Linking Names and Recording Attendance Using Calendar Forms

Follow
Step 1: Access the Forms View and Open the Desired Form
  • Click the Forms Icon in the navigation menu.
  • This opens the Forms View, where all your forms are listed.
  • Locate the form you want to view in the list.
  • Click the › arrow in the Actions column next to that form.
Step 2: View the Desired Event's Responses
  • Scroll below the graph in the form's view to see a list of events recorded in the responses.
  • Click the › arrow next to the event you want to work on.

table Step 3: Link Respondents to Person Records

  • Click Link Names to open the "Link Responses to People" window.
  • The system will suggest matches whenever possible.
  • If a match is incorrect, or if it finds no match, you can use the dropdown to select the correct profile, or leave it blank if none exists.
  • Click Confirm All when finished.

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Step 4: Post Attendance

  • Click Post Attendance.
  • Attendance is recorded for linked profiles.
  • Unlinked names are counted as Additional Head Count.

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