Participants are people in your coaching or leadership development project. 

To add a Participant, click on the “+” in the upper right.  

You can add multiple Participants at once, and you can always add more later. You can assign your Participant to a Coach now, if you have multiple Coaches on a project. And, you can reassign to a different Coach later. 

 

If you choose, you can send your Participants a welcome message by clicking on the checkbox "Include a welcome message for Participants". The default message can be edited to include a customized welcome and specific information regarding your program.

 

If you prefer to send a welcome message at a later time, you may do so by clicking on the envelope icon at the top corner of the participant's tile.

You have the option of using the default text or customizing the message.