Lumary DC - This article explains how to review a clients attendance record for group programs.
The client record in Lumary includes a Group Programs tab which shows three lists:
- Groups,
- Attendance, and
- Upcoming Sessions.
Required packages and permissions
Available with: Lumary DC 2.9 and later
To review the attendance record for a client:
- Navigate to the client record.
- Click into the Group Programs tab.
- Scroll to the Attendance list.
All past sessions for all groups the client is a member of will be listed here.
The list shows the name of the group program, the start date and time of the session, the session status including if the client cancelled prior to the session, the attendance recorded as well as any cancellation reason if applicable.
The list can be filtered by clicking on the funnel button to open the filter options panel.