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Using Dharma Tribe/
Rosters
Adding Students to a Class Roster
1.
Select the
roster by clicking on the appropriate class from the Schedule
2.
Click
Add+
3.
Find an
existing student by typing the first few letters of the last
name and select the student. (The student's birthday will also
appear to delineate between two students with the same name.)
Note: You must type the letters without pausing, otherwise the
list will advance to the current letter you are typing. You may
add a student on the fly by selecting New Student.
4.
Click
Continue
5.
If the student
has a series to apply, select it and click Apply. The
details will display on the roster. If the student does not have
a series to apply, chose either:
·
Allow to Owe
(this will create an owed class that can be reconciled later)
·
Instructor
or Guest
·
Free Class
·
Sell Single
(creates a Quick Sale of a single class for the student)
6. If you apply a series or
make a Quick Sale, you must click on the series or single class
in the detail line of the Add Student screen in order to return
to rosters and complete the process
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