The Participants page gives you a full view of everyone your organization supports—whether you call them students, clients, or residents. From here, you can quickly search, filter, and manage each participant’s profile and progress.
👀 What You’ll See
View participant records – Click a participant’s name to open their full profile.
Quick access links – Use the shortcuts on the right side of the screen to jump directly to an individual’s:
Goals
Notes
Calendar
Routines
Documents
Assessments
Click a participant’s name to open their full profile, or jump straight into a specific section using the links on the right.
⚙️ Actions You Can Take
Search for a participant by name
Add a Participant manually
Import Participants using a spreadsheet
Filter your list by:
Status (Active or Inactive)
Group
Invitation Status (Accepted or Pending)
📌 Note: This page defaults to showing only active participants. Use the filters to view inactive records as needed.