Viewing an attendance list

You can view the attendance list of a Class or Event from the schedule.

The columns displayed in attendance lists are described below. In addition to these columns, you can view the client’s Age and Gender, and mark their attendance in the Status column.

Note Changes to the attendance list can take up to five minutes to appear in the preview of the service on the schedule.

In this article:

To view an attendance list:

  1. Click the App Drawer button .
  2. In the App Drawer, click Schedule.
  3. Click the Class or Event whose attendance list you want to view. You may have to adjust the schedule’s filters and date range to find the Class or Event.
  4. Click Attendance list.

Client Name

The Client Name column contains the client’s name, profile picture, client ID, phone number, and email address. You can click the client’s name to access their profile. This column also contains icons that give you additional information about the client. You can hover over any icon to learn what it represents. In addition to the icons listed below, each client will also have an icon indicating their client type. The appearance of these icons can be customized.

StatusIcon Description
First visitThis is the client’s first visit to your business.
Note This icon is not displayed for imported clients.
Account balance The client has a positive account balance. Their account balance will be listed next to this icon.
Account owingThe client has a negative account balance. The amount of money they owe your business will be listed next to this icon.
Client alertThe client has an alert on their profile. Hover your cursor over the icon to view the alert and determine whether any action is required.
Waiver not signedThe client has not signed your online waiver. Ensure the client signs the waiver before taking part in the service.
Contract not signedThe client has not signed the contract required for one of their Purchase Options. If the unsigned contract is for the Purchase Option they are using to pay for this Class or Event, ensure the client signs the contract before taking part in the service.
Unpaid visitsThe client has unpaid visits. The number on the icon represents the number of unpaid visits they have.

Remaining

If a client pays for a Class or Event using a session pass or membership, you can view how many visits are remaining on the session pass or membership in the Remaining column. If the client is using a membership, the remaining visits and the total number of visits will reflect the number of visits allowed per attendance restriction period. The attendance restriction period will be displayed below the remaining visits bar. For example if the membership allows clients to make 10 visits per month, This month will be displayed below the bar.

Note The number of remaining visits and the color of the bar will not be updated in the attendance list every time the client books another Class or Event. The information displayed in this column is based on the visits remaining at the time the Class or Event was booked.
StatusColorDescription
The session pass or membership is used for the first time.A blue horizontal bar with 1st visit written on it, and the number 10 displayed directly to the right of the bar.The client is using their session pass or membership for the first time. The bar is displayed in blue and the total number of visits on the session pass or membership is displayed to the right of the bar (e.g., 10).
More than two thirds of the total visits on the session pass or membership are remaining.A green bar with the number 8 on it and the number 10 to the right of it.The client has more than two thirds of the total number of visits on the session pass or membership remaining. The bar is displayed in green with the number of remaining visits displayed on the left side of the bar. The total number of visits on the session pass or membership is displayed to the right of the bar.
Between one third and two thirds of the total visits on the session pass or membership are remaining.A yellow bar with the number 6 on it and the number 10 to the right of it.The client has between one third and two thirds of the total visits on the session pass or membership remaining. The bar is displayed in yellow with the number of remaining visits displayed on the left side of the bar. The total number of visits on the session pass or membership is displayed to the right of the bar.
Less than one third of the visits on the session pass or membership are remaining.A red bar with the number 3 on it and the number 10 to the right of it.The client has less than one third of the total visits on the session pass or membership remaining. The bar is displayed in red with the number of remaining visits displayed on the left side of the bar. The total number of visits on the session pass or membership is displayed to the right of the bar.
The session pass or membership has unlimited visits.A purple horizontal bar with Unlimited written on it in white text.The session pass or membership used by the client has an unlimited number of visits.

Paid With

You can view how the client paid for the service in the Paid With column.

StatusIconDescription
Not paidA red bar with a dollar sign and Not paid written in white letters.The client has not yet paid for the service. If the Edit button A square button with a pencil image is displayed to the right of this icon, the client has an applicable Purchase Option that can be used to pay for the service. You can click the button to view the client’s applicable Purchase Options and select one to pay for the service. You can also click the Pay Now button A square button with an image of a blue shopping cart to the right of the Status column to sell the client a Purchase Option or charge a drop-in rate to pay for the service. For more information, see Reconciling an unpaid visit.
Paid using Purchase OptionA white bar with a green outline and [Purchase Option Name] written in green letters.The client has used a Purchase Option to pay for the service. You can click the Edit button A square button with a pencil image to pay for the service using a different Purchase Option or to mark the visit as Not Paid. Marking the visit as Not Paid will display the Pay Now button A square button with an image of a blue shopping cart and allow you to sell the client a different Purchase Option or charge a drop-in rate to pay for the service. If you use a different Purchase Option or a drop-in rate to pay for the service, the visit will be refunded to your original Purchase Option.
Paid using drop-in rateA white bar with a green border and Single Session written in green letters.The client had paid a drop-in rate to attend the service. You can click the Edit button A square button with a pencil image to pay for the service using a Purchase Option (if available) or to mark the visit as Not Paid. Marking the visit as Not Paid will display the Pay Now button A square button with an image of a blue shopping cart and allow you to sell the client a Purchase Option to pay for the service. If you use a Purchase Option to pay for the service, the drop-in rate paid by the customer must be manually refunded.

Booked By

You can view how the service was booked in the Booked By column. Hovering your cursor over the icons will display the exact date and time the booking was made.

Book TypeIconDescription
StaffA staff member booked the client into the service. The staff member’s name will be displayed to the right of the icon.
Reserve with GoogleThe client booked the class using Reserve with Google. The client’s name will be displayed to the right of the icon.
Achieve AppThe Achieve app symbolThe client booked the class using the Achieve Client App. The client’s name will be displayed to the right of the icon.
Elevate AppA staff member booked the client into the service using the Elevate Staff App. The staff member’s name will be displayed to the right of the icon.
Client OnlineA black and white globeThe client booked the class online using either the Client Web App or the Attendance Web App. The client’s name will be displayed to the right of the icon.
ClassPassClassPass iconThe client booked the class using ClassPass. The client’s name will be displayed to the right of the icon.

Status

You can set the status of a client on the attendance list to keep track of their attendance. The possible statuses are as follows:

StatusIconDescription
AttendSelect this option to mark that the client has attended the session.
Late CancelSelect this option if the client cancelled after the cancellation deadline.

NoteIf the client cancelled before your cancellation deadline, do not select this option. Instead, select Early Cancel. For more information, see Changing a client’s attendance record
No-showSelect this option if the client missed the session without cancelling.

NoteIf the client cancelled before your cancellation deadline, do not select this option. Instead, select Early Cancel. For more information, see Changing a client’s attendance record

More Options

From the far-right column of the attendance list you can access the More Options menu , which lists extra actions for each client:

  • FLAG CLIENT – Select this to prevent the client from booking any future classes at your location. You can leave a note about the client for your records.
  • SEND EMAIL – Select this to send an email to the client.
  • SEND SMS – Select this to send an SMS to the client.
  • REMOVE VISIT – Select this to remove the client from the attendance list. You can choose whether to notify the client via email or SMS.
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