QuickKicks

Issue a refund or account credit

Jul 5, 2026

Give money back to the card, or add store credit the family can spend later.

refundcreditstore creditaccount balance

Build an automated journey

Jul 5, 2026

Set up a multi-step sequence that welcomes, nurtures, or wins back families on its own.

journeysautomationnurturesequence

Track progress skill by skill

Jul 5, 2026

Layer a detailed skill checklist on top of belts for granular progression.

skillsprogressiontracksassessment

Start a membership on autopay

Jul 5, 2026

Enroll a student in a program and charge tuition to a saved card automatically.

membershipautopaytuitionsubscription

Finish setting up your school

Jul 5, 2026

Work through the 7-step checklist so families can sign up and pay.

setuponboardinggetting started

Find at-risk and past-due members

Jul 5, 2026

Spot the members about to lapse so you can reach out before they leave.

at riskpast duechurnretention

Read your revenue and retention

Jul 5, 2026

See what you collected, what is outstanding, and how members are trending.

reportsrevenueretentionanalytics

Run tournament day on the judge tablet

Jul 5, 2026

Score every ring live, with one-tap undo, even when the venue wifi is flaky.

tournamentsjudgerun dayscoring

Create a tournament and build brackets

Jul 5, 2026

Set up an event, divisions, and brackets ready for competition day.

tournamentsbracketsdivisionsevents

Publish your marketing website

Jul 5, 2026

Turn on a public site that fills itself in from your schedule and programs.

websitemarketing sitepublicseo

Design and send an email

Jul 5, 2026

Build a branded email with the drag-and-drop editor and reusable templates.

emailcommunicationstemplatesmarketing

Send an announcement

Jul 5, 2026

Broadcast to every family at once for closures, events, and reminders.

announcementsbroadcastnotify

Run a belt test and promote students

Jul 5, 2026

Record a test and move students up — one at a time or the whole group at once.

promotionbelt testgradingrank

Build your belt ladder and curriculum

Jul 5, 2026

Set up ranks and requirements so eligibility and promotions work automatically.

beltsrankscurriculumladder

Freeze or cancel a membership

Jul 5, 2026

Put tuition on hold with an auto-resume, or end it cleanly with a reason.

freezecancelholdchurn

Work a failed payment

Jul 5, 2026

Recover a declined card from the dunning queue instead of chasing it by hand.

dunningfailed paymentdeclinedpast due

Record a cash or check payment

Jul 5, 2026

Keep offline-paying families on the books alongside your autopay members.

cashcheckmanualofflineinvoice

Reward attendance with medals

Jul 5, 2026

Auto-award bronze, silver, and gold for consistent attendance and email the parents.

medalsawardsattendancerewards

Set up the check-in kiosk

Jul 5, 2026

Turn a tablet into a self-serve sign-in station that works even offline.

kiosktabletcheck-inipad

Take attendance

Jul 5, 2026

Check students into class from the console or a kiosk.

attendancecheck-inroster

Build your weekly class schedule

Jul 5, 2026

Set up recurring classes so students can be enrolled and checked in.

scheduleclassestimetable

Approve a sign-up application

Jul 5, 2026

Review and accept families who applied online when your gate is set to review.

applicationsenrollmentsignupreview

Track a lead and convert it to a trial

Jul 5, 2026

Move a prospect from first inquiry through a trial to enrolled without losing them.

leadstrialssalespipeline

Add a student and link a guardian

Jul 5, 2026

Create a student record and connect it to the parent who pays and gets notified.

studentsguardiansfamilies

Invite staff and set their access

Jul 5, 2026

Add instructors and front-desk users with exactly the access they need.

staffpermissionsrolesinstructors

Connect Stripe and take your first payment

Jul 5, 2026

Link your Stripe account so tuition and fees deposit straight to your bank.

stripepaymentspayoutssetup

Bring your students and families over

Jul 5, 2026

Import from Kicksite, Zen Planner, or a spreadsheet with a preview before anything saves.

importmigrationcsvswitch

Migrating from Kicksite

Jun 4, 2026

How to bring your roster, ranks, and active memberships from Kicksite into Rosterra without losing the family history that matters.

getting-started

How to choose CRM software for your school

Jun 4, 2026

A buyer's guide for schools evaluating software: what to test, what to ignore, and what to spend time on.

getting-started

For parents: a tour of your dashboard

Jun 4, 2026

A walkthrough of what each section of the parent dashboard shows you, and how to use it.

portal

Rosterra vs MyStudio

Jun 4, 2026

A side-by-side comparison: what each platform does well, where they differ, and who each is for.

getting-started

Rosterra vs Kicksite

Jun 4, 2026

A side-by-side comparison: what each platform does well, where they differ, and who each is for.

getting-started

For parents: how to update your card on file

Jun 4, 2026

Step by step for parents who need to change the credit card their school charges for tuition.

portalbilling

Login troubleshooting for families

Jun 4, 2026

Why a parent might not be able to sign in, and how to walk them through the most common fixes.

