Prerequisites¶

Taking attendance using the app has slightly different requirements than taking attendance using the normal application. Here are the prerequisites for individuals who want to record attendance using the iPhone / Android app:

1. The person must have a user account with Access and Attendance roles. These users can be staff members with full access, or Lay Leaders with OrgLeadersOnly role access. See below for more about Lay Leaders adding Guests.

2. They must also be enrolled as a leader in the organization for which they want to take attendance. See below for information about leaders needing to take attendance for multiple orgs.

3. Of course, they must also download the App, named TouchPoint Mobile, from either the Apple App Store or Google Play. See below for information about branded apps vs free app

Click here for instructions for taking attendance using the app.

Record attendance¶

For information on taking attendance by sub-group, see section below.

Step 1

Login using your TouchPoint username (or email address) and password, the same credentials you use use to logon to TouchPoint on your computer. You will be asked to enter the server name. This will be the same as when you access TouchPoint on your computer, except without https. Example: mychurch The rest of the server name (.tpsdb.com) will display automatically. You only do this the first time you log on.

Step 2

Set a 4-digit PIN and the optional TouchID. Again, this is only the first time you log on.

Step 3

Select the Attendance icon on the home page.

Step 4

Select the Organization for which you want to record attendance. The date and time will default to the schedule on the Organization.

If the organization has multiple schedules, select the one for the appropriate meeting.

Step 5

Touch the names of those in attendance to mark them present. The red x will change to a green check mark, indicating that they have been marked present. Any recent guests will display under the list of members.

If you make a mistake, just touch the person’s name again to remove their attendance.

When finished taking attendance click Back in the top left of the screen. If you need to add attendance for someone after you have finished recording attendance, you can return to the attendance list. Just follow the same steps as above.

Add a Guest¶

Do not proceed without first reading this section about OrgLeadersOnly users adding Guests.

Step 1

While still on the meeting, press New guest in the top right corner, and search for the person using part of a first name and part of a last name, or by their email address or street address.

Note

The person might be in the database, but with different contact information, so you want to search as thoroughly as possible in order to not create a duplicate record. Searching on the iPhone and iPad are a little different than on the desktop version.

Step 2

Once you find the person, touch their name to select them. This will add them as a guest, marking them present for that meeting.

If your Individual Search does not return any results, you have to option to either Search Again or perform a Family Search. The Family Search will allow you to search for someone in that person’s family. If you find a family member, select one of the family members, and add the guest to that family.

If you do not find a family member, press Add New (or the + sign) in the top right corner.

Step 3

Whether you are adding a person to an existing family or creating a new record with a new family, enter the requested information and press Submit.

This will create the new people record, add the person to the bottom of the list (under the Guests heading) and mark the person present.

Note

The system will determine the family position for new records based on age and marital status, so be sure to complete the form for each person.

Sub-Group Attendance¶

If your organizations that take attendance using the App have sub-groups, you can use a feature that will present group leaders only their sub-group as well as any guests in the roll list on the app.