Clients - Participation

How to Mark Attendance for Multiple Class Sessions (The Activity Roll)
Accurately marking the attendance roll for every session is valuable for funding compliance and provides the definitive data needed for performance reports ...
Fri, 24 Oct, 2025 at 2:21 PM
How to View and Add Client Notes
From the Frontdesk, go to Notes and select Notes List. Notes appear in chronological order.  To find a note, enter the note’s title or the tag name...
Thu, 30 Mar, 2023 at 12:51 AM
How to Transition a Client from a Waiting List to an Approved Booking
How to efficiently manage high-demand activities by transitioning waitlisted participants into open spots as they become available each term Step 1 - Lo...
Mon, 23 Mar, 2026 at 2:22 PM
How to View Client Notes and Emergency Health Plans as a Trainer
This feature is beneficial for trainers who need to be aware of a client’s health needs. First, to add emergency health information follow the How to Ad...
Thu, 30 Mar, 2023 at 8:56 PM
Requesting further information from participants with Expression of Interest Bookings
Organising a special community event such as a garage sale or cake stall and needing participants to give you more detailed information then use Expression ...
Fri, 11 Jun, 2021 at 2:53 PM
Allocate client to the attendance roll for Expression of Interest Activities
If you're having difficulties allocating existing clients to the attendance roll its possibly due to the Expression of Interest booking type.  When ...
Thu, 20 Jan, 2022 at 4:49 PM
Restoring an Archived Client
If you have inadvertently archived a client you can restore them back to your active list. Here's how 1. Go to Main Menu, select on the Client List ...
Tue, 8 Mar, 2022 at 10:04 PM
Archiving a duplicate client
1. Go to Main Menu then Clients select Client List  2. Enter in Search the client's first name, surname or mobile  3. Then select Archive  ...
Fri, 10 Mar, 2023 at 10:03 AM
How to Assign a Client to the Attendance Sheet
1. In the Activity Summary > Request tab in the Client Tile under Session Allocation, you can see if the person is assigned to the attendance sheet.  ...
Wed, 9 Apr, 2025 at 2:20 PM