Take attendance in Services

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 for a Registrations event.
View the events a person attended from their activity tab.
Use attendance as a condition when creating a list in People.

You can take attendance for a single team or all scheduled teams on a plan.

To take attendance for a single team on a plan:

Select the Plans page in the top navigation.
If you have multiple folders, select the folder containing the service type you're working with.
Select a plan from the service type you're working with.
Select the Teams tab at the top of the plan page.
Select the dropdown arrow in the top right corner of the team for which you'd like to take attendance.
Select Take Attendance from the dropdown.
Select the time for which you're taking attendance using the Attendance for dropdown.
Check the boxes next to all team members who were in attendance.
Select Done to finish taking attendance.

Select the Plans page from the bottom navigation.
If you have multiple folders, select the folder containing the service type you're working with.
Select the service type you're working with.
Select a plan date to open the corresponding plan page.
Select the Teams tab at the top of the plan page.
Tap the arrow in the top right corner of the team for which you'd like to take attendance.
Select Take Attendance from the dropdown.
Select the time for which you want to take attendance.
Tap the check boxes next to all team members who were in attendance.
Tap Done to finish taking attendance for this team.

To take attendance for all scheduled teams in a plan:

Select the Plans page from the top navigation.
If you have multiple folders, select the folder containing the service type you're working with.
Select a plan from the service type you're working with.
Select the Teams tab at the top of the plan page.
Select the Team actions button in the top right.
Choose Take Attendance from the dropdown.
Select the time for which you're taking attendance using the Attendance for dropdown in the top left of the Teams tab.
Tip
If you have many teams on this plan and don't see the Attendance for dropdown, you may need to scroll back to the left side of the page.
Check the boxes next to all team members who were in attendance.
Select Done in the top right to finish taking attendance.

Select the Plans page from the bottom navigation.
If you have multiple folders, select the folder containing the service type you're working with.
Select the service type you're working with.
Select a plan date to open the corresponding plan page.
Select the Teams tab at the top of the plan page.
Tap the ➕ plus button at the bottom right.
Select Take Attendance.
Select the time for which you want to take attendance.
Tap the check boxes next to all team members who were in attendance.
Tap Done to finish taking attendance.

After taking attendance on a plan, check marks will appear next to any team members who were in attendance.

Important

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

Select the Plans page in the bottom navigation.
If you have multiple folders, select the folder containing the service type you're working with.
Select the service type you're working with.
Select a plan date to open the corresponding plan page.
Select the Teams tab at the top of the plan page.
Review the check marks next to each team member's name. Separate check marks appear for each time the person attended, and are color-coded to reflect the day.
(Optional) Tap a team member's name for more details about their assigned times. A check mark appears next to each time the person attended.