How to Enroll a Participant

When a participant has already been entered into another program, you can enroll them in your program without creating a new record.

Bekah K. avatar
Written by Bekah K.
Updated over a week ago

To enroll a participant:

  1. On the navigation bar, click Participants.

  2. Go to Enroll Participants.

  3. Search for the participant you wish to enroll. To see all un-enrolled participants, do a blank search.

  4. Check the box next to the particiapant's name.

  5. Enter the Program Start Date.

  6. Click Enroll Participant. 

For more information on enrolling participants, click here.
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Please contact customer support if you need more information or additional assistance. 

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