📋 Attendance Dashboard Overview
Why Use the Attendance Dashboard?
Manually tracking who’s attending enough classes; especially across different definitions of “on track”; is time-consuming. The Attendance Dashboard solves this by:
Allowing custom rules for what counts as "on track"
Displaying attendance status clearly on the main dashboard
Supporting staff with tools to follow up and take action
✅ Step 1: Enable the Dashboard
To access the Attendance Dashboard, it first needs to be enabled and configured in your settings. Follow the steps below or watch this Attendance Dashboard Setup - Recess Tv showing the steps to enable it:
Log into your account
Use your administrator or staff login credentials.
Go to your Profile
Click on Tools > Profile from the left navigation menu.
Select “Settings”
From the menu, click on Settings.
If the attendance is not activated yet, an admin user can locate the option in the section “Explore Features” and toggle on Attendance.
Once enabled, Navigate to Attendance Dashboard from the same tab. In the settings menu, look for the Attendance Dashboard section and set up your preferences, including if it will be visible in your main Dashboard:
🎯 Step 2: Define Attendance Rules
Set your custom attendance rules under the following statuses:
Green – Client has attended between 6 and 999 classes in the last 14 days.
Yellow – Client has attended between 4 and 5 classes in the last 14 days.
Orange – Client has attended between 2 and 3 classes in the last 14 days.
Red – Client has attended between 0 and 1 classes in the last 14 days.
Each status must be mutually exclusive; for example following the previous setup, if the client reaches 6 classes, they are in Green rank, so the yellow rank must not be more than 5 classes.
📈 Advantages of Using the Attendance Dashboard
Quickly identify which clients are on track or off track with attendance
Customize tracking rules to match your business goals
Save time with visual insights and downloadable reports
Support retention efforts by acting early on attendance issues
Improve client outcomes with more consistent follow-up and engagement
⚠️ Important Note: To ensure that your clients appear in the dashboard you must assign their home location, also checkout this help center article for multi location features.