How do I set, verify, and clear Attendance in the Schedule?
Overview This article explains how attendance works in Ambiki. You’ll learn how to mark attendance from the Schedule, when a reason is required, how to verify or clear attendance, how to distinguish between clinic-initiated and patient-initiated cancellations, and how attendance options behave for future scheduled events.
What can I do with Attendance in the Schedule?
The Schedule allows you to track and manage attendance for each event. You can:
Mark attendance as Present, Client Canceled, Clinic Canceled, No Show, Absent, or Other
Add a reason when an event is not marked Present
Verify attendance from the event or the patient profile
Clear or update attendance as needed
How do I set Attendance for a patient?
Step 1: Open the Schedule From the left navigation menu, select Schedule.
Open the Schedule
Step 2: Select the event and select patients Select the event on your schedule and select the patients by checking the box next to their names.
Click the event and select patients
Step 3: Select an attendance status Select Attendance and select a status: Present, Client canceled, Clinic canceled, No show, Absent, or Other.
Click Attendance and select a status
Step 4: Add a reason when required and Save If the status is not Present, enter a reason. You can use Same reason to apply one reason to all selected patients.
Add a reason when required
Step 5: Verify attendance The attendance status and reason, if provided, will appear under the patient’s name.
Verify attendance
Note: In the Schedule calendar, for events after tomorrow, Present, No show, and Absent are disabled. You can still mark cancellations or other statuses, or wait until the session date.
How do I clear a patient’s attendance in the Schedule?
Step 1: Open Schedule On the left navigation, select Schedule.
Open Schedule
Step 2: Select the event and select patients Select the event on your schedule and select the patients, by checking the box next to their names.
Select the event and select patient
Step 3: Select attendance and Clear Select Attendance and select Clear
Select attendance and Clear
Q&A
Q: Why do I have to enter a reason for some attendance statuses?
A: A reason is required for any attendance status that is not Present. This helps your team track missed or canceled sessions consistently.
Q: I do not see the Clear option in the Attendance dropdown. Why?
A: The Clear option only appears when at least one of the selected patients already has attendance recorded for that event.
Q: Why are Present, No show, and Absent disabled for a future session in the Calendar view?
A: For events after tomorrow in the Calendar view, those statuses are disabled. You can still mark cancellations or other statuses, or wait until the session date.
Q: How do I distinguish between client and clinic cancellations?
A: When marking attendance for an event in the Schedule, select Clinic canceled for clinic-initiated cancellations or Client canceled for patient-initiated cancellations.
Q: Can I update attendance after it has been saved?
A: Yes. Open the event, select the patient, and choose a new attendance status. Click Save to update it.
Kim Luster
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