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Record attendance and notes during or after an event

Record attendance and notes during or after an event

You can record session notes, outcomes, and attendance about an event’s guests by using the Add attendance and more button that appears in the Event Actions panel of the Event page

Everything you record about an individual guest is displayed on that guest’s timeline.

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The information is also saved to the project and the event so that you can see the overall summary - this is useful when reporting on attendance and outcomes achieved.

How to log attendance

Requirements

  1. Open an event (Look at an Event )

  2. You arrive on the event’s page.

  3. Click Add attendance and more

  4. This will take you to the add attendance page.

     

  5. You will find the event details at the top of the attendance form.

  6. Here, you can select contacts to record attendance.

  7. Press Save

  8. Your event update will appear at the bottom of the Event page in the Event Timeline section

     

    1. The name of the survey used to record attendance is displayed in the story

       

    2. Click the Expand Story button to see the details of the attendance log.

Collate attendance information from several event staff

  • Collaborative Attendance lets you collate event attendance from several event staff at different points in time, without the risk of duplication

  • When event staff click Add Attendance and More they will see the most recently updated attendance log for that event - instead of being taken to a page where they can create a new attendance log from scratch

  • To turn on Collaborative Attendance, go to your project’s preferences page and click the checkbox to turn it on

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Other ways to log attendance

From the Manage event page

  1. Click My Apps

  2. Select Events.

  3. You arrive on the Manage Event page.

  4. On the Actions row, click on the three-dot for any event.

  5. You will find a dropdown menu where you will find an option Add Attendance and more

  6. Click on Add Attendance and more.

  7. You will arrive on Add Attendance and more page.



From the Homepage

  1. This could also be accessed from the homepage if your event starts in future

  2. Click on the cog icon of an event in the events section

     

  3. Click Add Attendance and more

  4. You will be redirected to Add Attendance and more page.

 

Surveys used as the Event Attendance Form often include text fields that are completed for each guest. Turn on One Field per Contact in your Survey