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Issue a refund or account credit
Jul 5, 2026Give money back to the card, or add store credit the family can spend later.
Build an automated journey
Jul 5, 2026Set up a multi-step sequence that welcomes, nurtures, or wins back families on its own.
Track progress skill by skill
Jul 5, 2026Layer a detailed skill checklist on top of belts for granular progression.
Start a membership on autopay
Jul 5, 2026Enroll a student in a program and charge tuition to a saved card automatically.
Finish setting up your school
Jul 5, 2026Work through the 7-step checklist so families can sign up and pay.
Find at-risk and past-due members
Jul 5, 2026Spot the members about to lapse so you can reach out before they leave.
Read your revenue and retention
Jul 5, 2026See what you collected, what is outstanding, and how members are trending.
Run tournament day on the judge tablet
Jul 5, 2026Score every ring live, with one-tap undo, even when the venue wifi is flaky.
Create a tournament and build brackets
Jul 5, 2026Set up an event, divisions, and brackets ready for competition day.
Publish your marketing website
Jul 5, 2026Turn on a public site that fills itself in from your schedule and programs.
Design and send an email
Jul 5, 2026Build a branded email with the drag-and-drop editor and reusable templates.
Send an announcement
Jul 5, 2026Broadcast to every family at once for closures, events, and reminders.
Run a belt test and promote students
Jul 5, 2026Record a test and move students up — one at a time or the whole group at once.
Build your belt ladder and curriculum
Jul 5, 2026Set up ranks and requirements so eligibility and promotions work automatically.
Freeze or cancel a membership
Jul 5, 2026Put tuition on hold with an auto-resume, or end it cleanly with a reason.
Work a failed payment
Jul 5, 2026Recover a declined card from the dunning queue instead of chasing it by hand.
Record a cash or check payment
Jul 5, 2026Keep offline-paying families on the books alongside your autopay members.
Reward attendance with medals
Jul 5, 2026Auto-award bronze, silver, and gold for consistent attendance and email the parents.
Set up the check-in kiosk
Jul 5, 2026Turn a tablet into a self-serve sign-in station that works even offline.
Take attendance
Jul 5, 2026Check students into class from the console or a kiosk.
Build your weekly class schedule
Jul 5, 2026Set up recurring classes so students can be enrolled and checked in.
Approve a sign-up application
Jul 5, 2026Review and accept families who applied online when your gate is set to review.
Track a lead and convert it to a trial
Jul 5, 2026Move a prospect from first inquiry through a trial to enrolled without losing them.
Add a student and link a guardian
Jul 5, 2026Create a student record and connect it to the parent who pays and gets notified.
Invite staff and set their access
Jul 5, 2026Add instructors and front-desk users with exactly the access they need.
Connect Stripe and take your first payment
Jul 5, 2026Link your Stripe account so tuition and fees deposit straight to your bank.
Bring your students and families over
Jul 5, 2026Import from Kicksite, Zen Planner, or a spreadsheet with a preview before anything saves.
Migrating from Kicksite
Jun 4, 2026How to bring your roster, ranks, and active memberships from Kicksite into Rosterra without losing the family history that matters.
How to choose CRM software for your school
Jun 4, 2026A buyer's guide for schools evaluating software: what to test, what to ignore, and what to spend time on.
For parents: a tour of your dashboard
Jun 4, 2026A walkthrough of what each section of the parent dashboard shows you, and how to use it.
Rosterra vs MyStudio
Jun 4, 2026A side-by-side comparison: what each platform does well, where they differ, and who each is for.
Rosterra vs Kicksite
Jun 4, 2026A side-by-side comparison: what each platform does well, where they differ, and who each is for.
For parents: how to update your card on file
Jun 4, 2026Step by step for parents who need to change the credit card their school charges for tuition.
Login troubleshooting for families
Jun 4, 2026Why a parent might not be able to sign in, and how to walk them through the most common fixes.
Switching everyone to billing on the same day of the month
Jun 4, 2026How to move all your families from "charge on enrollment day" to "charge on the 1st" without surprising anyone.
Setting class age and rank requirements
Jun 4, 2026How to restrict a class to certain ages or ranks so the right students show up.
