After a session is complete, you must mark attendance for the session, which also acts as the first step in creating an invoice for payment. 

There are five attendance types in Owl Practice.  These appear from left to right when selecting a session in the Calendar View: 

• Attended - this means the client attended the session.
• Cancelled - if a client cancelled a session within the range of your cancellation policy, use this status to record the cancellation but not bill for it. This status can also be triggered if a client cancels from the Client Portal.
• Late Cancelled - if a client cancels at the last minute, it may require additional charges or otherwise be recorded. This will generate an invoice.  This status can also be triggered if a client cancels from the Client Portal.
• No Show - for the unfortunate situation where a client does not cancel and does not attend a session.
• Non-Billable - these sessions are attended, but for some reason are not counted towards an invoice or balance.

These statuses will also appear on the session it is designated for in the Calendar View.

There are three ways to mark attendance:

From the Calendar View:

• Open the Session Overview Window by selecting a session and then select the appropriate attendance icon.

• Or by selecting a session and selecting More Info and selecting the the status from the Attendance drop down menu.

From the Clients View:

• After selecting the client from the Clients View,  head to Sessions & Notes and select the checkbox next to the session you are marking attendance for, opening the green edit bar.  Select Mark Attendance and choose the appropriate attendance option.

From the Workflow:

• Head to the Workflow and then Attendance under Billing. Then select the checkbox next to the session you are marking attendance for, opening the green edit bar and select Mark Attendance and choose the appropriate attendance option.

When recording attendance from the Client Account or the Workflow views, you can record attendance for up to  3 sessions at a time by simply by holding the Shift key when selecting the checkbox next to the sessions you are marking as attended. When you select Mark Attendance, the attendance status you choose will apply to all the Sessions you have selected.