Use Cases
Run a Meetup and Confirm Attendance
Schedule a meetup in Create, then Submit attendance list in Follow Up.
Situation
You’re running a live session and need people to sign up for an occasion, then lock who attended so results (and certificates) can complete.
Outcome
The meetup is published with occasions; learners sign up in Learn; after the occasion ends, an administrator updates the Attendance list and clicks Submit attendance list in Follow Up. People marked as attended can finish in Learn, and certificates can issue when configured.
Who
Collaborators and administrators create the meetup in Create. Only administrators submit attendance in Follow Up. Learners sign up in Learn.
Path
- Create and configure the meetup (occasions, capacity, visibility) in Meetups.
- Set certificate issuance if needed — Certificate Configuration.
- Learners choose an occasion in Meetups in Learn. Reserved and Attending are different seats — a soft hold is not signup. They Cancel reservation while Reserved, or Unattend when Attending and cancellation is still open.
- After the occasion has ended, open Meetup Attendance: mark who attended on the Attendance list, then Submit attendance list (and confirm you cannot change it afterward). Rows with a Reserved chip never finished as attending.
- If someone needs another date after missing, Unblock them from Blocked coworkers in Follow Up (or Manage attendees in Create), then they can sign up again in Learn.
- Learners with a passing result find certificates in View and Download.
Tips
- Meetups use the same Visibility and targets setup as other content, including mandatory when you need it. People who already see the meetup—or a program that includes it—can be added as Attending in Create; others land as Reserved.
- Removing visibility or adding blocking prerequisites moves Attending back to Reserved while keeping the soft seat.
- You can start marking checkboxes after the occasion starts, but Submit attendance list stays disabled until it has ended.
- After submit, the button shows Attendance list submitted—there is no edit path. If nobody was on the list, you may see Submit 'Nobody attended' instead.
- Collaborators and managers do not finalize meetup attendance in Follow Up—that step is administrator-only.
- Soft reservations appear with a Reserved chip on the attendance list—a hold until the seat becomes Attending. They expire automatically at the last registration date (or when the occasion starts, if none is set).
- Skillhabit already emails one week and one day reminders before registration closes (for Reserved seats with access) and before start (for Attending)—you do not need a separate nudge for those cases.
