How to Add Participants in Able
Able provides a streamlined process for adding participants to your projects. This guide will walk you through the steps to add participants individually, in bulk or invite client organisations to add Participants themselves.
What you will learn
Access the Participants section in Able.
Add a single participant.
Add participants from a file.
Quickly add existing participants.
Invite clients to add participants.
Access the Participants Section
There are several places within Able that you can add a Participant from depending on what level or type fo thing you want to add you want to add them:
Quickly add a single Coachee to a new Coaching program with just taht one person.
Add Participants to an existing Program, so that it's easier to add them to all Components of a Program (recommended).
Add Participants to an existing workshop.
To begin adding participants, navigate to the 'Participants' section from the main dashboard. This can be found on the left-hand menu of the Able interface.
Add a Single Participant
Click on 'Add Participant' and select 'Add Single Participant' from the dropdown menu.
Fill in the required details such as name, email address, and mobile number.
Click 'Create Participant' to add the participant to your project.
Add Participants from a File
Select 'Add Participants From File' from the 'Add Participant' dropdown.
Follow the instructions to upload a CSV/XLSX/XLS file containing participant information.
Map the columns correctly and confirm the data.
Click 'Add Participants' to complete the process.
Quick Add Existing Participants
Choose 'Quick Add Existing Participants' from the 'Add Participant' dropdown.
Select the participants you wish to add from the list of existing organization people.
Click 'Add Participant Selection' to add them to your project.
Invite Clients to Add Participants
Select 'Invite Client to Add Participants' from the 'Add Participant' dropdown.
Confirm the email invitation to allow clients to add participants to the project.
Clients will receive an email with instructions to add participants.
