CustomerHarmony offers an easy way to track church members' attendance, whether they're attending a single class or a global event. To track the attendance of your church, class, group, or any gathering of people, the first thing you need to do is create an attendance tracker, then, as the events, sessions, classes occur, you will create attendance records. Let's see it step by step:

Create an Attendance Tracker

As admin, you can configure an attendance tracker for the entire church or for groups. As a group leader you can configure an attendance tracker for your groups.

• • Click Attendance (In sidebar)

    

  • If you would like to start with a default copy of an Attendance form with the various settings already selected (of which you can still adjust), click the Add From Template button and choose the Attendance form type you'd like to create.

                 

• If you would like to start with a blank slate, Click Add and fill the following fields:

• Click Add and fill the following fields:
• Title: All the students can see this title.
• Description: All the students can see this description.
• Start Date: Date when the class begins.
• End Date: Date when the class finishes.
• Repeat: There are three options:
  • Daily: Use this option if you want to enable the Attendance Tracker every day between the Start Date and End Date.
  • Weekly: Use this option if you want to enable the Attendance Tracker in specific weekdays (Mon, Tue, Wed, Thu, Fri, Sat, Sun) between the Start Date and End Date.
  • Monthly: Use this option if you want to enable the Attendance Tracker in specific month days (from 1 to 31), between the Start Date and End Date.

• • Shifts: You need to specify exactly the time when the tracker should be activated. Also, you can add multiple shifts so that the Tracker will be activated multiple times during the same day.
    • Name: Shift name. For example: 8AM
    • Start Time: For example: 08:00
    • End Time: For example: 08:59

• • Attendance Type: There are two types:
    • All: The attendance tracker will be available to register the assistance of all the members.
    • Groups: The attendance tracker will be available to register the assistance of all the members of the selected groups.

• • Check Out: Enable this option to allow and register the member’s check-out time.
  • Self-Check In: Enable this option to allow the members to self-check in.
  • Check In by Family: Enable this option to allow the members to check their families.
  • Guests: Enable this option to allow the registration of guests (entering the First Name and Last Name of each one).
  • Visitors: Enable this option to register the number of anonymous visitors.
  • Online: Enable this option to register the number of online viewers.
  • Is Late: Enable this option to allow the registration of late members.
  • List Type: There are two options:
    • User List: This option will list all the members in alphabetical order.
    • Family Grid: This option will list all the family units by row and each family member by column. For example, we are going to track the Worship Service Attendance by using the following information:

• • Title: Worship Service
  • Description: People attend worship services regularly. They may come weekly, fortnightly, or monthly as able.
  • Start Date: Select the first day of the month, so we can record attendance from this very moment.
  • End Date: Select the last day of the year, so we will be able to register the attendance any moment of the year.
  • Repeat: Select Daily, so we will be able to register the attendance any day of the year.
  • But you can select Weekly, if you only want to be able to register the attendance on specific days (Sunday and Wednesday).
  • Shifts: We are going to add two shifts:
    • AM (Start Time: 08:00 and End Time 11:00)
    • PM (Start Time: 20:00 and End Time 23:00)

• • Attendance Type: All. Because any church member can assist the worship services.
  • Check-Out: OFF.
  • Self-Check In: ON. Because we want to allow the members to use the application to self- check into the service.
  • Check In by Family: ON. Because we want to allow the members the option to check their families.
  • Guests: ON. Because we want to keep the option to register guest information.
  • Visitors: ON. Because we want to keep the option to manually enter the number of anonymous visitors.
  • Online: ON. Because we want to keep the option to manually enter the number of online viewers.
  • Is Late: ON. Because we want to identify which members / families are present but late.
  • List Type: Family Grid. Because, since attendees usually arrive as a family, this view will help us register them more quickly.
  • Save.

And if you need to make any change, you can do it at any time, by clicking the Update button.

Now we can register the assistance to our service easily.

• • Click Attendance (In sidebar)
  • Click Actions > Add Record

Now you will see the form to register the attendance of the members. The form is dynamic and will show the fields according to the configuration that you have made in the previous step.

Create an Attendance Record

As admin or group leader you can record the regularity of a student to the church or class. As a member (or student) you can register your attendance and your family attendance.

Important! Attendance can only be recorded on the date range, days and shifts set in the attendance tracker configuration. Otherwise, an error message will appear on the screen, indicating that you should verify that attendance can be recorded on the current day and time.

Note: As admin or group leader you can update the Attendance Tracker settings at any time. To create an attendance record, please follow the next steps:

Update an Attendance Record

Now that, as a group leader or admin, you know how to track church attendance, it's important to know that you can also edit a record. An action that can be performed at any time, not necessarily during the hours that the service or session is active.

To update a record just follow the steps below:

• Click Attendance (In sidebar)
• Choose the Attendance Tracker and in it:
  • Click Actions
  • Click Records
• And you will see all the records. Choose the record you want to edit.
  • Click Actions
  • Click Update

You will find the view you got when you created this Attendance Record, and you will be able to edit everything you originally configured. Make all the changes you need and save.

Self-Check In & Attendance History

As a member of the church or a student you can also self-check in your attendance. To do this, just go to the Dashboard and click on the orange “Check-In & Check out” widget.

After entering you will find a list of all active attendance forms. They will be visible during the time they have been configured. Choose the one that corresponds to you and mark the "I'm here" button. And if you arrived with your whole family, mark the option "My family is here" and that's it.

Finally, in this same page, members can click the Attendance History link to see all their attendances to different services, classes, sessions, or events.

Also, members can Download the QR code to share or publish the access to the Check-In page.

Reports

CustomerHarmony offers two types of report, a Summary Report, it’s a general one that covers all attendance records and a Detailed Report by Attendance Record.

To access the Summary Report, follow the steps below:

• Click Attendance (In sidebar)
• Choose the Attendance Tracker you want to visualize
• Click Actions
• Click Report

Here you can see a line graph of attendance where each year has its own line for attending and Year over Year comparison.

You will also be able to see the number of Attendees, Members, Absences, and other useful figures of each attendance record and, in addition, you will be able to download a csv file with all the data.

To see the Detail Report of one of these records, just click on the date you wish to view. Once in the detailed report you will be able to see the list of members who were present or absent, the time they entered, the time they left and even the time they were present. The guests will also be listed. And all this information will also be available for download as a csv file.

And of course, since it deals with much more information, you can enable the filters and thus find information in greater detail and much faster.

It should be noted that an additional way to access a detailed report is through the Records page, through the following steps:

• Click Attendance (In sidebar)
• Choose the Attendance Tracker you want to visualize
• Click Actions
• Click Records
• Choose the record (Service / Class) you want to visualize
  • Click Actions
  • Click Detail Report