Connection Card Pro Help & Documentation

Ways to Record Attendance

We understand that the culture and operation of every church is different. That’s why Connection Card Pro has created multiple options for recording and tracking attendance. You can use the options which work best in your situation. We have seen how different ways of recording attendance work better for different groups within the same church.

Attendance can be recorded in the following ways:

• Through the kiosk / Check-In
• Digital Guest Cards for First Time Guests
• "Did you Attend" Automated Messages to Members
• Recorded by an admin user from:
• The Person List
• In a Person’s Profile
• Using the Mobile app check-in feature
• Using the Mobile app headcount feature
• Recorded by a group leader:
• Using the Mobile app check-in feature
• Using the Mobile app headcount feature

Recording Attendance Through the Kiosk

Using either the self-check-in kiosk, or the service counter screen, you can check-in individuals. When they check-in their attendance is automatically recorded. Both methods will require you to first set up your check-in settings, including selecting the meeting time that you would like to record attendance for. You can change these settings at any time by going to Check-in Settings. These settings will apply to both self-check-in and service counter. For help in checking in through the Kiosk see Kiosk Settings for Check-In or all of our other Kiosk help documents.  

Digital Guest Cards for First Time Guests

Allow your 1st Time Guests the option to record their Attendance when filling out a Digital Guest card for the first time.

When a first-time guest completes a digital guest card (based on the options you’ve chosen when setting up the digital guest card and choosing for record attendance option) they can choose to have their attendance recorded on this day. You can set up your Digital Guest card for in People > Digital Guest Cards. For more information on using digital guest cards, please refer to our digital guest cards tutorial.

“Did you Attend” Automated Messages to Members

When the “Did you Attend” feature is enabled in your settings here and in your Dept communication settings, you can create automated text and email alerts asking individuals if they attended. If enabled, individuals within your church, or in a chosen department, will automatically receive an email or text message with a simple yes or no button asking if they attended earlier today. If you have multiple service times, individuals will be able to choose which one they attended. Go to Communications > Settings > Automated Communication Settings.  See our help document on Did you Attend automated alerts for more information.

Ways Admin Users Can Record Attendance

Any Admin users with permissions for people and attendance can record attendance in any of the following ways:

1. From the Person List 

From the Person List you can record attendance for a whole group or large number of people at a time, making attendance recording quick and easy.

From the menu:
People > View People (Or Person List Shortcut)

• Click on names to select or use the Groups filters at the top to pull up a group when recording attendance for a certain group.
• Select names by clicking on to highlight for those you are recording attendance for.
• Scroll to Batch Action at the bottom and under “actions” select Record Attendance / Mark as Present.
• Choose the meeting time or group attended and the date and click Go.

2. Recording Attendance in a Person’s Profile

From the menu:
People > View People > Click View for that individual

• Click on the Attendance tab.
• Record attendance.

3. Recording attendance through the Mobile App

Using the mobile app, all administrative users can record attendance for any meeting time or group, along with group leaders with admin permissions. Group leaders without admin permissions can record attendance, headcounts and add people only for the groups they are a leader of. We’ve seen some churches entrust this to a handful of volunteers who will walk around during their service or look around while sitting and check-in the people that they see and recognize

In the mobile app:
Menu > Check In People > Choose a meeting time.

• Then tap on each name you’d like to check in and tap check in on the top right. When recording attendance for the same meeting time on the same day, duplicates will be ignored. This means that multiple volunteers recording attendance for the same service do not need to coordinate with each other and can freely check-in anyone that they see without fear of duplication.

OR

In the mobile app:
Menu > Check In People > Choose Meeting time or Group > Tap name to check in. 

• Then tap "Check In" in the upper right corner to save your check-ins.

This will display only the meeting time or group’s roster, allowing you to choose individuals from this group to check in.

4. Recording Attendance via a Headcount

If you are only tracking the number of people or would like to also track the total number in addition to anyone you’ve already marked as attended, you can enter that number as a headcount. You can add a headcount from your desktop or from the Mobile App.

From your Desktop:

Add “Record Attendance” to your shortcuts at the top of the left menu to create a shortcut that can be entered from any page. Click on your Record Attendance shortcut icon to enter your numbers and Save changes.
Or

From the menu:
Services > Record Headcount

Or also,
From your Home page, click on the record attendance star. Enter your headcount and select if this includes or is in addition to anyone already marked as attended, choose the meeting time and date, and click save.

Headcount in the Mobile app:

Anyone with Admin permissions can add a headcount (or check-in) People using the mobile app.

Open your mobile app and click on Menu in the lower right corner.

To add a Headcount, click on Headcount > You can click the plus to add as you count, or enter a number from your count and choose Event/Meeting Time this headcount is for from the options listed below, and click Done and Save