DSR: How to Enroll a Client into Classes

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

1. Starting from a customer profile, click on the "+" symbol in the upper left and select the program type "Class".
   
2. 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.
   
3. Choose whether or not to send a registration email and click Add.
4. 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. 
   
5. When ready, click the Checkout button to proceed to the payment screen.

Adding a Client Through a Class Roster

1. Go to the Programs menu and then press Class.
2. 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.
   
3. Click on the + Add button on the Roster tab to search for the customer to add.
   
4. Search for the customer or select them from the list of Recent Customers.
5. Choose whether or not to send a registration email and click Add.
6. 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.
   
7. When ready, click the Checkout button to proceed to the payment screen.

Adding a Client Through a Calendar View

1. 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.
2. Click on class name under Description.
3. Click on the + Add button at the top of the roster list to search for the customer to add.
4. Search for the customer or select them from the list of Recent Customers.
5. Choose whether or not to send a registration email and click Add.
6. 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.
7. When ready, click the Checkout button to proceed to the payment screen.