Manually Logging Event Attendance

Summary

Instructions for manually logging attendance for an event in ScheduleOnce for Salesforce at University of St. Thomas.

Body

instructions for manually logging event attendance 
Some scenarios require a Salesforce user to manually log an event with a student. 

To log an event with a student in Salesforce → open the Retention App or Academic Counseling App → Open the contact record page of the student → select the "Log Event Attendance" button → complete with necessary information such as subject, start and end date, event status, appointment status, and also change the assigned user to who conduct the event with the student. → select save to save the event record → verify the event in the contact's activity history timeline. 



Some issues that might arise. 

Make sure you are in either the Retention App or Academic Counseling App because the  "Log Event Attendance" button is only visible on the contact record page while in those apps. 
To change app select the 9 dot waffle underneath University of St. Thomas logo in top left corner of Salesforce screen.

Select "Log Event Attendance"

Enter any relevant information here

Look for the event in the history of the timeline

Details

Details

Article ID: 158457
Created
Wed 4/17/24 1:19 PM
Modified
Mon 11/9/26 11:25 AM

Attachments

png

contactrecordpage.png  · 200 KB Computer

Wed 4/17/24 12:20 PM
png

logeventattendence.png  · 182 KB Computer

Wed 4/17/24 12:20 PM
jpeg

Succesfulssavedevent.jpeg  · 279 KB Computer

Wed 4/17/24 12:20 PM
;