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The Virtual Attendance List
The Virtual Attendance List

Take attendance and keep track of who cancelled.

Samantha Postlethwaite avatar
Written by Samantha Postlethwaite
Updated over a week ago

You can take session and drop-in attendance online, view previous class dates and export the data (including cancellations) from the Activities>Attendance list subtab.

In this article:

1. How to take attendance online

  • Go to the Activities>Registration subtab.

  • Click the activity name to view the list of registered participants.

  • Click the Attendance list.

  • Click inside the circle to add a ✔️ or ❌. This can be changed at any time.


2. How to export and interpret the attendance list

Click Operations>Attendance list generation to export the list(s) into Excel.

  • You can add additional details such as extra questions, addresses, etc.

  • Attendance lists include both types of registrations (sessions and drop-ins).

  • You can 'indicate new clients' to identify clients whose first purchase with your organization is the class they're attending.

What do the symbols mean on the attendance list export?

When you export your attendance list, you'll notice the fields to take attendance may be blank or have a symbol. Here's what they mean:

(Blank)

Available

Attended

Can be toggled by an admin at any

time via virtual attendance

Did not attend

Can be toggled by an admin at any time via virtual attendance

Opted out

Client opted out for that particular date

(only for activities with Drop-ins)

How to see cancelled participants

A cancelled participant is someone who was initially registered to the activity but at one point, cancelled their enrollment.

Although you can't view cancelled participants directly on the virtual attendance list, you can include cancelled participants when exporting an activity's attendance list to Excel. Here's how:

  • In the Activities>Registration subtab, select an activity.

  • Click the Attendance list subtab.

  • Click Operations>Attendance list generation.

  • Under Options, add a check to include cancellations.

  • When you've finished customizing your selections, click Generate.

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