Record attendance
Attendance starts as Unknown for every registered participant. Only registered participants have attendance. Waitlisted and cancelled registrations are left out.- On a row, choose Mark as checked in, Mark as no-show or Mark as unknown.
- To mark several at once, select the rows and use Mark as in the bar that appears.
- Use Add walk-in for someone who came without registering. They’re registered and checked in at once.
Finalise attendance
Finalising records the result and closes registration for good.- Choose Finalise attendance.
- Review the counts. The list shows everyone whose attendance is still unknown. Nobody is selected.
- Select the people who didn’t turn up. Only the people you select are recorded as no-shows. Everyone else stays unknown.
- Choose Continue, check the summary, and choose Finalise.
Correct attendance
After finalising, attendance can only be changed with a correction.- Choose Correct attendance on the participant’s row.
- Choose the new state in Correct to and enter a Reason.
- Choose Save correction.
Plan follow-up
Follow-up creates ordinary Tasks for the registered participants and companies you choose. Nothing is created until you’ve reviewed it, and no emails are drafted or sent. You can’t plan follow-up for a cancelled event.- Choose Plan follow-up.
- Enter a Purpose. It starts every Task title.
- Under Who to follow up, choose companies or participants. Choosing a company includes everyone registered for it. Nobody is selected until you choose them.
- Under Tasks, choose One task per company or One task per participant. Participants without a company get their own Task either way.
- Set a Due date, or leave it empty for a week after the event.
- Choose Review tasks.
- Owner. The company’s owner. When the company has no owner, the owner has left, or there is no company, the Task goes to the organiser and is marked as an exception. If the organiser has left too, it goes to you.
- Existing work. Open Tasks and Work already linked to the same people or company. This is shown so you can avoid duplicates. It doesn’t stop you.
- Source material. Every Task is linked to the event. When Work is linked to the event, turn on Link tasks to that Work record if the Tasks should also appear on it.
