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Implementing Attendance Tracking in Schedly

Last updated on Jul 07, 2026

Overview

Schedly's attendance tracking feature empowers organizations to efficiently manage participant attendance for events and services. Leveraging powerful integrations and comprehensive analytics, users can seamlessly monitor attendance trends and optimize event management. This feature is ideal for businesses looking to maintain high levels of engagement and accountability among participants.

Prerequisites

  • Access to the Schedly platform with administrative privileges
  • A subscription to at least the Pro Plan to access the Insights feature

Step-by-Step Instructions

Setting Up Attendance Tracking

  1. Log in to Schedly: Navigate to the Schedly login page and enter your credentials. Use the "Sign in with magic link" option if you prefer passwordless login.
  2. Create an Event Type: Click "Schedly Services" in the main navigation. Select the New button to set up a new event type. Fill in necessary details such as event name, description, and duration. Ensure the Requires confirmation checkbox is enabled if attendance needs to be monitored keenly.
  3. Set Participant Limits: In the event configuration page, specify the number of available seats by entering the appropriate number in the Seats field.
  4. Save the Event: Click the blue Save button to finalize your settings.

Managing Attendance

  1. Monitor Attendees: Use the Insights feature from the main menu to view current attendance status for your events. It provides real-time data and visualizations.
  2. Handling No-Shows and Cancellations: Access the specific event from the Schedly Services section to manually update attendance records. Mark individuals who did not attend or canceled as needed.
  3. Generate Attendance Reports: In the Insights section, use the Export button to generate a report on attendance in either CSV or PDF format. This can be customized by filtering event-specific data.

Integrating with Third-Party Tools

  1. Set Up API Access: Enable API access in Schedly's settings for integration with your CRM or other third-party platforms.
  2. Use SAML/OIDC: If your organization supports single sign-on, set up SAML/OIDC integration for seamless user authentication.

Key Details & Limits

  • Attendance tracking is available only on the Pro Plan and above.
  • Schedly's API allows for custom integrations, necessary for external attendance tracking tools.
  • Maximum event duration is capped at 120 minutes per event.
  • Exportable formats for attendance reports include CSV and PDF.

Frequently Asked Questions

  1. How do I update attendance after an event has occurred?

    • Access the relevant event in Schedly Services and manually update the attendance list.

  2. Can attendance reports be generated automatically?

    • Currently, reports must be manually generated using the Export function in the Insights section.

  3. Does Schedly support third-party attendance tracking tools?

    • Yes, you can integrate via Schedly's API for custom solutions.

  4. What should I do if participants can't confirm attendance?

    • Ensure the "Requires confirmation" option is enabled in the event settings.

  5. Is it possible to automate reminders for event participants?

    • Yes, configure automatic email reminders in the event settings to maximize attendance.

Troubleshooting

  • Participants can't log in with magic link: Ensure they are checking the correct email address inbox and searching for the Schedly email.
  • Attendance not updating in real-time: Refresh the Insights page or check your network connection.

Related Topics

  • Setting Up Schedly Integrations: Learn how to connect Schedly with other software.
  • Creating Custom Event Types: A guide on tailoring events to meet specific needs.
  • Using Insights for Business Analytics: How to leverage Schedly's data features for improved decision-making.