Your roster provides you with all the information available for a trip. Clicking into a trip time slot takes you directly into your Roster view, where you'll see trip information including trip title, date and time, add-ons, guides, and trip capacity information. You’ll also find the names of all the reserved guests along with their contact information.
From within your event roster, you can take actions that affect all of the purchases within an event or actions that affect a specific purchase within the event.
What's covered in this article:
Roster
Event actions
These actions will be applied to all the reservations within an event. All actions can be found on the top of the roster and include:
- Sending a message to all reservations
- Adding notes
- Changing the arrival date/time of all reservations
- Canceling all reservations
- Email Roster
- Export Roster
- Print Roster
- Adjusting trip capacity
- Make a purchase
- Assigning guides
- Edit Equipment
Purchase actions
These actions will be applied to a specific reservation within an event. All actions can be found by clicking the grey three dots to the left of the guest's name and include:
- Sending a message
- Add purchase notes
- Resend Confirmation Email
- Changing the arrival date/time of the reservation
- Modifying the guest quantity
- Modifying add-ons
- Adding additional charges
- Refunding payment
- Switching experience
- Canceling the reservation
- Link Waiver
Sorting the Roster
Under the Guest section of the Roster, you can sort it by each column in ascending or descending order. Whether you are wanting to see all no-showed guests first, or balance due guests, you will be able to sort these columns. Simply click on the column title to sort it.
Roster Customization
Roster customization allows you to pick and choose which columns you see and in which order. Additionally, you can save these customized roster views and toggle between them.
- To Customize the Columns that are visible, click on the Customize button to the right.
- To adjust the order in which columns appear, click and hold the three lines next to the column title and drag the column to the desired spot by scrolling left or right.
- To save the roster customization, click on the button to the left of Customize > select 'Save as New View' > assign a name to the customized view > Save.
Tip: Click the star next to the Roster view name to set it as the default view
You have now customized your roster in your Xola account!