Depending on your attendance tracking policy or the custom business policies that apply to a specific service, clients are automatically marked 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.
Key tips before you begin
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.
When 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.
Change a client’s attendance status from the schedule
Desktop – Staff Back Office
To change a client’s attendance status from the schedule in the Staff Back Office, complete the following:
Click the App Drawer button
then click View All > Schedule.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 .
Click Attendance list.
Select the checkbox next to each client whose status you want to change. The Select Status list will appear above the attendance list.
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.
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.
Click Confirm.
For more information, see Late cancel and no-show fees.
Mobile – Elevate Staff App
To change a client’s attendance status from the schedule in the Elevate Staff App, complete the following:
Tap the Schedule tab.
Tap the service session you want to change the client’s status for. You may need to adjust the schedule’s filters and date range to find the service.
Next to the client’s name, tap the Action button
.In the Client card, tap the client’s current status, then tap Checked-In, Early Cancel, Late Cancel, or No-Show.
Under Notifications, determine how you want to notify the client.
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. If you have the appropriate staff role permissions, you can decide 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, do not charge the fee — The client won’t be charged any amount.
For more information, see Late cancel and no-show fees.
Under Reason for Cancellation, enter the reason for cancellation.
Tap Update status, than in the confirmation popup, tap I’m sure.
Change a client’s attendance status from their upcoming schedule
To change a client’s attendance status from their upcoming schedule, complete the following:
Click the Search button
in the Top Nav Bar and enter the client’s information, then click their name in the list.On the client’s menu, click Attendance.
On the Attendance menu, click Upcoming Schedule. The list of upcoming services the client has booked is displayed.
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.
Click the Apply button
.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.
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.
Click Confirm.
For more information, see Late cancel and no-show fees.
Change a client’s attendance status from their attendance history
To change a client’s attendance status from their attendance history, complete the following:
Click the Search button
in the Top Nav Bar and enter the client’s information, then click their name in the list.In the list of clients displayed, click the client’s name.
On the side menu, click Attendance.
On the Attendance menu, click Attendance History.
Find the service for which you want to change the client’s attendance status.
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.
Click the Apply button
.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.
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.
Click Confirm.
For more information, see Late cancel and no-show fees.