Add Attendees from a Tag¶
This function allows you to mark everyone that is in your Tag present in a meeting. The Tag can have both members and non-members of the Involvement. You also have the option to enroll any of those people as members as well. If you choose to add the non-members to the Involvement, their enrollment date will be the date of the meeting, and their attend type will be as a Member, not as a Guest.
This selection, Add Attendees From Tag, is under Blue Toolbar > Gear on the Meeting page.
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If you plan to use this option weekly, you can add and remove people as needed. You do not need a new Tag for each meeting.
Use Case 1
To record attendance for a large Involvement in which most of the members attend each week, tag everyone who is a member of the Involvement (as well as any regular guests, if you choose), and mark everyone in the Tag as present at that meeting in one step. Then, remove the check mark from the Attended box for any who did not attend that week. In other words, you would only have to do anything for those who were not marked present on the roll sheet or who did not sign the attendance pad, if that is how you track attendance in a worship service.
Use Case 2
To record attendance for meetings that occurred in the past, use this option to enroll those in your Tag when you record their attendance. Because this gives them an enrollment date of the meeting date, it eliminates the step of enrolling the members and then having to change their enrollment date to a date prior to the first meeting.
For example: a class has several meetings before the Involvement is created in your TouchPoint database. Adding Attendees from a Tag makes it easier to create that history. Anyone who did not attend that first meeting can be unchecked on the meeting page.
- Step 1
Create your Tag. Remember, it can contain both Involvement members and non-members.
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- Step 2
Create the Meeting for the Involvement.
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- Step 3
Select Blue Toolbar > Gear > Add Attendees From Tag.
Select your Tag from the Choose A Tag drop-down list and click Select Tag.
If your Tag contains people who are not currently members of the Involvement, and you want to enroll them as members, check the AddAsMembers box. If you leave the box unchecked, the non-members will be counted as guests.
Click Add Attendees.
Once the process finishes, you will see a completed date and time. It takes a few seconds, depending on the size of the Involvement.
Close the dialog box.
- Step 4
Select Editing in the header box of the meeting and uncheck any who did not attend.
Note
If you do not check the AddAsMembers box, all non-members will be listed as a New Guest, Recent Guest or a Visiting Member, depending on their status.
See also
Latest Update |
10/23/2026 |
Updated the Add Attendees From Tag menu path, dialog labels and steps, Use Cases, and Involvement terminology, replaced the screenshot, and removed the outdated training video.