Use Rosters on the App
Rosters can print customized information for specific customers. Rosters must first be set up in the portal, see How to Set Up Rosters.
Labels with roster fields can be printed individually or using prep lists on the app.
Using Prep Lists
1. Login to the app.
2. Tap Prep Lists.
3. Tap your preferred prep list.
4. Edit prep list as desired, see How to Use Prep Lists on the App.
5. Tap the Click to set button to select or change roster members.
6. Tap the Roster dropdown to select roster. Start typing to bring up available rosters.
7. Tap the Member dropdown to select Roster Member. Start typing member name to search.
8. Tap OK.
9. Tap the Print button (printer icon).
Printing Individual Labels
1. Tap a menu item to print.
2. Tap the printer profile dropdown and select profile with roster fields.
3. Tap the Click to set button in the Roster Member window.
4. Tap the Roster dropdown. Start typing to bring up available rosters.
5. Tap the Member dropdown and select the roster member. Start typing member name to search.
6. Tap OK.
7. Tap the Print button (printer icon) to print.
