📝 Overview
The event roster feature allows you to track and manage customers attending a specific event type. When enabled, you can add customers directly to an event's roster, collect payment at the time of registration, check customers in, and drop unpaid members as needed.
💡 New to Event Types? Before setting up a roster, make sure your Event Type is configured correctly.
🛠️ Setup
Click the arrow to learn how to enable the event roster on an Event Type
Click the arrow to learn how to enable the event roster on an Event Type
To use event rosters, the feature must first be enabled on the Event Type.
Using the Global Search bar, type Event Types and select it from the results.
Open the Event Type you want to configure, or create a new one.
In the Details section, locate the Has event roster toggle and turn it on.
If you want to charge customers a fee when added to the roster, search for and select the applicable product in the Registration product field.
⚠️ Important Note: When Has event roster is enabled, the Has season toggle cannot be used on the same Event Type.
📋 Managing the Roster
Click the arrow to learn how to manage the roster on an event
Click the arrow to learn how to manage the roster on an event
Once your event has been created, you can begin adding customers to its roster directly from the event record.
💡 Not sure how to create an event? Learn how to create a single event or event series through the calendar.
➕ Adding a Customer to the Roster
Click the arrow to learn how to add a customer to the roster
Click the arrow to learn how to add a customer to the roster
Open the event from the Calendar.
Select the Roster tab on the left side of the event record.
Click the + Add button.
Search for and select the customer you want to add.
If a Registration product is attached to this Event Type, a Require checkout? checkbox will appear. Leave this checked to proceed to checkout and collect payment. Uncheck it to add the customer to the roster without charging them at this time.
Click Yes to confirm.
💰 Payment & Roster Status
Click the arrow to learn more about payment and roster status
Click the arrow to learn more about payment and roster status
Once customers have been added, the roster displays their payment status:
Unpaid - The customer has been added but has not yet paid. Click the Pay button to add a payment to the cart at any time.
Paid - The customer has paid. Their invoice ID and amount paid will be visible on the roster.
You can also drop unpaid customers from the roster using the Drop button next to their name.
✅ Checking In Customers
Click the arrow to learn more about checking in customers
Click the arrow to learn more about checking in customers
From the roster, you can check customers into the event directly from the event record.
Click the Check-in button next to the customer's name on the roster.
An Event check-in dialog will appear. Use the dropdown to select the number of check-ins, then click Check-in to confirm.
Once checked in, the customer's roster entry will update to reflect their checked-in status.
