The Attendance Management setting is an optional setting in sessions, and allows for open sessions, limited capacity sessions, or closed sessions. Session capacity is viewable in the daily view of the Agenda, as well as the expanded session view.

️⚠️ Caution, the Attendance Management setting is not a replacement to a full session check-in system.

Enable Attendance Management

Status

From the drop-down, select the appropriate status for the type of Attendance Management for this session.

  • Open - Anyone can add the session to their personal agenda, with no limit.
  • Closed - No one can add the session to their personal agenda. Attendees can be added to the session in the Socio Platform by clicking Add Attendees in the Current Attendees section, and selecting the appropriate users. Any attendee attempting to add this session will receive the denial message. The "Customize the denial message" option becomes available when the Closed status is selected.
  • Limited - There is a specified maximum number of attendees who can add this session to their personal agenda. When this number has been met, any attendee attempting to add this session will receive the denial message. The "Customize the denial message" option becomes available when the Closed status is selected.

Maximum Attendance

The Maximum Attendance field becomes editable if the Limited status has been selected. Enter the maximum attendees that this session can hold (AKA seats).

Denial Message

The Denial Message field applies to the Closed and Limited statuses only. The default Denial Message is shown. If you wish to customize this message, select the Customize the denial message checkbox, and the field will become editable.

Current Attendees

The Current Attendees field shows the attendees that have added this session to their personal agenda, or have been assigned to this session. To assign this session to attendees, click the Add Attendees button, search for the attendee's name and click them. You can also export the list of attendees who have added this agenda to their personal agenda.

You're ready to rock Attendance Management! 🎸Another way to impact personal agendas is the Preset Agenda feature. The Preset Agenda option is great when editing in bulk. Interested in learning more about Preset Agendas? Check this out!
   

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