Adding students to a class (walk-ins)
Add a walk-in or phone booking to a class roster in three steps: find or create the student, answer the questions, then charge a card, mark it paid or waive it.
Updated · JoinCPR help center
Use Add Student on the class page to register someone yourself: walk-ins, phone bookings, or anyone who did not use the portal. Admins and staff only.
Step 1: pick the person
- Search by name or email finds existing students. Students already on this roster are excluded. Click a result to continue.
- Create new student asks for First name, Last name, Email (required) and Phone. If the email already belongs to a student, that record is used instead of creating a duplicate. No welcome email is sent.
For a private client class the heading reads Add Employee: you search the client's active employees by name or employee ID instead. Employees without an email get a hidden placeholder address and will not receive any emails.
Step 2: registration details
- Status: Confirmed (default) or Pending.
- Waive payment (only when the class has a price): "Skip payment — mark as manually paid." Use this for comped seats.
- Registration Questions: the course's active questions appear here, with required ones enforced. See Registration questions.
Then either Add to Roster (free class or waived payment) or Continue to Payment.
If the class is full you see a warning but the student is still added. Staff can overbook.
Step 3: payment
With Stripe or Square connected you choose:
| Option | Result |
|---|---|
| Charge credit card now | A card form appears. Charge $X takes the payment on your connected account, marks the registration Paid, issues a receipt (with card brand and last four digits) and sends the confirmation email with the receipt PDF attached. |
| Mark as manually paid | For cash, check or other offline payment. The registration is created at full price and marked paid, a receipt is issued with method "Cash", and the confirmation email goes out with the PDF. |
| Send payment link | Not available yet. |
Without a processor you see "No payment processor connected" and a single Add to Roster (Mark as Paid) button, which behaves like "Mark as manually paid".
What is not available here
- Promo codes and add-ons cannot be applied. They are only offered in the student checkout. If needed, send the student the registration link instead.
- Agreements are not collected. If you need the signed waiver, have the student register through the portal.
- Keycodes are not assigned automatically for staff-added registrations. Send them from Keycode Banks afterwards.
Emails sent
- Registration Confirmation to the student (with receipt PDF when there was a payment), unless the type is disabled under Notifications or the student has a placeholder email.
Alternative: from the student profile
The student profile has an Add to Class button. It creates a Confirmed, Unpaid registration silently: no email, no receipt, no capacity check and no questions. Use the roster flow whenever payment or a confirmation matters. See Student profile.