Roster Alerts
In This Article
Who can use this feature?
- Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
- User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ✅Limited Staff
Roster Alerts
At the top of any Class, Course, or Appointment roster, Pike13 displays a summary of "Open Issues" for the clients currently enrolled. These alerts help staff catch billing or profile issues before the service begins.
Common Roster Alerts
| Email bounced | Client's email address is incorrect. |
| Failed payment | Client's payment card failed (Pike13 runs a client's card 3 times total, once every 24 hours, and the notification remains until resolved. |
| Missing waiver | Client has not signed the waiver. |
| Payment due | Client has an unpaid bill. |
Reconcile Alerts on a Roster
You can fix these problems directly from the roster screen without leaving the page.
Option 1: Quick Resolve (The Icon) Tap the specific Alert Icon (e.g., the red credit card or the waiver symbol) under the client's name. This will often open a pop-up to immediately resolve the issue (like opening the waiver signing window).
Option 2: Detailed Options
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Click the More Options button (Three Dots or Gear icon) next to the client's name.
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Select the appropriate action:
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Charge for this visit (to fix Payment Due).
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Sign Waiver (to open the digital waiver).
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Edit Profile (to fix a bounced email address).
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