Tracking Attendances for Trial Memberships

April 16, 2019

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After a prospect starts a trial membership, they are automatically assigned an ID number. This allows the prospect to log their attendance by using their ID number on the Student Check-In Screen.

 

Student Check-In Screen

  1. Hover over the Attendance menu and click on Student Check-in Screen.
  2. Log in with your username and password.

To see all of the attendances from your Trial Memberships

  1. Hover over the Prospects menu and click on Trial Attendance Log.
  2. This page shows all Trial Attendances, including:
  • The prospect’s name
  • Trial terms
  • The date and time of the attendance

To find a list of all of your prospects on a trial membership (current and expired)

  1. Hover over the Prospects menu and click Trial Membership.
  2. This page displays all of the Trial Memberships and includes:
  • The start and end dates of the Trial Membership
  • The current number of attendances
  • The attendance limit for the trial period
  • The trial membership status (Current or Expired)

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