1. Open and log in to the Greet & Attend App.

  2. You will see 4 different options:

    • Track Attendance by Person - Take attendance for an Activity, Sunday School, Small Group, or Worship Service event by selecting each individual attender by name.

    • Track Quick Count Attendance - Take attendance for an Activity, Sunday School, Small Group, or Worship Service event by entering a total number (count) of "Regulars" and/or "Visitors".

    • Add Individual - Choose to add a new family or to add an individual to an existing family. You have the option of entering title, gender, first name, last name, address, city, state, zip code, member status, relationship, home phone, mobile phone, work phone, email, and email 2. (At minimum, you need to enter a first name, last name, and relationship for each new individual. All other fields are optional.) You also have the option to add a photo of the individual by taking the photo from your device’s camera or selecting a photo from your device’s photo gallery.

    • Add Event - Create a new Activity, Sunday School, Small Group, or Worship Service event for attendance tracking. The new event will be added to the database and will also display in the SK Membership Manager for attendance tracking and reporting.

  3. When selecting Track Attendance by Person, you will be presented with a date picker. Select the date for which you will be taking attendance, then touch [OK].


  4. Next, you will see a list of your events. Switch between "Activities", "Sunday School", "Small Group", and "Worship Service" events by using the drop-down menu in the top left-hand corner of the list. Tap once on the event for which you will be taking attendance.


  5. If you're tracking attendance for...

    • an Activity, Sunday School, or Small Group: you'll be presented with a list of all individuals who have the selected Activity, Sunday School, or Small Group in their Individual Profile. Tap an individual's name to attend them to the selected event for the selected day. The attendance is saved automatically.


      Helpful Tips: 

      • To switch to "Quick Count" attendance tracking for the selected event and day, touch the () menu in the top right-hand corner and choose "Quick Count". Enter the total number of "Regulars" and/or "Visitors" attended, then touch [Save] in the top right. (Remember: if you're also tracking attendance by person for this event, only enter Quick Count attendance to reflect those who you did not already attend by name.)


      • To attend someone who is not already in Servant Keeper: touch the () menu in the top right-hand corner and choose "Add Visitor". Choose to add a new family or to add an individual to an existing family. You have the option of entering title, gender, first name, last name, address, city, state, zip code, member status, relationship, home phone, mobile phone, work phone, email, and email 2. (At minimum, you need to enter a first name, last name, and relationship for each new individual. All other fields are optional.) You also have the option to add a photo of the individual by taking the photo from your device’s camera or selecting a photo from your device’s photo gallery.

      • To attend someone who is already in Servant Keeper, but not on the attendance list: touch the () menu in the top right-hand corner and choose "Find Individuals". Search for the individual's name and select them for attendance. You will see a prompt giving you the choice to add the person to the class/event. If you choose "Yes" to this prompt, the individual will be attended and the selected class/event will be added to their Individual Profile. If you choose "No" to this prompt, the individual will be attended, but the class/event will not be added to their profile.

      • To select or deselect all of the names on the list: touch the () menu in the top right-hand corner and choose "Attend All" or "Unattend All".

      • To Email the people in the list (regardless of whether or not they attended on the selected day): touch the () menu in the top right-hand corner and choose "Email All". The "Email All" option will use the email service set up on your device (phone or tablet). The email addresses will be inserted into the "BCC" field, as you would see if emailing a group from Servant Keeper. All emails from the listed individuals' Individual Profiles (E-Mail, Email2, and Email3) will be used, if present.

      • To Text the people in the list (regardless of whether or not they attended on the selected day): touch the () menu in the top right-hand corner and choose "Text All". The "Text All" option will allow you to use the text message service set up on your device (if applicable) to send a group text message to everyone on the list. The phone number used will be the "Cell Phone" number found in the individuals' profiles, if present. The group text message will be a standard group message where all members of the group can see all other members' replies. When sending text messages, standard text messaging rates may apply based on the subscriber’s plan with their mobile phone carrier.

      • To change the way the names in the attendance list are displayed: touch the () menu in the top right-hand corner and choose to display the list by "Last, First Name" or "First Last Name".


    • a Worship Service: you have the option to search for individuals to attend by typing in a name at the top of the list. The search in this area is a "Contains" search, meaning, searching "Joh" would pull up "John Doe" as well as "Bob Johnson". Alternatively, tap "Show All Records" to list all enabled profiles within your database. (Please know: showing all records may affect app performance depending on the technical specifications of the device you're using and the number of individuals you're displaying.) Further filter your results list by selecting a Member Status at the top of the list. When a specific Member Status is selected, only individuals with that Member Status will be displayed in your attendance list. Tap an individual's name to attend them to the selected event for the selected day. The attendance is saved automatically.


      Helpful Tips

      • To switch to "Quick Count" attendance tracking for the selected event and day, touch the () menu in the top right-hand corner and choose "Quick Count". Enter the total number of "Regulars" and/or "Visitors" attended, then touch [Save] in the top right. (Remember: if you're also tracking attendance by person for this event, only enter Quick Count attendance to reflect those who you did not already attend by name.)

      • To select or deselect all of the names on the list: touch the () menu in the top right-hand corner and choose "Attend All" or "Unattend All".

      • To see a list of only those individuals who are attended to the selected event and day, touch the () menu in the top right-and corner and choose "View Attended". The "View Attended" area will show a list of those marked as attended as well as total count of those attended to the event at the top of the view. Click the back arrow in the top left-hand corner of the window to go back to the complete attendance tracking list.

  6. When tracking attendance by person, you'll notice an () icon to the right of each individual's name. Touch this icon to see additional options for the selected individual.
    • Edit Profile - Choose this option to edit the information found on the individual's profile. All fields displayed within the profile can be edited. You have the option of editing title, gender, first name, last name, address, city, state, zip code, member status, relationship, home phone, mobile phone, work phone, email, and email 2. You also have the option to update the photo of the individual by taking the photo from your device’s camera or selecting a photo from your device’s photo gallery. 

    • Add Note - Choose this option to enter a public or private note. Public notes will be visible to anyone who has access to the individual’s profile. Private notes will be visible only to you.  

    • (555) 555-5555 - Select any of the numbers listed next to the phone icon to call the selected number. Numbers displayed will include Home Phone, Cell Phone, and Work Phone. The device must be enabled to make calls in order to utilize this feature.

    •  (555) 555-5555 - Select any of the numbers listed next to the envelope icon to send a text message to the selected number. Numbers displayed will include Home Phone, Cell Phone, and Work Phone. When sending text messages, standard text messaging rates may apply based on the subscriber’s plan with their mobile phone carrier.

    • email@email.com - Select any of the email addresses listed next to the envelope icon to send an email to the selected email address. Emails displayed will include E-Mail, Email2, and Email3. This feature will use the email service set up on your device.

  7. When selecting Track Quick Count Attendance, you will be presented with a date picker. Select the date for which you will be taking attendance, then touch [OK].


  8. Next, you will see a list of your events. Switch between "Activities", "Sunday School", "Small Group", and "Worship Service" events by using the drop-down menu in the top left-hand corner of the list. Tap once on the event for which you will be taking attendance.


  9.  Enter the total number of "Regulars" and/or "Visitors" attended, then touch [Save] in the top right. (Remember: if you're also tracking attendance by person for this event, only enter Quick Count attendance to reflect those who you are not attending by name.)