the Classes Tab

   • On the right side of the screen, click on the Classes tab to view options for today’s classes.
     
     
     
     

5. Manage Class Activities

   • Book a Customer into a Class

     1. Search for the customer who wants to join the class.
     2. Find the class they wish to book.
     3. Click Book to add the customer to the class.
        
        
        
        
     4. Select Add to Order.
        
        
        
        
     5. Choose the customer’s preferred payment method.
        
        
        
        
     6. Click Continue.
        
        
        
        
     7. Choose a receipt option (email, print, or no receipt as applicable).
        
        
        
        Please note that you can also book a customer onto an activity via the Bookings button.
        
        

   • Add a Customer to the Waitlist

     1. Search for the customer.
     2. Locate the class they want to join and click on Join Waitlist.
        
        
        
        
     3. Confirm by clicking Join Waitlist again.
        
        
        
        

6. View the Roster

   • To view the roster for a specific class, search for the class on the Classes tab.
     
     
     
     
   • If you need to see rosters for classes that have already occurred today, select Show Previous to view completed activities.
     
     
     
     

7. Manage Attendance and Cancellations

   • Mark Customers as Absent

     • Customers are marked as "Absent" by default, so no action is needed to indicate absence unless adjustments are required. Or unless the Auto-Attend setting is enabled.
       
       
       
       

   • Mark Customers as Attended

     1. From the Change dropdown, select Attended to mark present customers.
        
        
        
        

   • Cancel a Customer’s Booking

     • To cancel a booking, simply on the red cancel button.
       
       
       
       

   • Download or Print the Roster

     • You can download or print the roster for today’s classes. Note that this roster will exclude any customers on the waitlist. Waitlisted customers will be added to the roster if another customer cancels.

   • Remove a Customer from the Waitlist

     1. Go to the Waitlist tab.
     2. Locate the customer you wish to remove and click Remove.

By following these steps, you can efficiently manage today’s class rosters, attendance, and waitlists.