If your organisation runs classes, courses, events or anything similar, you will find the attendance register functionality built into LoveAdmin highly useful.
If you are uncertain on how to create an attendance register, follow the simple steps below:
Step 1: First, hover over ‘Settings’ in the top toolbar then select ‘Attendance Register’. From here, you will be able to begin the process of creating your attendance register.
Step 2: Click ‘Create new register’.
Step 3: Once the page has loaded, you will be given the options for creating your attendance register. Firstly, you will need to answer, ‘Name of register’. As the name suggests, this will be the name given to your attendance register.
Step 4: ‘Create register for [insert value] sessions’ – here, you will select how many sessions you would like the attendance register to run for. There is a maximum of 52 sessions per register.
Step 5: ‘This register is for:’ – here, you will select which groups the attendance register applies to. You can choose to apply the register to all your groups or select specific groups individually.
Step 6: Finally, we give you the option to ‘Send alert to administrators when a person misses sessions?’ – if you select ‘No’, no alert will be sent. If you select ‘Yes’, however, you will be asked two further questions.
Step 7: If you selected ‘Yes’ to ‘Send alert to administrators when a person misses sessions?’ you will be able to define the circumstances that trigger the alert. This includes the number of sessions missed before an alert is sent and who you would like the alert sent to.
Step 8: Once you are happy with the settings you have chosen, click ‘Next’ at the top of the screen.
Step 9: In the screen that loads, you will be able to select the fields which appear on the register. You can select these by ticking the checkboxes next to the field in the left-hand column – they will then appear on the right-hand side where you will be able to drag and drop them in your desired order of appearance. You also have the option to hide fields, this is handy if you want access to lots of data but don’t want to display it all the time. When clicking on a record in the register, the hidden data will be displayed.
Please note – there are three fields available for display on the attendance register which can be edited by clicking ‘Edit’ once they appear in the right-hand column. These are listed below:
Notes: ‘When a note is added, send alert to:’ – here, you can choose to alert either a specific individual or multiple people if a note is added to a Contact’s record on the attendance register. For example, ‘had to leave the session early due to illness’. Once you have chosen the people you wish to alert, click ‘OK’.
Attendance record: ‘Number of past sessions to show attendance history for:’ – if this field is selected to appear on your register, you can view the attendance history for a Contact on the register. Answering this question will determine the attendance history that is shown.
You also are given the option to ‘Display attendance history for past register(s) – if you select yes, as the question suggests, past register history will be displayed too.
Once you have made your selections, click ‘OK’.
Payment Status: Here, you will be able to select which groups you would like to see the payment status for. You can either select all or pick specific ones on an individual basis. Once you have selected which groups you would like the payment status to be displayed for, click ‘OK’.
Step 10: Once you are happy with the fields you have selected to appear on the attendance register, click ‘Save and finish’ located on the left-hand side toward the top of the screen.
Once you have completed the above steps you will have successfully created an attendance register!