📝 Overview
This article explains how staff can manually add a customer to a class, camp or per-session, or team roster from the admin side of the software. Instructions vary slightly depending on the program type and where you begin.
💡 Need help finding the right roster?
Before adding a customer, you may need to search for the correct class, team, or camp.
💡 Tip: Use Global Search to jump directly to a roster
If you already know part of a roster name or the program roster ID, Global Search can take you directly to the roster before you add a customer.
You can search using:
A keyword from the roster name
The program type and roster ID (for example,
class: 9606)
➕ Ways to Add a Customer to a Roster
This section covers the different places you can start the add process. All options ultimately follow the same checkout flow.
🎓 Classes
📍 From the Class Roster
Click the arrow to learn how to add a customer from the class roster
Click the arrow to learn how to add a customer from the class roster
Locate and open the class.
Select the Roster tab.
Click + Add.
Search for and select the customer. If the program uses a registration form, additional fields may appear and must be completed before adding the customer.
Choose whether to send a registration email.
Click Add.
📍 From the Customer Profile
Click the arrow to learn how to add a customer to a class from their profile
Click the arrow to learn how to add a customer to a class from their profile
Open the customer profile.
Click + Add in the upper-left corner.
Select Class.
Search for and select the class.
Review the preselected customer. If the program uses a registration form, additional fields may appear and must be completed before continuing.
Choose whether to send a registration email.
Click Add.
📍 From the Calendar
Click the arrow to learn how to add a customer to a class from the calendar
Click the arrow to learn how to add a customer to a class from the calendar
Open the class event in Calendar.
Select the class name to open the roster.
Click + Add.
Search for and select the customer. If the program uses a registration form, additional fields may appear and must be completed before continuing.
Click Add.
🏕️ Camps and Per-Session Programs
📍 From the Camp Roster
Click the arrow to learn how to add a customer from the camp roster
Click the arrow to learn how to add a customer from the camp roster
Locate and open the camp.
Select the Roster tab.
Click + Add.
Search for and select the customer. If the program uses a registration form, additional fields may appear and must be completed before continuing.
Choose whether to send a registration email.
Click Add.
📍 From the Customer Profile
Click the arrow to learn how to add a customer to a camp from their profile
Click the arrow to learn how to add a customer to a camp from their profile
Open the customer profile.
Click + Add.
Select Camp.
Search for and select the camp.
Review the preselected customer. If the program uses a registration form, additional fields may appear and must be completed before continuing.
Choose whether to send a registration email.
Click Add.
📍 From the Calendar
Click the arrow to learn how to add a customer to a camp from the calendar
Click the arrow to learn how to add a customer to a camp from the calendar
Open the camp event in Calendar.
Select the camp name.
Click + Add.
Search for and select the customer. If the program uses a registration form, additional fields may appear and must be completed before continuing.
Click Add.
⚽ Teams
📍 From the Team Roster
Click the arrow to learn how to add a customer from the team roster
Click the arrow to learn how to add a customer from the team roster
Locate and open the team.
Select the Roster tab.
Click + Add, then select Add Player or Add Manager, depending on who you are adding.
Search for and select the customer. If the team tracks jersey numbers or uses a registration form, additional fields may appear and must be completed before continuing.
Choose whether to send a registration email.
Click Add.
📍 From the Customer Profile
Click the arrow to learn how to add a customer to a team from their profile
Click the arrow to learn how to add a customer to a team from their profile
Open the customer profile.
Click + Add.
Select Team.
Search for and select the team.
Review the preselected customer. If the team tracks jersey numbers or uses a registration form, additional fields may appear and must be completed before continuing.
Click Add.
🛒 What Happens After You Click Add
This section explains what you may see after clicking Add, including additional steps required to complete registration.
🗓️ Camp Event Selection (Per-Session Camps)
Click the arrow to learn about selecting camp dates or sessions
Click the arrow to learn about selecting camp dates or sessions
Some camps allow or require staff to select specific event dates or sessions.
