Pin a Participant to a Roster

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When adding required Document Types to an activity, you have the option to set the Days in Advance of a session start date that the required file must be uploaded. If the user fails to meet the Days in Advance date, they will be removed from the session automatically and auto refunded.

Staff members can use the Pin Participant tool on the session roster so users will not be auto-removed even if they miss the cut-off date for uploading a document. This article will show you how to pin a participant to a roster.

Important Note:

Document Management is a paid feature. For more information, please contact Support or your Customer Success Manager.

Instructions

  1. Log in to Recreation Management

  2. Navigate to Activities, then to Activity List

    Navigation menu for Recreation, highlighting Activities and Activity List.

  3. Expand the Activity Activity list highlighting the plus icon to expand an activity.

  4. Click View on the desired session Table displaying Activities and Sessions with the view options highlighted in the Roster column.

  5. Select the Pin Participant icon next to the desired user Activity View Status list with the Pin Participant icon button highlighted.