Record Detail
Getting Started
IntroductionFlock
OverviewMembersMember ProfileHouseholdsDashboardCampaignsChildrenEngagementImportOnboardingReportsSteward
OverviewDashboardSessionsNew SessionSession DetailDepositsNew DepositDeposit DetailDonorsDonor ProfileMerge DonorsPledgesRecurring GivingOnline GivingGiving PagesImportBank FeedBulk ActionsStatementsFundsDonor JourneyReportsGather
OverviewDashboardCalendarCheck-In PickerCheck-In ConsoleAttendance RecordsRecord DetailChildren's Check-InChildren's ConsoleOrder of ServicePlan EditorAbsence AlertsReportsSongsChurch HealthServe
OverviewDashboardTeamsTeam DetailVolunteersVolunteer DetailScheduleSongsSetlistsSetlist DetailAvailabilityBlackoutsConfirmationsReportsCircles
OverviewDashboardGroupsGroup DetailGroup FinderLeadersJoin RequestsAttendanceLapsed MembersUnassignedMessagingReportsService Record Detail
GatherAccess:Super AdminLead PastorPastorElderReporting Only
Getting Here
Navigation: Gather → Records → (click a service row)
You can also reach this page from the Dashboard (click a completed service) or from the Calendar detail drawer.
Overview
The Service Record Detail page is the canonical view for a single service instance. It combines attendance data, service lifecycle management, order of service, giving summaries, and volunteer slot information in a unified command centre. This is the page pastors and administrators use to review a service after it has been completed, or to manage a service while it is active.
Fields & Controls
Hero Banner
| Field | Type | Description |
|---|---|---|
| Service Title | Display | The service name derived from the pattern name (e.g., "Sunday Morning"). Raw date-based titles are cleaned to show the pattern name. |
| Date & Time | Display | Full date (weekday, month, day, year) and time displayed in the tenant timezone. |
| Campus | Display | The campus where the service was held. |
| Status Badge | Badge | ACTIVE (with pulsing indicator), COMPLETED, SCHEDULED, or CANCELLED. |
| Lifecycle Actions | Dropdown | Status transition buttons. Available actions depend on the current status (see Actions below). |
KPI Cards
| Field | Type | Description |
|---|---|---|
| Total Attendance | KPI card | Combined count of adults and children (from both individual check-ins and headcount records). Shows the breakdown (e.g., "142 adults, 38 children"). |
| Adults | KPI card | Count of adult attendees (individual check-ins plus headcount adults). |
| Children | KPI card | Count of child attendees with percentage of total attendance. |
| First-Time Visitors | KPI card | Count of attendees with VISITOR membership status. Shows "Follow-up needed" if any visitors are present. |
Tabs
| Field | Type | Description |
|---|---|---|
| Attendance Tab | Tab | Shows the individual attendee list with filtering, search, and pagination. Default tab. |
| Order of Service Tab | Tab | Shows the plan items for this service, if a plan exists. |
Attendee List (Attendance Tab)
| Field | Type | Description |
|---|---|---|
| Filter Chips | Filter | Filter the attendee list by: All, Adults only, or Children only. |
| Search | Text input | Search attendees by first or last name. |
| Avatar | Display | Coloured circle with the attendee's initials. |
| Name | Display | Attendee name in "Last, First" format. |
| Membership Status | Badge | MEMBER (green), REGULAR_ATTENDEE (blue), or VISITOR (amber). |
| Check-In Time | Display | The time the attendee was checked in. |
| Remove Button | Button | Removes the attendance record after confirmation. Only visible to users with edit permissions. |
| Pagination | Controls | Shows 50 attendees per page with page navigation. |
Cross-Module Summary
| Field | Type | Description |
|---|---|---|
| Giving Total | Display | Total giving amount from Steward batches linked to this service instance. |
| Volunteer Slots | Display | Count of filled volunteer serve slots from the Serve module. |
| Plan Duration | Display | Total duration of the order of service plan items. |
| Check-In Sessions | Display | Number of check-in terminals that were used during this service. |
| Check-In Method | Display | How attendance was recorded: "Name search", "Headcount", "Roster", "Mixed methods", or "Manual entry" with terminal count. |
Actions
Service Lifecycle Management
The lifecycle dropdown in the header allows status transitions. Available actions depend on the current status and your role:
- SCHEDULED → ACTIVE: “Start Service” — blocked if more than 24 hours before the scheduled time; shows a warning if 2–24 hours before
- ACTIVE → COMPLETED: “Mark Complete” — requires confirmation
- ACTIVE → CANCELLED: “Cancel Service” — requires confirmation
- COMPLETED → SCHEDULED: “Restore” — revert to scheduled status
- CANCELLED → SCHEDULED: “Restore” — revert to scheduled status
Add an Attendee Manually
- Click the + Add Attendee button above the attendee list
- Search for a member by name (minimum 2 characters)
- Results are grouped by household for easier identification
- Click a member to add them to the attendance record
- If the member is already recorded, a notification will inform you
Remove an Attendee
- Hover over an attendee row to reveal the remove button
- Click the remove button
- Confirm the removal in the dialog
- The attendee is permanently removed from this service's attendance record
Close a Check-In Session
If check-in terminals are still open for this service, a “Close Session” button appears next to each active session in the cross-module summary area.