portal

Switching everyone to billing on the same day of the month

Jun 4, 2026

How to move all your families from "charge on enrollment day" to "charge on the 1st" without surprising anyone.

billing

Setting class age and rank requirements

Jun 4, 2026

How to restrict a class to certain ages or ranks so the right students show up.

classes

Running a summer camp or day camp

Jun 4, 2026

How to set up a multi-day camp, take registrations with payment plans, and run check-in on camp day.

events

Setting up Square terminals for in-person payments

Jun 4, 2026

How to connect a Square terminal for tap-to-pay at the front desk, and when to use it instead of Stripe.

billingintegrations

Sharing documents with families

Jun 4, 2026

How to upload a document for families to read on the parent portal or mobile app.

portal

Inviting staff and choosing roles

Jun 4, 2026

How to invite your team, what each role can do, and how to give one instructor extra permissions.

staffgetting-started

Sample policy templates for your school

Jun 4, 2026

Tuition, makeup, refund, attendance, and conduct policy samples you can adapt for your school.

settingsgetting-started

What to do if Stripe holds your account

Jun 4, 2026

Why Stripe might pause your payouts, what to send them, and how to get back to normal as fast as possible.

billingintegrations

Handling a chargeback as a school owner

Jun 4, 2026

What to do in the first 24 hours, what evidence to gather, and how to respond to maximize your chances of winning.

billing

Scaling from 50 to 200 members

Jun 4, 2026

What to do, what to stop doing, and what to expect as you grow your school past the comfortable solo-instructor phase.

getting-startedreports

When to hire your first instructor

Jun 4, 2026

How to know when you are ready, what to look for, what to pay, and how to onboard them.

staffgetting-started

The math of running a profitable school

Jun 4, 2026

A simple breakdown of unit economics: what each member costs you, what they pay, and how to set up your school to make money.

reports

For parents: messaging your school

Jun 4, 2026

How to send a question or note to your school, and what to expect for response times.

portalcommunications

For parents: downloading a certificate

Jun 4, 2026

How to find, download, and share certificates your child earns at school.

portalprogression

For parents: signing up for an event

Jun 4, 2026

How to register your child for a tournament, seminar, party, or special event from your parent portal.

portalevents

For parents: using a gift card

Jun 4, 2026

How to redeem a gift card you received, apply it to tuition or other purchases, and check the remaining balance.

portalbilling

Your first month with Rosterra: a week-by-week plan

Jun 4, 2026

A 4-week plan to launch Rosterra cleanly: from sign-up to having your school fully running on it.

getting-started

Why progression tracking matters for retention

Jun 4, 2026

The link between visible progress and how long students stay. Data, anecdotes, and what to do about it.

progressionreports

Handling a difficult conversation with a family

Jun 4, 2026

How to talk to a family about overdue tuition, a behavior issue, or a complaint without damaging the relationship.

staff

For instructors: running a trial class for a prospect

Jun 4, 2026

What to do before, during, and after a trial class to convert a prospect into a member.

leadsstaff

For parents: adding a sibling to your family

Jun 4, 2026

How to enroll a second child without setting up a new account.

portalstudents

For parents: first time signing in

Jun 4, 2026

A walkthrough for parents who just enrolled and need to set up their parent portal account.

portal

How to think about student progression

Jun 4, 2026

Strategy advice for setting up your rank ladder, deciding promotion criteria, and creating a feeling of progress at every level.

progressiongetting-started

Rosterra vs Zen Planner

Jun 4, 2026

A side-by-side comparison: what each platform does well, where they differ, and who each is for.

getting-started

Annual planning checklist for your school

Jun 4, 2026

A once-a-year walkthrough of everything to revisit: pricing, policies, schedule, branding, and what to plan ahead.

settingsgetting-started

Handling holiday and weather closures

Jun 4, 2026

How to announce a closure, automatically cancel affected classes, and credit families for the missed days.

classescommunications

Running a quarterly belt test cycle

Jun 4, 2026

A walkthrough of a 3-month cycle: who tests, when to schedule, what families pay, and how to handle test day.

progressionevents

For instructors: filing a promotion recommendation

Jun 4, 2026

How to recommend a student for promotion, what the head instructor sees, and how to follow up.

progressionstaff

For instructors: taking attendance on your tablet

Jun 4, 2026

A quick guide for instructors to mark attendance during or right after class, including notes and make-up credits.

attendancestaff

For parents: how to schedule a make-up class

Jun 4, 2026

How to use a make-up credit when your child misses a class.

portalattendance

For parents: how to cancel a membership

Jun 4, 2026

How to cancel your child's membership cleanly: what to expect, refunds, and when the cancellation takes effect.

portalbilling

Mobile-first signup tips

Jun 4, 2026

Most prospects find your school on their phone. Here is what to confirm about your public signup flow on mobile.

leadsgetting-started

Connecting Rosterra to your accounting software

Jun 4, 2026

How to get your Rosterra data into QuickBooks, Xero, or Wave so your books always match what your school actually earned.

