Changing a client’s attendance record

Depending on your business’ attendance policy or the custom business policies that apply to the specific service, a client will be marked automatically on the attendance list as having attended (i.e., checked-in) or not showing up (i.e., no-show). You can manually mark clients as checked-in or no-show to properly reflect their attendance.

Additionally, you can change a client’s attendance record from their attendance history. You can remove a Class or Event visit from the attendance list or remove a Class, Event, or Appointment visit from the client’s attendance history.

Note If a client’s status is Pending, the visit will be marked as Upcoming in the pass or membership that the client used to pay for the service. If the client’s status is still Pending after the service has occurred, the visit will be considered used and subtracted from the total visits available on the client’s pass or membership.

In this article:

To change a client’s attendance record from the attendance list:

  1. Click the App Drawer button .
  2. In the App Drawer, click Schedule.
  3. Click the Class or Event for which you want to view the attendance list. You may have to adjust the schedule’s filters and date range to find the Class or Event.
  4. Click Attendance list.
  5. Select the checkbox next to each client whose status you want to change. The Select Status list will appear above the attendance list.
  6. In the Select Status list, select a status to apply to the selected clients. Your choices are:
    • Checked-In – The client has attended the session.
    • No-show – The client missed the session without cancelling.
    • Early Cancel – The client canceled before your cancellation deadline and will be removed from the attendance list.
    • Late Cancel – The client canceled after your cancellation deadline.
    • Pending – The client’s status is pending.

To change a client’s attendance record from their attendance history:

  1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the side menu, click Attendance.
  4. On the Attendance menu, click Attendance History.
  5. Find the service for which you want to change the client’s attendance record, and in the STATUS column click the current status of the service to open the Status menu.
  6. Select a status to apply to the client. Your choices are:
    • Attended – The client attended the session.
    • Late Cancel – The client canceled after your cancellation deadline.
    • No Show – The client missed the session without cancelling.
    • Pending – The client’s status is pending.
    • Remove Visit – Remove the client from the attendance list.
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