Take roll after a meeting

A group's leaders take roll after each meeting, and office staff can too. It takes a minute on a phone. Roll is how Trellis notices when someone has been missing, so it can put them on the leader's list.

Open the roll call

Any of these opens the roll for a meeting:

• The button at the top of the group, which shows what the group owes next: Take roll tonight, or Take roll for Oct 14 when last week's roll is still open.
• Attendance, then the meeting. A meeting still waiting for roll says Take.
• On This week, Take attendance under the meeting, in the days before the group's first meeting.

On a phone, open your group: on the night, its next meeting card has Take roll tonight (days before, it says when you'll take roll).

Mark who came

1. Tap each person who came. Their name turns on.
2. Tap a name a second time for let us know: away, but they told you.
3. Tap a third time to mark them away.

Everyone marks the whole roster here, and No one marks them all away, so you can start from either end. The top of the page counts how many are here.

There's nothing to save. Each tap is kept as you make it.

Guests

Under Guests, the people who have visited before are listed. Tap a name to mark them here. Each shows "first time" or how many times they've come before.

For someone new, type their name in A guest’s name and press They came. Trellis makes a record for them and marks them here.

For anyone whose name you didn't catch, use the Unnamed guests counter at the bottom.

What happens to a named guest depends on the group's kind. Where the kind follows up on visitors, they go on the group's visitor list for a follow-up. Otherwise they're kept as a guest of the group and nobody is asked to follow up. See Kinds of group and Visitors.

Finish

Press Done, which also shows how many were here. It takes you back to Attendance.

If the group didn't meet

While nobody is marked yet, press Didn’t meet. Add a reason under Why (optional) if you like, then press Cancel the meeting. The date stays on the schedule, marked cancelled. It won't ask for roll or count toward attendance or the check-on list.

If you've already marked people, press Start over first. You can bring a cancelled date back with Restore.

Fix it later

• Open Attendance, pick the meeting, and change the marks.
• Or open the person from People. Under Attendance, each square is a meeting. Click one to change it.
• Start over on the roll call clears every mark and the guest count, and the meeting goes back to not taken. People, notes and prayers stay.

Write it up instead

At the bottom of the roll call, Write it up instead lets you describe the night in a paragraph. Silas, where your church has him on, reads it into the roll for you to check. See Write up a meeting.

See and print attendance

Attendance shows about how many come each week, averaged over the last eight meetings with roll, and every past meeting with who came and any guests. A meeting with a quill beside it has been written up.

• Print opens the group's attendance as a PDF.
• Export opens Export attendance: choose the dates, then Download a PDF, or pick a shape and press Download the spreadsheet.

Only meetings with roll are included. Someone on the roster with no mark on a meeting with roll counts as away.

Office staff can export every group at once: on All groups, open the more menu beside Email groups and choose Export attendance.

Still stuck? Ask Silas