Trying out the new Attendance Entry View

Follow

Keeping a record of attendance allows you to see how many people are regularly attending events at your church. This information can be used to create reports that will help you assess the growth of your church and the events that are offered.

Attendance batches can be worked on and updated without the need for posting. Only events marked to take attendance and have since passed are available on the batch entry screen.

In the case of visitors, users have a choice between creating a person record beforehand for any visitor the church would like to record or simply add the number of visitors as an additional headcount.

To record or update an event's attendance,

1. Click the icon to go to Events and go to the Attendance view.

table

2. Click the "Enter Attendance" button.

table

3. On the right hand side of the screen, find and select the event and date to enter attendance for.

table

4. To use the new mobile-friendly version of the Attendance entry view, click "Try the new version" in the upper right corner of the batch entry screen.

5. If you need to navigate to another event, click on the arrow to the left of the event name to go to the event list. Otherwise, skip down to step 7.

6. On the next screen, find and select the event and date to enter attendance for. If the event is not available on this screen, the event may need to be edited to allow attendance to be added.

table

7. Scroll through the list of person names and click those who attended the event.

  • Users can use the Smart Group drop-down menu or search bar to filter the visible list.
  • Clicking the arrow next to the Smart Group drop-down menu will collapse or expand household member lists.
  • Clicking "Select all" will mark all visible records as having attended (and communed, if applicable)
  • Clicking "Deselect all" will mark all visible records as not having attended (or communed, if applicable)

table

  • Clicking the household name will select all names within the household as having attended and communed.

table

  • Clicking the person icon will mark a person as having attended.
  • Clicking the chalice icon (if applicable) will mark a person as having communed.
  • Clicking on an icon again will remove the mark.

table

8. All selections will be counted and saved automatically at the bottom of the screen. Users can enter additional headcounts for attendance and communion (if applicable) for visitors without a person record.

 table   

Once selections have been made and additions entered, no additional actions are needed.