The attendance function in the member portal provides a convenient way to manage attendance records for various meetings, events, and ad hoc meeting within your club or group. Below is a step-by-step guide on how to utilize this function effectively:

1. Click the "Meeting & Events" tab in the left menu of the member portal. 

2. Click on the "Gear" icon located in the upper right of the screen.
   

3. Choose "Attendance". A list of meetings and events will show.
   
   
   Configuring Tracking Data: If you haven't already configured the type of information that you need to capture for regular meetings, click the "Gear" icon again.
   

At the bottom of the screen, in the "Attendance Tracking Settings" box that shows, select the information types that you need to capture for meetings. 

Click to select options and enter in default hours (if applicable.) Then click "Save Changes".

Note: This configuration sets the information to track for any regular meeting and only needs to be done once in order to set the overall portal configuration for meetings and events. You may change the settings at any time - but be aware that changing the settings will change the settings for all regular meetings. 

4. Under the "Actions" heading to the right, click the "Take Attendance" icon. 
   
   

5. In the "Attendance List" window, simply click the box to the left of the name to indicate attending, enter hours, means, etc. - whatever data is applicable. The hours will automatically be filled by the length of the meeting.
   
   

Makeups - Some groups track "Makeups". Click the "Makeup" box to indicate a makeup meeting. Click the meeting that is being made up from the drop-down menu . Only meetings that have been indicated as eligible for  makeups will show in the list. 



Guest Attendance - Click the blue "+" button at the bottom of the screen. In the "Guest Attendance" window, select the guest from the "previous Guests" drop-down menu or click "Add New Guest" to add a new guest. Click "Save" when finished. The guest name will show under the members at the bottom of the screen. From there, select "Attended", and other applicable information.

6. When finished click "Save". Note: To review or update attendance for a specific meeting, repeat steps 1 - steps 3, as indicated above. 

Future Development:

Generating Reports

The attendance data collected will be used to generate reports, allowing you to review attendance trends and statistics over time.

Printing Attendance Sheets 

For clubs or organizations that prefer manual tracking, printable attendance sheets will be available. Administrators will be able to track attendance data manually and later input it into the portal.

Integration of Meetings & Events

Attendance data from various events, committee meetings, and ad hoc gatherings will automatically populate into the attendance function, streamlining data management.

Integration with Dues Billing

In the future, attendance tracking, including meals during meetings, will be integrated into the dues billing function. This allows for easy billing of applicable charges directly through the portal.

Member Profile and Dashboard Update

Data captured through attendance tracking will be collected and summary information will display on the individual member's dashboard regarding volunteer hours and meetings attended, if the administrator chooses. 

- - - - - - - - - - -

By following these steps and embracing upcoming features, you can efficiently manage attendance records and enhance the functionality of your organization's member portal.