Changing a client’s attendance status

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.

Note If a client’s status is Pending, the visit will be marked as Upcoming on the pass or membership that the client used to book 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. To view the visits on a client’s pass or membership, see Viewing a client’s Passes & Memberships page.

NoteWhen a staff member changes a client’s status to Late Cancel for a scheduled class, the client is sent the Class Canceled By Client – Late email notification.

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 View All.
    3. In the list, click Schedule. You can filter the list by entering Schedule into the Search field.
    4. Click the class or event for which you want to view the attendance list. You may have to browse the list or filter the list to find the .
    5. Click Attendance list.
    6. Select the checkbox next to each client whose status you want to change. The Select Status list will appear above the attendance list.
    7. 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.
          1. 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.
          2. Click Confirm.

    To change a client’s attendance status from their upcoming schedule:

    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 client’s menu, click Attendance.
    4. On the Attendance menu, click Upcoming Schedule. The list of upcoming services the client has booked is displayed.
    5. 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.
    6. 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.
        1. 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.
        2. Click Confirm.

    To change a client’s attendance status 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 status.
    6. 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.
    7. 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.
        1. 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.
        2. Click Confirm.

     

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