integrationsbilling

Launching your white-label mobile app

Jun 4, 2026

What you need to provide, what Rosterra does, and the timeline for getting your school its own app in the App Store and Google Play.

mobile-app

Exporting your data out of Rosterra

Jun 4, 2026

How to get a complete export of every record (students, families, attendance, payments) in case you ever switch or need a backup.

settings

Setting up two-factor authentication

Jun 4, 2026

How to turn on 2FA for your staff accounts and what to do when someone loses their phone.

staffsettings

Tracking instructor pay

Jun 4, 2026

How to set instructor pay rates, track classes taught, and generate a payroll report.

staffreports

Migrating from Zen Planner

Jun 4, 2026

Step-by-step guide to moving from Zen Planner to Rosterra: what to export, when to cut over, and what to do with payment history.

getting-started

Setting up recurring events

Jun 4, 2026

When to use a recurring event versus a regular class, and how to set one up.

eventsclasses

Setting up trial classes

Jun 4, 2026

How free or low-cost trial classes work, how leads find them, and how to convert trials to enrollments.

leadsgetting-started

What notifications families control

Jun 4, 2026

A tour of the notification settings families see in the portal: which can be turned off, which are required.

portalcommunications

Sharing your class schedule to Google Calendar

Jun 4, 2026

How to publish a public calendar feed of your classes so families can subscribe in their own calendar app.

integrations

Setting up late fees and grace periods

Jun 4, 2026

How to add a late fee on overdue tuition, set a grace period, and waive a fee for specific families.

billing

When Stripe pays out and how to read your statements

Jun 4, 2026

How payout timing works in Stripe, what your statements look like, and how to reconcile against Rosterra.

billingintegrations

Automation recipes that work

Jun 4, 2026

Specific journey templates you can copy: trial reminders, lapsed family wake-ups, birthday emails, and more.

communications

Setting up and running a rank test

Jun 4, 2026

How to schedule a rank test, register candidates, run the test day, and record results.

progression

Running a referral program

Jun 4, 2026

How to set up referral codes, what families get when they refer a friend, and how to track it.

leadscommunications

Data privacy and family data basics

Jun 4, 2026

What data Rosterra stores, how to delete a family on request, and what to put in your privacy policy.

settings

Customizing your brand colors, logo, and look

Jun 4, 2026

Where to upload your logo, set your brand color, and make the portal and mobile app look like your school.

getting-started

Handling a Stripe payment dispute

Jun 4, 2026

What happens when a family disputes a tuition charge, what evidence you should submit, and how to keep your dispute rate low.

billing

Setting up the kiosk for self check-in

Jun 4, 2026

What hardware to buy, how to mount it, how to lock the tablet to the kiosk page, and how to handle a frozen kiosk.

attendancegetting-started

How make-up credits work

Jun 4, 2026

When a student misses a class, what counts as a make-up credit, and how families use one.

attendance

Setting up family discounts

Jun 4, 2026

How to give the second sibling a discount, the third a bigger one, and what happens when a sibling leaves.

billing

Selling pro shop items

Jun 4, 2026

How to set up a retail catalog (uniforms, gear, swag), price items, and sell at the desk or in the mobile app.

billing

Setting up multiple locations

Jun 4, 2026

How to add a second location, what data is shared across locations, and how staff scope works.

getting-startedstaff

Reading reports and analytics

Jun 4, 2026

What each report on the reports page tells you, and which ones to check weekly versus monthly.

reports

Sending email broadcasts and SMS to families

Jun 4, 2026

How to send a one-off email or SMS to a segment of your school, and what to send vs. what to put in a journey.

communications

Building automated journeys for families and leads

Jun 4, 2026

How to set up automated email and SMS sequences for new leads, trial follow-up, and lapsed families.

communications

Your tenant-branded mobile app

Jun 4, 2026

What the mobile app does for families, how families install it, and what branding controls you have.

mobile-app

Running a tournament with Rosterra

Jun 4, 2026

How to set up a tournament with divisions, accept online registration, and run the day with brackets.

eventstournaments

Selling and redeeming gift cards

Jun 4, 2026

How to sell gift cards, what families see, and how to apply one to tuition or a one-off purchase.

billing

Running a paid event with registration

Jun 4, 2026

How to set up a one-off event (seminar, test, demo) that families can register for and pay online.

events

Booking birthday parties

Jun 4, 2026

How party bookings work, what families pay when, and how to manage the run-of-show on party day.

events

Capturing leads from a public signup form

Jun 4, 2026

Set up the public signup and enrollment pages so prospects can sign up themselves from your website.

leadsgetting-started

Sending and tracking digital waivers

Jun 4, 2026

How to send a waiver for e-signing, track who has and has not signed, and update a waiver after a legal change.

waivers

Promoting a student to the next rank

Jun 4, 2026

The promotion workflow: instructor recommendation, head-instructor approval, and the ceremony.

progression
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