Viewing an attendance list

You can view the attendance list of a class or event from the schedule. From an attendance list, you can:

Client information is listed in the columns of the attendance list, which are described in the tables below. In addition to these columns, you can view the client’s Age and Gender, and mark their attendance in the Status column.

NoteChanges 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 Calendar button or the List button The list view button to select a schedule view.
    4. Find 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.
    5. Select the class or event.
      • If you are viewing the schedule in calendar view, click the class or event.
      • If you are viewing the schedule in list view, under Service, click the name of the class or event.
    6. Click View Attendance List.
    7. To view the attendance lists for different sessions or services at the same location, you can click the arrow buttons at the top of the page:
      • To view the previous session for the service you are currently viewing, click the Previous Session of the Same Type Previous Session of Same Type button button.
      • To view the previous class or event session on the schedule, click the Previous Session Previous Session button button.
      • To view the next class or event session on the schedule, click the Next Session Next Session button button.
      • To view the next session for the service you are currently viewing, click the Next Session of the Same Type Next Session of Same Type button button.

    To customize an attendance list:

    1. Click the App Drawer button .
    2. In the App Drawer, click Schedule.
    3. Find 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 the class or event.
    5. Click View Attendance List.
    6. Click the More button The more button displayed at the top of reports. The button is a square with three vertical blue dots and a blue border., then click Customize.
    7. Under Columns, select which columns will be displayed in the attendance list:
      • To add a column, click the column name in the Available box.
      • To remove a column, click the column name in the Selected box.
    8. Under Client Info, select which client details will be visible under the CLIENT NAME column in the attendance list:
      • To show the client’s email, set the Client Email option to ON.
      • To show the client’s member ID, set the Client Member ID option to ON.
      • To show the client phone number, set the Client Phone option to ON.
      • To show the client’s profile picture, set the Profile Picture option to ON.
    9. Click SAVE. Your selections will be saved and applied each time you view an 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.

    StatusIconDescription
    First visitThis is the client’s first visit to your business.
    NoteThis icon is not displayed for imported clients.
    Account balanceThe 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.

    NoteThe 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.

    Paid using Event PurchaseThe client has paid the total event price to attend the event. You can click the Edit button A square button with a pencil image to pay for the service using a purchase option instead (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 original event purchase must be manually refunded.

    Paid with ClassPassThe client has booked and paid for this class through ClassPass. You can click the Edit button 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 and allow you to sell the client a different purchase option or charge a drop-in rate to pay for the class.

    Paid with GympassThe client has booked and paid for this class through Gympass. Services that have been paid for using Gympass cannot be edited.

    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
    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.
    ClassPassClassPass iconThe client booked the class using ClassPass. The client’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.
    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.
    GympassThe client booked the class through Gympass.
    Reserve with GoogleThe client booked the class using Reserve with Google. The client’s name will be displayed to the right of the icon.
    StaffA staff member booked the client into the service. The staff member’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.
    Early cancelSelect this option if the client canceled before the cancellation deadline.
    NoteIf a late cancel penalty is set under business policies, selecting this option will not charge the client any cancellation fee.
    Late CancelSelect this option if the client canceled after the cancellation deadline.
    No-showSelect this option if the client missed the session without canceling.
    NoteIf the client canceled before your cancellation deadline, do not select this option. Instead, select Early Cancel. For more information, see Changing a client’s attendance record.

    Belts

    If your business uses belts to track a client’s progress, you can view information about a client’s current belt level and whether they are ready for promotion. You can also promote belts for multiple clients from the attendance list.

    The following table describes the columns on an attendance list that are used for belts.

    HeadingDescription
    Belt CategoryDisplays the client’s belt category. If you have created multiple categories of belts, you can select a different category from the list under this column.
    BeltDisplays the client’s current belt level based on the belt category selected.
    Ready For PromotionDisplays whether the client is ready for a belt promotion.

    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:

    • View Profile – Select this option to view the client’s profile.
    • Flag Client – Select this option 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 option to send an email to the client.
    • Send SMS – Select this option to send an SMS to the client.
    • Copy Zoom registration URL – Select this option to copy the Zoom registration URL for the virtual service. For more information see Copying a Zoom registration URL for a virtual service.
    • Cancel Visit – Select this option to remove the client from the attendance list. You can choose whether to notify the client via email or SMS.
      NoteVisits that are removed from the attendance list will not display in the client’s attendance history or be displayed as visits in corresponding Client reports.
    Was this article helpful?
    (151 out of 155 people found this article helpful)
    Cancel