Running a summer camp or day camp
Jun 4, 2026How to set up a multi-day camp, take registrations with payment plans, and run check-in on camp day.
Setting up Square terminals for in-person payments
Jun 4, 2026How to connect a Square terminal for tap-to-pay at the front desk, and when to use it instead of Stripe.
Sharing documents with families
Jun 4, 2026How to upload a document for families to read on the parent portal or mobile app.
Inviting staff and choosing roles
Jun 4, 2026How to invite your team, what each role can do, and how to give one instructor extra permissions.
Sample policy templates for your school
Jun 4, 2026Tuition, makeup, refund, attendance, and conduct policy samples you can adapt for your school.
What to do if Stripe holds your account
Jun 4, 2026Why Stripe might pause your payouts, what to send them, and how to get back to normal as fast as possible.
Handling a chargeback as a school owner
Jun 4, 2026What to do in the first 24 hours, what evidence to gather, and how to respond to maximize your chances of winning.
Scaling from 50 to 200 members
Jun 4, 2026What to do, what to stop doing, and what to expect as you grow your school past the comfortable solo-instructor phase.
When to hire your first instructor
Jun 4, 2026How to know when you are ready, what to look for, what to pay, and how to onboard them.
The math of running a profitable school
Jun 4, 2026A simple breakdown of unit economics: what each member costs you, what they pay, and how to set up your school to make money.
For parents: messaging your school
Jun 4, 2026How to send a question or note to your school, and what to expect for response times.
For parents: downloading a certificate
Jun 4, 2026How to find, download, and share certificates your child earns at school.
For parents: signing up for an event
Jun 4, 2026How to register your child for a tournament, seminar, party, or special event from your parent portal.
For parents: using a gift card
Jun 4, 2026How to redeem a gift card you received, apply it to tuition or other purchases, and check the remaining balance.
Your first month with Rosterra: a week-by-week plan
Jun 4, 2026A 4-week plan to launch Rosterra cleanly: from sign-up to having your school fully running on it.
Why progression tracking matters for retention
Jun 4, 2026The link between visible progress and how long students stay. Data, anecdotes, and what to do about it.
Handling a difficult conversation with a family
Jun 4, 2026How to talk to a family about overdue tuition, a behavior issue, or a complaint without damaging the relationship.
For instructors: running a trial class for a prospect
Jun 4, 2026What to do before, during, and after a trial class to convert a prospect into a member.
For parents: adding a sibling to your family
Jun 4, 2026How to enroll a second child without setting up a new account.
For parents: first time signing in
Jun 4, 2026A walkthrough for parents who just enrolled and need to set up their parent portal account.
How to think about student progression
Jun 4, 2026Strategy advice for setting up your rank ladder, deciding promotion criteria, and creating a feeling of progress at every level.
Rosterra vs Zen Planner
Jun 4, 2026A side-by-side comparison: what each platform does well, where they differ, and who each is for.
Annual planning checklist for your school
Jun 4, 2026A once-a-year walkthrough of everything to revisit: pricing, policies, schedule, branding, and what to plan ahead.
Handling holiday and weather closures
Jun 4, 2026How to announce a closure, automatically cancel affected classes, and credit families for the missed days.
Running a quarterly belt test cycle
Jun 4, 2026A walkthrough of a 3-month cycle: who tests, when to schedule, what families pay, and how to handle test day.
For instructors: filing a promotion recommendation
Jun 4, 2026How to recommend a student for promotion, what the head instructor sees, and how to follow up.
For instructors: taking attendance on your tablet
Jun 4, 2026A quick guide for instructors to mark attendance during or right after class, including notes and make-up credits.
For parents: how to schedule a make-up class
Jun 4, 2026How to use a make-up credit when your child misses a class.
For parents: how to cancel a membership
Jun 4, 2026How to cancel your child's membership cleanly: what to expect, refunds, and when the cancellation takes effect.
Mobile-first signup tips
Jun 4, 2026Most prospects find your school on their phone. Here is what to confirm about your public signup flow on mobile.
Connecting Rosterra to your accounting software
Jun 4, 2026How to get your Rosterra data into QuickBooks, Xero, or Wave so your books always match what your school actually earned.
Launching your white-label mobile app
Jun 4, 2026What you need to provide, what Rosterra does, and the timeline for getting your school its own app in the App Store and Google Play.
