Please use this support article to learn how to enroll a client into a class offering on DSR.
NOTE: You can enroll a client into a class from 3 different places in the software. Please see the steps for each of the methods below.
Adding a Client Through a Customer Profile
- Starting from a customer profile, click on the "+" symbol in the upper left and select the program type "Class".
- Search for the Class Name or filter by Season/Level or other options. You may need to select Show Future from the options on the right if the season start date is upcoming. Click on the Class Name.
- Choose whether or not to send a registration email and click Add.
- The fee should be automatically added to the shopping cart, depending on the Location Setting. If not, click Pay next to the customer's name to add the fee. If a membership is required the shopping cart will prompt a purchase.
- When ready, click the Checkout button to proceed to the payment screen.
Adding a Client Through a Class Roster
- Go to the Programs menu and then press Class.
- Search for the Class Name or filter by Season/Level or other options. You may need to select Show Future from the options on the right if the season start date is upcoming. Click on the Class Name.
- Click on the + Add button on the Roster tab to search for the customer to add.
- Search for the customer or select them from the list of Recent Customers.
- Choose whether or not to send a registration email and click Add.
- The fee should be automatically added to the shopping cart, depending on the Location Setting. If not, click on the $0.00 amount next to the customers name to add the fee. If a membership is required the shopping cart will prompt a purchase.
- When ready, click the Checkout button to proceed to the payment screen.
Adding a Client Through a Calendar View
- From the Calendar view, hover over the class event. See a preview of class details and select the pencil icon or double click the event block itself.
- Click on class name under Description.
- Click on the + Add button at the top of the roster list to search for the customer to add.
- Search for the customer or select them from the list of Recent Customers.
- Choose whether or not to send a registration email and click Add.
- The fee should be automatically added to the shopping cart, depending on the Location Setting. If not, click on the $0.00 amount next to the customers name to add the fee. If a membership is required the shopping cart will prompt a purchase.
- When ready, click the Checkout button to proceed to the payment screen.