Client attendance

Client attendance

The client’s attendance can be managed in the application by an administrator or a lecturer. You determine the permissions for managing attendance during the initial setup of the application in the General Settings in the Settings section.

You can allow attendance management for tutors with the following privileges:

  • Full report – option to set Arrived, Did not arrive, Checked out, Select replacement lesson. If you select this option, any user with the tutor role will also be able to set up alternate hours for clients based on their request.
  • Limited report – the possibility to set only whether the client came or didn’t come – i.e. to record only the real attendance at the lesson.

Client Attendance records

There are several ways to look at client’s attendance.

Lessons/Events

In case you need to work with attendance on event level, you can find a specific one as follows:

Section Lessons/Events

  1. Clicking on the section Lessons/Events you will see a list of all upcoming events, from which you can by using filters on top of page find the one, you need to work with. For more information about Lessons/Events click on this manual.


  2. When you find and open your desired lesson/event, you can find all information about it. In part Attendance you can manage attendance.




Calendar

  1. Click on the Calendar tab and select the date on which you want to manage attendance. To make it easier for you to find your desired lesson you can use filters on the left side.
  2. When you click on specific lesson you will find all information regarding this lesson and you can click and manage attendance as in section Lessons/events.

Groups

We recommend this view of registrations if you wish to view registrations for a specific course/group and term.

  • Click on Groups tab and based on your specific filter find the group you want to manage attendance. More information is available in manual about Group creation.


  • Registrations can be found in part Report after clicking on Show registrations button


  • When you open a specific registration, in part Attendace you will find and be able to manage attendance of the entire course this registration bought.



Registrations

This view of registrations is recommended if you wish to view a specific registration for a single client.

  • Click on the Registrations tab
  • When you click on the tab, you will see a list of all registrations for all courses, where you again have the same options for working with the data as in the previous view.
  • You can search between registrations using the filter.
  • When you click on a client’s name, you will be presented with a detailed client card where you have the option to manage attendance in the Attendance tab. This view is identical to the previous view.

Manage client attendance

Types of attendance

In the Attendance tab, you will see the client’s attendance for each term within the group and course.
  • Will atend– displayed if the client is enrolled in the course and has not yet cancelled the lesson
  • Attended– recorded by the lecturer or application administrator based on actual attendance at the lesson
  • Cancelled – displayed if the client has cancelled the lesson through their profile in a timely manner. In this state, the client can choose a replacement lesson via their profile (depending on the course settings). You can also make this selection, or change your selection, by clicking on the Choose replacement lesson.
  • Did not attend- recorded by the lecturer or application administration based on actual attendance at the lesson

  • When you click on this button, you will see a list with the dates for which you can sign up the client and a table showing the conditions for using spare hours (based on the general settings for the courses), where you can also change them. To select a replacement lesson, click the Choose button next to the date.
  • When you set up an alternate appointment, the status of the original appointment and the alternate appointment will change in the client’s attendance record as follows:
    • Original date – you still have the option to change the date of the replacement lesson or cancel it

Change and cancellation of replacement lesson

You have the option of changing or cancelling an replacement lesson as part of the client’s attendance policy. You can make the change within the selected registration under the Attendance tab or the Credits tab. More information on how to edit attendance and credits can be found HERE

  • click Change replacement lesson orCancel replacement lesson
Note: Clicking the Cancel Replacement Lesson button will return the client’s lesson to its original state, i.e. the client will be re-enrolled for the original appointment regardless of the current capacity of the appointment, and the client can choose a new replacement lesson.
  • To change the replacement lesson, click the Change Replacement Lesson button and then reschedule the lesson according to the client’s options and requirements.

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