Exporting your data out of Rosterra
Jun 4, 2026How to get a complete export of every record (students, families, attendance, payments) in case you ever switch or need a backup.
Setting up two-factor authentication
Jun 4, 2026How to turn on 2FA for your staff accounts and what to do when someone loses their phone.
Tracking instructor pay
Jun 4, 2026How to set instructor pay rates, track classes taught, and generate a payroll report.
Migrating from Zen Planner
Jun 4, 2026Step-by-step guide to moving from Zen Planner to Rosterra: what to export, when to cut over, and what to do with payment history.
Setting up recurring events
Jun 4, 2026When to use a recurring event versus a regular class, and how to set one up.
Setting up trial classes
Jun 4, 2026How free or low-cost trial classes work, how leads find them, and how to convert trials to enrollments.
What notifications families control
Jun 4, 2026A tour of the notification settings families see in the portal: which can be turned off, which are required.
Sharing your class schedule to Google Calendar
Jun 4, 2026How to publish a public calendar feed of your classes so families can subscribe in their own calendar app.
Setting up late fees and grace periods
Jun 4, 2026How to add a late fee on overdue tuition, set a grace period, and waive a fee for specific families.
When Stripe pays out and how to read your statements
Jun 4, 2026How payout timing works in Stripe, what your statements look like, and how to reconcile against Rosterra.
Automation recipes that work
Jun 4, 2026Specific journey templates you can copy: trial reminders, lapsed family wake-ups, birthday emails, and more.
Setting up and running a rank test
Jun 4, 2026How to schedule a rank test, register candidates, run the test day, and record results.
Running a referral program
Jun 4, 2026How to set up referral codes, what families get when they refer a friend, and how to track it.
Data privacy and family data basics
Jun 4, 2026What data Rosterra stores, how to delete a family on request, and what to put in your privacy policy.
Customizing your brand colors, logo, and look
Jun 4, 2026Where to upload your logo, set your brand color, and make the portal and mobile app look like your school.
Handling a Stripe payment dispute
Jun 4, 2026What happens when a family disputes a tuition charge, what evidence you should submit, and how to keep your dispute rate low.
Setting up the kiosk for self check-in
Jun 4, 2026What hardware to buy, how to mount it, how to lock the tablet to the kiosk page, and how to handle a frozen kiosk.
How make-up credits work
Jun 4, 2026When a student misses a class, what counts as a make-up credit, and how families use one.
Setting up family discounts
Jun 4, 2026How to give the second sibling a discount, the third a bigger one, and what happens when a sibling leaves.
Selling pro shop items
Jun 4, 2026How to set up a retail catalog (uniforms, gear, swag), price items, and sell at the desk or in the mobile app.
Setting up multiple locations
Jun 4, 2026How to add a second location, what data is shared across locations, and how staff scope works.
Reading reports and analytics
Jun 4, 2026What each report on the reports page tells you, and which ones to check weekly versus monthly.
Sending email broadcasts and SMS to families
Jun 4, 2026How 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.
Building automated journeys for families and leads
Jun 4, 2026How to set up automated email and SMS sequences for new leads, trial follow-up, and lapsed families.
Your tenant-branded mobile app
Jun 4, 2026What the mobile app does for families, how families install it, and what branding controls you have.
Running a tournament with Rosterra
Jun 4, 2026How to set up a tournament with divisions, accept online registration, and run the day with brackets.
Selling and redeeming gift cards
Jun 4, 2026How to sell gift cards, what families see, and how to apply one to tuition or a one-off purchase.
Running a paid event with registration
Jun 4, 2026How to set up a one-off event (seminar, test, demo) that families can register for and pay online.
Booking birthday parties
Jun 4, 2026How party bookings work, what families pay when, and how to manage the run-of-show on party day.
Capturing leads from a public signup form
Jun 4, 2026Set up the public signup and enrollment pages so prospects can sign up themselves from your website.
Sending and tracking digital waivers
Jun 4, 2026How to send a waiver for e-signing, track who has and has not signed, and update a waiver after a legal change.
Promoting a student to the next rank
Jun 4, 2026The promotion workflow: instructor recommendation, head-instructor approval, and the ceremony.
