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Shared Rosters


 

Create a Shared Roster

Overview

You can use the Shared Roster to link multiple sessions and compile them into one roster. When multiple sessions are under a shared roster, a maximum participant number can be set so once you reach that maximum number the system will not allow any more registrations in that session.

Instructions

  1. Navigate to Activities > Shared Rosters
    activities_shared_roster.jpg
  2. Select Create Item 
    select_create_item.jpg
  3. Fill in fields
    fill_in_shared_roster_fields.jpg
    • Shared Roster Name: A basic label describing this shared roster; visible on various areas of CivicRec
    • Max Participants: Enter the maximum number of participants in a shared roster
  4. Select Save New Item
    select_save_new_item_to_save_shared_roster.jpg
  5. Select Sessions tab
    select_the_sessions_tab.jpg
  6. Select Assign Sessions button
    select_assign_sessions_to_add_sessions_to_shared_roster.jpg
  7. Choose the sessions to add to your roster
    choose_sessions_to_add_to_shared_roster.jpg
  8. Click Add Selected Sessions 
    select_add_selected_sessions_to_add_sessions.jpg
  9. Click Save Item
    select_save_item_to_save_shared_roster_sessions.jpg



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