Sessions and attendance

Every time a group meets, that meeting is a session. You create a session for each gathering, then mark attendance for it. This is the day-to-day rhythm of running a group — simple enough to do on a tablet in the room.

Create a session

1. Open the group and go to the Sessions tab.
2. Select Add session.
3. Pick the scheduled date and select Add session.

Each session is listed with its date and an attendance count. You can sort sessions newest- or oldest-first.

Take attendance

1. On the Sessions tab, select Take attendance (or the count) next to the session.
2. You land on the Attendance tab with that session chosen. Each participant has three choices: Present, Absent, or Excused.
3. Mark each person — or use Mark all present / Mark all absent to start fast and adjust from there.
4. Select Save.

Saving attendance moves each participant's progress bar on the roster. Only Present counts toward it, so an excused absence records the reason without advancing the participant.

Who shows up in the list

A session's attendance list includes the participants who were active and enrolled on or before that session's date. Someone enrolled later won't appear for an earlier meeting — which keeps your past records accurate.

See every session at once

Attendance marking works one session at a time. View attendance, in the group header, shows you the whole run: a row per participant, a column per session, a mark in every cell. P for present, A for absent, E for excused.

The roster gives you a total. The grid gives you the pattern, so you can see whether someone missed two scattered weeks or the last four in a row.

• Dates narrows the grid. Shortcuts cover the last 4, 8 or 12 weeks, or all time, and it opens on the last 8 weeks.
• Current participants only hides people who have completed or withdrawn.

The attendance grid: a row per participant, a column per session, and P, A or E in every cell

A row of A's often means an empty tick box

Saving a session records a mark for everyone enrolled by that date, not only the people you ticked. Anyone left unticked is saved as absent. Someone marked Completed stops being counted, so sessions after that show a dash.

Add notes after a meeting

Back on the Sessions tab, open a finished session and select Add notes to record how it went — or select Add note in the Session note column, which opens the same thing. There's always a clear picture of every meeting.

That's the note about the whole group. To write one about each person who was there, use the Notes tab — select the number in the Participant notes column to land on that meeting.

→ Notes

Don't lose your marks

If you leave the Attendance tab with marks you haven't saved, the portal reminds you first — select Save before moving on.