Attendance and checkout

Attendance and checkout

Two things happen at the end of a session: you mark who turned up, and you check them out. Both are done from the session view, and they are separate steps — a client can be marked attended without being checked out.

Attendance

Mark each participant as attended or no-show.
Best practice is to do this once the session has ended, but it can be done in advance if that suits how you work.

Checkout

Checkout is where the session gets paid for — it is the moment a credit comes off a Class Pack.
One exception, and it only affects bookings clients make themselves. If you turn on Require product to book in Settings → Online booking → Access & checkout, a client booking online must use a product at the moment they book, and the checkout happens there and then. Bookings you add yourself are unaffected. See  How clients book .
You have five options for each client:
  • Use a product they own — deduct a credit from their active Class Pack, or check them out against a Membership. The everyday case.
  • Buy a new one on the fly — if their pack has run out, sell them a new Class Pack or Membership from inside the checkout, without going to their profile first.
  • Use someone else's package — check them out against another client's Class Pack. This is for couples, families and friends who share a pack between them.
  • Do not charge — check them out without taking anything. A trial class, a session on the house, or making good on one that went wrong.
  • Skip checkout — move on without checking this client out, and come back to it later.

Undoing a checkout

Cancelling a booking undoes its checkout and returns the credit. So a client who is cancelled out of a session — by you or by themselves — never ends up out of pocket, whichever way credits are being deducted. See  How clients cancel .

When a session is fully closed

Once every client has been checked out and the session is in the past, it appears in grey on the calendar. That is your signal that nothing is left outstanding on it.

The quicker ways to do this

  •  Self check-in  — a tablet at the door where clients check themselves in, marking attendance and checking out against their package in one tap.
  •  Walk-ins  — adding, attendance and checkout in a single flow for someone who arrives without a booking.

Related articles

  •  Class Packs 
  •  Walk-ins 
  •  How clients book 
  •  How clients cancel