Depending on your attendance tracking policy or the custom business policies that apply to a specific service, a client will be marked automatically on the attendance list as either Checked-In, No-Show, or Pending. You can manually change a client’s attendance status to properly reflect their attendance.
Additionally, you can change a client’s attendance record from their attendance history and upcoming schedule. You can also remove a class or event visit from the attendance list for that session or remove a class, event, or appointment visit from the client’s attendance history.
You can also change a client’s attendance status for an appointment from the schedule. For more information, see Canceling an appointment booking and Appointments on the schedule.
In this article:
To change a client’s attendance record from the attendance list:
- Click the App Drawer button .
- In the App Drawer, click View All.
- In the list, click Schedule. You can filter the list by entering Schedule into the Search field.
- On the Schedule menu, click hidden.
- On the hidden menu, click hidden.
- Click the class or event for which you want to view the attendance list. You may have to browse the list
, use the Search option, or filter the list to find the . - Click Attendance list.
- Select the checkbox next to each client whose status you want to change. The Select Status list will appear above the attendance list.
- 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 canceling.
- 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.
- If you change a client’s attendance status to No-Show or Late Cancel, the client may be charged a fee based on your cancellation policies. But if you have the appropriate staff role permissions, you can decide whether to charge the client the fee.
- Choose whether to charge the client the fee. Your choices are:
- Yes, charge the fee – The client will be charged the amount set in your cancellation policies.
- No, don’t charge the fee – The client won’t be charged any amount.
- Click Confirm.
- For more information, see Late cancel and no-show fees.
- Choose whether to charge the client the fee. Your choices are:
- If you change a client’s attendance status to No-Show or Late Cancel, the client may be charged a fee based on your cancellation policies. But if you have the appropriate staff role permissions, you can decide whether to charge the client the fee.
To change a client’s attendance status from their upcoming schedule:
- 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.
- In the list of clients displayed, click the client’s name.
- On the client’s menu, click Attendance.
- On the Attendance menu, click Upcoming Schedule. The list of upcoming services the client has booked is displayed.
- Update the client’s attendance status for one or multiple services:
- To update the client’s attendance status for one service, under the Status column, click the Edit button then select a status. Your choices are:
- Attended – The client has attended the session.
- No-Show – The client missed the session without canceling.
- 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 update a client’s attendance status for every service to Early Cancel, click Early Cancel All.
- To update a client’s attendance status for specific services to Early Cancel, select the checkbox next to the services you want and then click Early Cancel Selected.
- To update the client’s attendance status for one service, under the Status column, click the Edit button then select a status. Your choices are:
- Click Apply .
- If you change a client’s attendance status to No-Show or Late Cancel, the client may be charged a fee based on your cancellation policies. But if you have the appropriate staff role permissions, you can decide whether to charge the client the fee.
- Choose whether to charge the client the fee. Your choices are:
- Yes, charge the fee – The client will be charged the amount set in your cancellation policies.
- No, don’t charge the fee – The client won’t be charged any amount.
- Click Confirm.
- For more information, see Late cancel and no-show fees.
- Choose whether to charge the client the fee. Your choices are:
- If you change a client’s attendance status to No-Show or Late Cancel, the client may be charged a fee based on your cancellation policies. But if you have the appropriate staff role permissions, you can decide whether to charge the client the fee.
To change a client’s attendance status from their attendance history:
- 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.
- In the list of clients displayed, click the client’s name.
- On the side menu, click Attendance.
- On the Attendance menu, click Attendance History.
- Find the service for which you want to change the client’s attendance status.
- Under the Status column, click the Edit button then select a status. 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.
- Click Apply .
- If you change a client’s attendance status to No-Show or Late Cancel, the client may be charged a fee based on your cancellation policies. But if you have the appropriate staff role permissions, you can decide whether to charge the client the fee.
- Choose whether to charge the client the fee. Your choices are:
- Yes, charge the fee – The client will be charged the amount set in your cancellation policies.
- No, don’t charge the fee – The client won’t be charged any amount.
- Click Confirm.
- For more information, see Late cancel and no-show fees.
- Choose whether to charge the client the fee. Your choices are:
- If you change a client’s attendance status to No-Show or Late Cancel, the client may be charged a fee based on your cancellation policies. But if you have the appropriate staff role permissions, you can decide whether to charge the client the fee.