Roster, email & export

How to email all clients in a class, export the roster, and send liability waivers.

From the check-in screen, you have a few tools for communicating with and managing the full class roster.

Email all clients in a class

  1. Open the class check-in screen
  2. Click the ... actions menu
  3. Select Email clients

This opens a compose window pre-addressed to all clients with active reservations. Use it for last-minute class notes, location changes, or any other class-specific message.

Enter a subject and a message before sending — the Send email button stays disabled until both fields are filled in.

Export the roster

  1. Click the ... actions menu
  2. Select Export bookings or Print class list

Export bookings downloads the class's bookings (CSV, XLSX or PDF) with client names, emails, and check-in status — useful for record-keeping or importing into another tool.

Print class list prints the roster — great for in-person check-in at a studio.

Send a liability waiver

If a client needs to sign your liability waiver before attending:

  1. Click the alert next to the client name
  2. Select Resend waiver

They'll receive an email with a link to sign.

More about liability waivers →

Swap a client's payment method

If a client's payment needs to be updated after they've booked:

  1. Click ... next to the client
  2. Select Update payment method (or Resolve payment if the booking is unpaid)
  3. Choose the new payment method and confirm

This is useful if someone paid with the wrong package, needs to switch from one membership to another, or wants to pay with a different card.

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