Take Attendance in Services

Created on:
Updated on:

You can take attendance for one or more teams to track which team members served for a particular plan.

The screenshots and instructions in this document apply to the new Plans page.

Why Take Attendance in Services?

Some of the ways you can use Services attendance information include:

  • Check in event volunteers in Services instead of registering them in a Registrations event.
  • View the events a person attended from the Activity tab in their People profile.
  • Use Attendance as a condition when creating a List in People.

Editors and Administrators can take attendance for any team, but Schedulers can take only attendance for the teams that they lead.

Take Attendance for One Team

To take attendance for one team, click Take Attendance from a team dropdown.

Take attendance.

  1. Choose the time that you want to take attendance for.
  2. Select the people who were present.
  3. When you are finished taking attendance, click Done.

Take Attendance for All Teams

In the action menu of a plan Teams tab, click Take Attendance.

Take attendance.

  1. From the dropdown, select the time that you want to take attendance for.
  2. Check the team members that attended during that time.
  3. When you are finished taking attendance, click Done.

View Attendance

A separate checkmark will show for each time the person attended, and the checkmarks are color-coded to reflect the day that the person served.

If you use the Check-Ins and Services Integration to take attendance, that attendance will also show as a checkmark by a person's name.

Hover over a checkmark to see the time.

Was this article helpful?
3 out of 4 found this helpful