Using attendance lists
The attendance list displays the details for all clients booked into a class or event. It includes essential information that you can view or update, such as a client's check-in status and payment details. From this list, you can easily book clients into the session, access each client’s profile, view the wait list, and contact attendees via email, SMS, or push notification.
Access your attendance list
You can access the attendance list right from the schedule.
Go to the App Drawer
> View All > Schedule.Select the name of the class or event.
Click View Attendance List.
Attendance list session options
The attendance list offers you quick access to actions associated with the session.
Click the name of booked assets like rooms or equipment displayed above the attendance list to view the asset layout.
Use < Prev Class or Next Class > to switch between any scheduled sessions.
Use the Previous
or Next of Same Type 
buttons to switch between sessions for the same service or event that occur within a 9-day range.Click the Action button
to substitute instructor, print, export to CSV, copy direct booking URL, customize your attendance list, or cancel the session.
For multi-session events, click View enrolment list to see a summary of client attendance across all scheduled sessions.
Customize your attendance list
You can customize the attendance list by choosing which client details to display. Add, remove, or reorder columns to tailor the list to your business requirements.
To customize the view settings from your attendance list:
Click the Action button > Customize.
Update or reorder your Selected columns.
Customize the client details displayed in the attendance list by setting the Email address, Client ID, or Phone number toggles to ON.
Set the Profile picture toggle to ON to display the client’s photo.
Click Save.
When viewing the attendance list, use the Sort by drop-down menu on the left to change the order the list is shown.
Client details in the attendance list
The attendance list helps you to track attendance, manage payments, monitor client progress, and [client icons] to help you easily identify key information. Hover over the icons in the attendance list for full tooltips and linked actions.
The Client Name column displays details like the client’s name, profile picture, ID, phone number, and email address, and you can click the name to view the profile.
Here’s an overview of the available options and what each column represents.
Header | Icon & Description |
# |
|
Status | Tracks client attendance status such as:
Click the appropriate icon to update the status of each client. |
Remaining | Indicates how many visits the client has remaining. Displays |
Paid With | Displays the payment status or method of payment for the session such as:
Click the pencil If a client’s Purchase Option is nearing expiry, |
Booked By | Displays the name of the person who booked the service along with an icon indicating where the booking was made, such as:
Hover over icons to display the date and time of the booking. |
Assets | Displays the name of the client’s booked assets for this session. |
Forms | Displays the name of forms associated with the service and a status indicator such as:
|
Payment Options | You can initiate a purchase from the attendance list by selecting:
|
Notes | Click to View |
Action Menu | The action button
|
Belt Details | Businesses using belts to track client progress can view information about a client’s current belt level and whether they’re ready for promotion. Customize your attendance list to include headings with belt details such as:
Select a different belt category from the dropdown to display belt details from another category. You can also promote multiple clients to their next belt level from the attendance list. |
The client was promoted from the wait list to the attendance list.
Booked
Pending
Checked-in
Early cancel
Late cancel
No-show
when the client is using their last visit left on a session pass or membership.
will be displayed. To view the expiry date, simply hover over the icon.
Elevate Staff App
Widget
Achieve Client App
Client Portal
Explorer
ClassPass
Wellhub
Reserve with Google
QUICK Buy to sell specific products linked to the service directly from the attendance list in just a few clicks.
Pay Now to open the shopping cart and complete the standard checkout process.