Attendance Tracking and Reporting: New Automation Features
Discover how our new automated attendance management capabilities save time and improve accuracy for learning centers.
May 7, 20256 min read
Powerful Features
Key Capabilities
Everything you need to make the most of automation studio.
Visual workflow builder with triggers, actions, delays and If/Else branches
Ready-made automations for leads, students, payments, classes, events, parties and feedback
Triggers for new leads, enrollments, drops, payments, attendance, birthdays and surveys
Email and SMS to families, plus internal alerts to staff by role
Sequences stop automatically when a lead replies by email, text or phone
Automations can update class listings, such as hiding a class or marking it Almost Full
Run logs show every trigger, action and recipient
Copy proven workflows to every franchise
What's inside
A closer look at Automation Studio
Start from a template
Ready-made automations for leads, students, payments, classes, events, parties, attendance and feedback open as editable drafts with the messages already written.
- Payment templates include upcoming reminders, failed payment recovery and late payment chasing
- Attendance templates send first-day welcomes and check in after repeated absences
- Each template card explains in plain English what it does and what you can change
- Nothing sends until you save the draft and switch it to Active
Stop when a lead replies
Add a "Lead replied" check and a sequence ends as soon as the lead answers by email, texts back or calls.
- Check whether the lead replied since the last message or since the workflow started
- Branch on how the lead last replied: email, text or phone call
- Replies still reach your inbox so your team can pick up the conversation
- The lead's timeline shows when an automation stopped and why
Surveys on autopilot
Send feedback surveys on a schedule, alert staff when a parent gives a low score, and ask happy parents for a Google or Facebook review.
- Schedule surveys every few months per family or each quarter, half-year or year
- Skip parents who answered recently so no one is asked too often
- A parent score of 0 to 6 emails your team the scores and comment
- Reminders go only to parents who haven't answered yet
Off-day reminders
Mark blackout dates on a class and a ready-made automation emails enrolled families a set number of days before the class does not run.
- The 'Warn a class before an off day' template is ready to use
- Set how many days ahead the warning goes out
- Filter by class, class type or category to target specific classes
- The email goes to enrolled students and their parents
Branches and filters
Filter triggers and branch on standard or custom fields with AND/OR logic, and add delays from seconds to months.
- Text filters include equals, contains and starts with; number filters include greater than and between
- Lead Updated triggers can check whether a field has changed, and from what to what
- Leads that match no branch go to a None branch, so none are lost
- Quick delay presets range from 15 seconds to 1 month
See every run
Run logs show each trigger check, each action as passed, failed or skipped, and exactly who received the message.
- Each workflow keeps execution logs for 30 days, with a date-range picker
- Every run shows its status, time, who it ran for and how many steps it took
- Trigger checks show the actual value that made them pass or fail
- Action steps show the template used and who received the message
Benefits for Your Institution
1
Answer every new lead without manual chasing
2
Recover failed and late payments automatically
3
Keep families informed about changes and off days
4
Roll out what works to every location
Works Great Together
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