Help CenterYou've got classes and appointments on your schedule/calendar but you want to know who is actually showing up. Using the check-in feature you can check off clients as they show up or mark them as no show if they are absent, and access reports to help track it all.
Setting up Your Services for Check-In
To start out with check-in, visit the "Services" section, and click "Edit" next to any service for which you'd like to enable check-ins. At the bottom of the Services screen, click "Enable Check-Ins". Turn this slider on to enable check-ins for that class or appointment service.
Checking-In Your Clients
After you've turned on check-in for a service, head to the schedule/calendar page, and choose a class already on the calendar. As you click the class, you'll open up the "Session Profile". You’ll see "Check-In" and “No-Show”. You can check the box next to individual names, click "all" to select all, or "none", to deselect all clients.
Please note that if you check the No Show box for a client, they will not receive a credit back for the session. If you would like the client to receive their credit back for the session, then you would want to withdraw them from the session.
Unchecked
And "Checked"
Once you’re ready to review your attendance reporting, head to "Reports" and click "Attendance".
Attendance Report
There are two Attendance reports available: By Session Attendance Report & By Customer Attendance Report
By Session Attendance Report
Attendance By Session > Booked Sessions
You can filter this section by Professional and/or by date by using the All Professionals pulldown and the date picker. On the right side of each session is listed a column for "No Shows". This is a summary of how many clients for each class or appointment were not checked-in. This section will also show you what type of session is booked (class/appointment), how many participants booked the session using a drop-in or their package’s balance, the total number of bookings and the total number of check-ins. You can export this report by clicking the EXPORT button at the top right and use your favorite spreadsheet program like Excel to open the .csv file.
To view the specific client names, you'll want to refer to your schedule/calendar for the specific class and see which names weren't checked, or, on the left side, the class date and time is clickable to view the Session Profile.
You can view which specific clients didn't show up, communicate with them by sending them an email and a text within the session profile. To do this, click any class and you'll see who is checked-in or not under the "Check-In" and “No-Show” columns.
Note: Customers who are not checked-in or who are marked as “No-Show” are counted as “No Show." In the example below, a client is marked as “No-Show” while another one is not checked-in or marked as “No-Show.”
To send them a message, click "Send Message" to particular clients or "Send Message to all Participants", compose your message and hit "Send Message". For more info, click HERE.
Attendance By Session > All Sessions
This section will show you the Attendance report by All Sessions. This includes classes that are not booked and booked. You can filter this section by Professional and/or by date by using the All Professionals pulldown and the date picker. You can export this report by clicking the EXPORT button at the top right and use your favorite spreadsheet program like Excel to open the .csv file.
Note: Both By Session Attendance Report & By Customer Attendance Report will show ‘n/a’ under the Total Check-Ins and No Shows columns if you did not enable the check-in feature for the service. If you don’t want this to show on your Attendance Report, make sure to enable check-in for your services.
By Customer Attendance Report
Attendance By Customer > All Customers
This section will show you the Attendance report by Customer. This view will include customers who have attended all sessions and those who have some no-shows. You can filter this section by date by using the date picker. The report will display in order by the date of the last update to the client’s attendance history. You can export this report by clicking the EXPORT button at the top right and use your favorite spreadsheet program like Excel to open the .csv file.
Attendance By Customer > No Shows
When the Customer Attendance Report is in the "No Shows" view, it will sort your customers by their total number of no shows, displaying customers with the highest number of no-shows for the date range selected at the top of the list. You can filter this section by date using the date picker. You can export this report by clicking the EXPORT button at the top right and use your favorite spreadsheet program like Excel to open the .csv file.
In the example below, the client booked 9 sessions and did not attend 5 of them. The client did not show up for 5 group classes. We arranged the Total No Shows column to show who has not showed up most of the time to those who have the least absences.
Note: Customers who are not checked-in or who are marked as “No-Show” are counted as “No Show."
Attendance By Customer > No Activity
This section will allow you to easily view all clients that have had no booked sessions within a particular time frame. This will show the "Last Activity" date of each client when they last booked a session starting with the most recent. This section will only show clients that have 0 and/or n/a values for all fields for the time frame selected. This will include inactive clients.
That's about it! Any questions? Chat with us at fitli.com or send us an email to support@fitli.com.