After clicking Add, you may be prompted to choose which camp events the customer is registering for.
This may include selecting individual days, sessions, or weeks.
The available options and layout depend on how the camp is set up.
Once event selections are made, continue through checkout.
💳 Payment Options
Click the arrow to learn about payment options
Click the arrow to learn about payment options
Depending on the program, you may be prompted to:
Pay in full
Select an available payment plan
💰 Team Payment Behavior
Click the arrow to learn how team payments work after clicking Add
Click the arrow to learn how team payments work after clicking Add
Team payment behavior depends on the team type.
Individual teams
The individual team fee is added directly to the shopping cart.
If a membership is required, the cart will prompt the membership purchase before checkout.
Normal teams
After clicking Add, you are redirected to the Team Payment window.
By default, enter the customer’s contribution in the Payment amount field and click Add to cart.
If you have permission, you can select Apply Credit to apply an employee credit, early registration credit, or other credit before continuing.
Credits are applied immediately.
🎟️ Membership Requirements
Click the arrow to learn about membership prompts
Click the arrow to learn about membership prompts
Some programs require an active membership to register.
If a membership is required:
The program fee is added to the cart.
A notice appears prompting you to add the required membership.
Registration cannot be completed until the membership is added.
➕ Required or Optional Add-Ons
Click the arrow to learn about add-on items
Click the arrow to learn about add-on items
Programs may include required or optional add-on items.
Required add-ons must be added before checkout.
Optional add-ons can be added or skipped based on your settings.
🧾 Completing Checkout
Click the arrow to learn how registration is completed
Click the arrow to learn how registration is completed
Once all required items are added, complete checkout to finish registration.
Customers appear on the roster based on payment status.
🔁 Changing a Registered Participant in a Program
If you need to switch a program registration from one family member to another, you can do this directly from the roster. This option is helpful when a family registers the wrong participant or needs to transfer enrollment between siblings.
Click the arrow to learn how to change a registered participant in a program
Click the arrow to learn how to change a registered participant in a program
Navigate to the Program Roster for the class, camp, or team.
Locate the participant whose registration needs to be updated.
Click the three vertical dots (⋮) next to the participant’s name.
Select Change Participant.
In the modal, choose the qualifying family member you want to transfer the registration to.
Select the correct participant and click Submit to confirm the change.
Once completed, the roster updates immediately. Refresh the page if needed to see the change. The associated invoice will also update to reflect the new participant.
💡 Pro Tips
⚠️ Check roster availability: Ensure the roster is active and available before adding customers.
🧠 Dropped customers retain payment history: Re-adding a customer does not remove past invoices or payments.
📌 Confirm selections before checkout: Verify sessions, memberships, add-ons, and jersey numbers before completing payment.
💬 Use registration emails intentionally
Sending confirmation emails helps reduce follow-up questions.🔄 Use Change Participant instead of re-registering
Switching participants keeps the original registration, pricing, and invoice intact.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why do I see extra fields when adding a customer?
Click the arrow to see the answer
Click the arrow to see the answer
Some programs or team settings require additional information during registration.
Why is the customer already selected sometimes?
Click the arrow to see the answer
Click the arrow to see the answer
When adding from a customer profile, the customer is automatically preselected.
Why do I see a Jersey Number field when adding a team player?
Click the arrow to see the answer
Click the arrow to see the answer
If the facility tracks jersey numbers, an optional Jersey Number field may appear when adding a player.
If tax is set within the location settings of a fee assigned to a group, will that tax appear on the team invoice?
Click the arrow to see the answer
Click the arrow to see the answer
Tax is applied to the individual customer’s invoice payment, not the team invoice.
I would like to adjust the person originally registered for a program. Can I do this?
Click the arrow to see the answer
Click the arrow to see the answer
Yes, but only within the same household. The Change Participant option allows you to switch the registration to another eligible family member on the customer’s account. You cannot use this option to move a registration to someone outside of the household.