How to Add a Participant?

Participants are clients who receive services through the system. Adding them correctly helps ensure that shifts, funds, and schedules are linked accurately. Follow the steps below to add a new participant and manage their information effectively.

Step 1: Access the Add Participant Option

You can add a participant in two ways:

Alternatively, navigate to the Participants section in the left-side menu and click + Add Participant on the top right of the Participants List page.

From the Dashboard, click + Add New Participant under the “Total Client” section.
(Refer to the screenshot for visual guidance.)

Step 2: Fill Out the Participant Details

Once you click + Add Participant, a form will open where you can enter the participant’s information.

Key fields include:

Name – Enter the participant’s full name.

Email – Input a valid email address for communication.

Phone/Mobile – Add the participant’s phone number.

Address – Include the complete address for record-keeping.

Language – Select the participant’s preferred language from the dropdown menu.

Nationality – Type or select their nationality.

Religion – Choose the appropriate religion from the list.

Marital Status – Specify whether the participant is Single, Married, Divorced, etc.

Gender – Select between Male or Female.

Client Status – Choose Active if the participant is currently enrolled, or Inactive otherwise.

These fields help ensure all essential information about the participant is accurately stored in the system.

Step 3: Save the Participant

After filling in the details, click the Add Participant button.
A confirmation message will appear, and the participant will now be visible in the Participants List.

Step 4: Verify the Entry

You can now see the newly added participant in the list with details such as:

Name

Gender

Email

Mobile

Address

Unit

This confirms that the participant has been successfully added to the system.

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