📝 Overview
Roster settings and labels help you control how your rosters look and function. Settings let you choose what student information appears on each roster globally, while labels help you categorize and quickly identify students by their enrollment type. Both are configured from your Upcoming section and apply to how you manage day-to-day operations.
🛠️ Configure Your Roster Display Settings
Learn how to customize what information shows on all your rosters.
Access Roster Settings
Click here to learn how to access roster settings
Click here to learn how to access roster settings
Go to Upcoming and click into any class
Click Roster Actions or the More Options Menu [...] at the top of the roster
Select Roster Settings. Choose the information you'd like to display on the roster (student names, contact information, form responses, etc.)
Click Save
💡 Global Setting: Any changes made in Roster Settings apply to all rosters across your account, not just the current class. This ensures consistency across all your rosters.
Customize Question Nicknames
If you have long form questions (like waiver language or detailed intake questions), use nicknames to shorten them on your roster display.
🧠 Example: Instead of displaying "I hereby agree to the full waiver of liability for all activities," you can create a nickname like "Waiver Signed" to keep your roster cleaner.
Choose Your Attendance Method
By default, attendance is tracked by marking students as Absent or Present. If you prefer to track drop-off and pickup information, you can switch to the Check In / Check Out method.
Attendance Type: Simple absent/present tracking
Check In / Check Out Type: Records
Time student checked in
Person who checked them in
Time student checked out
Person who checked them out
Optional notes for each check-in/check-out
Learn more about Check In / Check Out if you want detailed instructions on using this method.
🏷️ Understanding Roster Labels
Labels appear next to student names on your roster and help you quickly identify their enrollment status or type.
Identify first-time students so you can give them extra attention or welcome materials
See who's registered for the full session vs. trying a drop-in class
Spot registration patterns and plan accordingly
Click the arrow to view roster label examples
Click the arrow to view roster label examples
Full Session
Displays on the Booked, Waitlisted, Canceled tabs when a student is registered for the entire semester or camp.
Drop-in
Displays on the Booked, Waitlisted, Canceled tabs when a student is registered as a drop-in.
New to Activity
Displays on the Booked, Waitlisted, Canceled tabs when a student is added to a new activity they were never added to before.
New Student
Displays on the Booked tab when a student has made a first-time booking with a provider. The label will be visible next to the student's name for the entire semester or camp.
Pack
Displays on the Booked tab when a student has booked that instance with a pack spot. If a student is canceled from a class, the pack label should no longer appear by the student name.
Allergy
Displays on the Booked and Waitlisted tab when a student has an allergy. This tag will not display if words like "none", "na", "n/a" are entered into this field.
Birthday
Displays on the Booked and Waitlisted tabs when a student has a birthday within a +/- 7 day range.
New Transfer
Displays on the Booked tab when a student was transferred into the class. It should only show on the first day if the student was transferred for multiple instances at one time. Also displays if a student is rebooked into the class from the Canceled tab.
Free Trial
Displays on the Booked tab when a student has signed up via the Free Trial booking.
Agreements
Displays on the Booked tab when a student has an unsigned required agreement associated with their profile.
Makeup
It appears on the booked and Cancelled tabs when the booking is a makeup booking.
