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How to configure and manage client attendance

Written by Lydia Clarke

Volunteers can log client attendance for missions. Staff users will also be able to manage this through the management dashboard. In this article, you can find out how to set up attendance tracking, as well as how volunteers can log this attendance!

How to turn on attendance tracking

Note: Attendance tracking is only available for client data points created as a person. You cannot track the attendance of organisations.

You can configure attendance tracking at the mission template level. You can do this by:

  1. Go to the mission template

  2. Scroll to 'Client safety'

  3. Toggle on 'Track client attendance'

How to find and manage attendance tracking

You need to have multiple clients on your missions to log attendance, please read this article on how to add multiple clients to one mission.

For shifts:

  1. Go to the mission, then to 'volunteer shifts'

  2. Click on the shift

  3. Go to 'shift' then 'Client attendance'

  4. Here, you will see the attendance logged by the volunteer

  5. If you would like to edit these, select the three dots next to the client

  6. Change the status

  7. You will be able to see review and see if a staff user has made edits

For missions without shifts:

  1. Go into the mission

  2. Select 'Client attendance'

  3. View and edit attendance here

How volunteers can log attendance

Note: Once attendance has been logged and submitted, only a staff user will be able to edit the client attendance for that mission/shift

  1. Click on the mission

  2. Select 'Record attendance'

  3. Record attendance then select 'submit'

  4. Once submitted, you can view the attendance by selecting 'View attendance':

Video Tutorial

As always, if you require any further assistance with this function, please use the support button in your Staff Dashboard or email us at support@volunteero.org. Our team will be happy to help!

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