Create and manage Rosters

Think of Rosters as containers. You add in members/teams and plans. Instead of adding multiple plans to a member, you just add them to a roster. Simple, isn’t it?

Here’s how you can create and manage your Rosters:

1. On the right corner of the header, click on the ⚙️ icon.

2. Navigate to Rosters from the left nav bar.

3. Click on Create roster. In step 1, add the name and description. In step 2, add plans. In step 3, add members who will serve these plans.

4. Click on Finish.

   ✅ Tip: Before creating a roster, you will need active members and published plans. Make sure to add them both in a roster so customers can see slots and book.

5. Click on the menu icon (three vertical dots) to:

   • Edit roster details
   • Add/remove members and plans
   • Mark as active or inactive
   • Leave a roster