Managing Participants

Adding, editing, and managing client and participant profiles

This section covers everything related to managing participant profiles — from adding and inviting participants to editing profiles, moving between courses, and signing out. Use the guide below to find what you need.

Adding participants

Want to add a participant to the system manually? → Adding Participants to the System

Have participants in an Excel file and want to import them? → Importing Participants to ActiveNow

Want to invite participants to register in the Client Panel? → Inviting Participants to Register

A participant can't log in to the Client Panel? → Participant Can't Log In to the Client Panel

Participant profiles

Want to see what information is available on a participant's profile? → Participant Profile Information

Want to collect extra information about a participant (e.g. ID number, health details)? → Collecting Additional Information about a Participant

Want to configure proficiency levels at your school? → Configuring Proficiency Levels

Have duplicate participant profiles and want to merge them? → Merging Duplicate Participant Profiles

Want to assign skills linked to a participant's proficiency level? → Assigning Skills to Participants

Can't find a participant in the list? → Can't Find a Participant in the List

Courses and enrolment

Want to move a participant to a different group? → Moving a Participant Between Group Courses

Want to sign a participant out of a course? → Signing Out a Participant from a Group Course

Accidentally deleted a participant and want to restore them? → Restoring a Deleted Participant