You can view the attendance list of a class or event from the schedule. You can also view the enrollment list for events, which provides a high-level overview of client attendance for each scheduled session of an event instance.

From an attendance list, you can:

Contact clients who are booked into the service.
Book clients into the class or event.
Navigate to the enrollment list for the event instance.
View or change information about clients who are booked into the service.
Promote belts for multiple clients.

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.

Note: Changes to the attendance list can take up to five minutes to appear in the preview of the service on the schedule.

View an attendance list

To view an attendance list, follow these steps:

Click the App Drawer button then click View All > Schedule.
Click the Calendar button or the List button to select a schedule view.
Select the class or event whose attendance list you want to view.
- You can adjust the schedule’s filters and date range to easily find the class or event.
- If you're viewing the schedule in calendar view, click the class or event.
- If you're viewing the schedule in list view, under Service, click the name of the class or event.
Click View Attendance List.

Navigate sessions

To view the attendance lists for different sessions or services at the same location, follow these steps:

Click the Previous Session of the Same Type button to view the previous session for the service you are currently viewing.
- If the date range between sessions of the same type is more than nine days, clicking this button will go to the attendance list of the nearest scheduled service instead, regardless of its type.
Click the Previous Session button to view the previous class or event session on the schedule.
Click the Next Session button to view the next class or event session on the schedule.
Click the Next Session of the Same Type button to view the next session for the service you are currently viewing.
- If the date range between sessions of the same type is more than nine days, clicking this button will go to the attendance list of the nearest scheduled service instead, regardless of its type.
To sort the attendance list, click the Sort by drop-down menu on the left.

Customize an attendance list

To customize an attendance list when viewing it, follow these steps

Click the More button then click Customize.
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.
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 Email address option to ON.
- To show the client’s member ID, set the Client ID option to ON.
- To show the client’s phone number, set the Phone number option to ON.
- To show the client’s profile picture, set the Profile picture option to ON.
Click Save. Your selections will be saved and applied each time you view an attendance list.

Columns in the attendance list

Number

The # column contains the client’s number based on when they were booked into the service.

Icon	Description
	The client was promoted from the wait list to the attendance list.

Client Name

The Client Name column includes client details like name, profile picture, client ID, phone number, and email address.

Click on a client’s name to view their profile.
Hover over the displayed icons to view additional info about the client.
Each client also has a customizable client type icon.

Status	Icon	Description
First visit		This is the client’s first visit to your business. Note: This icon is not displayed for imported clients.
Account balance		The client has a positive account balance. Their account balance will be listed next to this icon.
Account owing		The client has a negative account balance. The amount of money they owe your business will be listed next to this icon.
Client alert		The 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 signed		The client has not signed your online waiver. Ensure the client signs the waiver before taking part in the service.
Contract not signed		The 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.
Forms not completed		The client has not completed one or more forms.
Unpaid visits		The client has unpaid visits. The number on the icon represents the number of unpaid visits they have.
Fully vaccinated		The client has been fully vaccinated against COVID-19. You can modify a client’s vaccination status from their client profile.
Partially vaccinated		The client has been partially vaccinated against COVID -19. You can modify a client’s vaccination status from their client profile.
Not vaccinated		The client has not been vaccinated against COVID -19. You can modify a client’s vaccination status from their client profile.
Unknown		The client has chosen not to disclose their vaccination status. You can modify a client’s vaccination status from their client profile.

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 their session pass or membership using the Remaining column.

Visits are shown using a bar for each session pass or membership. Remaining visits are shown on the left of the bar, and total visits are shown on the right.
For memberships, the total and remaining visit counts reflect how many visits are allowed per attendance restriction period, which is shown below the bar.
The number of remaining visits and the color of the bar won’t 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.

Status	Color
The session pass or membership is used for the first time.
More than two-thirds of the total visits on the session pass or membership are remaining.
Between one-third and two-thirds of the total visits on the session pass or membership are remaining.
Less than one-third of the visits on the session pass or membership are remaining.
The session pass or membership has unlimited visits.

Paid With

You can view how the client paid for the service in the Paid With column.

Status	Icon	Description
Not paid		The client has not yet paid for the service. If the Edit button 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 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 Option		The client has used a Purchase Option to pay for the service. 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 service. If you use a different Purchase Option or a drop-in rate to pay for the service, the visit will be refunded to the original Purchase Option.
Paid using drop-in rate		The client had paid a drop-in rate to attend the service. You can click the Edit button 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 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 Purchase		The client has paid the total event price to attend the event. You can click the Edit button 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 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 ClassPass		The 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 Wellhub		The client has booked and paid for this class through Wellhub. Services that have been paid for using Wellhub can't 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 Type	Icon	Description
Achieve App		The client booked the class using the Achieve Client App. The client’s name will be displayed to the right of the icon.
ClassPass		The client booked the class using ClassPass. The client’s name will be displayed to the right of the icon.
Client Online		The client booked the class or event session online using either the Client Web App or the Attendance Kiosk. The client’s name will be displayed to the right of the icon. If a family member booked the class or event session for the client, the family member’s name will be displayed to the right of the icon along with their relationship type.
Elevate App		A 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.
Explorer		A client booked the service using the WellnessLiving Explorer listing. Explorer will be displayed when hovering over the icon.
Wellhub		The client booked the class through Wellhub.
Reserve with Google		The client booked the class using Reserve with Google. The client’s name will be displayed to the right of the icon.
Staff		A 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:

Status	Icon	Description
Attended		Select this option to mark that the client has attended the session.
Early Cancel		Select this option if the client canceled before the cancellation deadline. Note: If a late cancel penalty is set under business policies, selecting this option will not charge the client any cancellation fee.
Late Cancel		Select this option if the client canceled after the cancellation deadline. Note: A client marked as a late cancel will still appear in the attendance list. The client is permitted to rebook the class from their end if the class session hasn’t passed yet.
No-Show		Select this option if the client missed the session without canceling. Note: If the client canceled before your cancellation deadline, don’t 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’re ready for promotion. You can also promote belts for multiple clients from the attendance list.

If a belt has a class requirement, the attendance list for the class will only display the belts and belt categories associated with the class. If a belt has a time requirement or no requirements at all, the belt and belt category will appear on the attendance list for all your classes.

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

Heading	Description
Belt Category	Displays 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.
Belt	Displays the client’s current belt level based on the belt category selected.
Ready For Promotion	Displays whether the client is ready for a belt promotion.

Forms

The Forms column lets you know if a client has completed a form.

Icon	Description
	The red status indicator before the form title indicates that the form is incomplete. Staff members with the applicable permissions can click on the form to fill out the form for the client.
	The green status indicator before the form title indicates that the form is complete. Staff members with the applicable permissions can click on the form to view the completed form.

Action menu

In the far-right column of the attendance list, you can click the Action button to perform additional actions, such as:

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.
Add form – Select this option to add forms to the client’s booking.
Send email – Select this option to send an email to the client.
Send SMS – Select this option to send an SMS message to the client.
Copy virtual service registration URL – Select this option to copy the registration URL for the virtual service. For more information see Copying a virtual service registration URL.
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.
- Visits that are removed from the attendance list won’t be displayed in the client’s attendance history or as visits in corresponding Client reports.