Promoting belts for multiple clients

You can promote belts for multiple clients from either the Belts Report or the attendance list for a class or event. This can help save time and effort when multiple clients are ready for a belt promotion.

To learn how to promote an individual client’s belt from their profile, see Adding, promoting, and removing a belt from a client’s profile.

NoteIf you have multiple categories for your belts and a client is ready to be promoted in more than one category, they will appear multiple times in the Belts Report.

NoteBy default, the Belts Report only shows clients who are ready for belt promotion. By using the drop-down menu at the top of the report, you can filter to view clients who are not ready for promotion or all clients.

In this article:

    Promoting belts for multiple clients from the Belts report:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
    4. On the Reports menu, click Clients.
    5. On the Clients menu, click Belts. The Belts Report is displayed.
    6. On the report, filter or search for the clients whose belt level you want to promote.
      • You can click a summary card at the top of the report to filter for clients who are currently at that belt level.
    7. Select the clients whose belt level you want to promote:
      • To select a specific client in the report, select the checkbox next to that row.
      • To select every row on the page of the report you are currently viewing, select the checkbox next to the column headings at the top of the report.
      • To select every row in the report, select the checkbox next to the column headings at the top of the report and then select the Select all records from all pages.
    1. Click Promote Belt.
    2. On the Promote Belt page, review the promotion information for each client. You can view which belt your client will be promoted to under the New Belt.
      • You can change the belt level for your client’s belt promotion by clicking the dropdown under the New Belt column for that client and selecting the appropriate belt level from the list.
    3. Click Promote.

    Promoting belts for multiple clients from an attendance list:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Schedule. You can filter the list by entering Schedule into the Search field.
    4. In the Schedule, find the class or event for which you want to view the attendance list, as follows:
      • If you are using Calendar View, click the class or event.
      • If you are using List View, in the Service column, click the name of the class or event.
    5. In the class or event window, click Attendance list. The attendance list is displayed.
    6. Select the clients whose belt level you want to promote:
      • To select a specific client in the attendance list, select the checkbox next to that row.
      • To select every row on the page of the attendance list you are currently viewing, select the checkbox next to the column headings at the top of the attendance list.
      • To select every row in the attendance list, select the checkbox next to the column headings at the top of the report and then select the Select all records from all pages.
    7. Click Promote Belt.
    8. On the Promote Belt page, review the belt promotion information for each client. You can view which belt your client will be promoted to under the New Belt.
      • You can change the belt category for your client’s belt promotion by clicking the dropdown under the Category column for that client and selecting the appropriate belt category from the list.
      • You can change the belt level for your client’s belt promotion by clicking the dropdown under the New Belt column for that client and selecting the appropriate belt level from the list.
    9. Click Promote.
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