1. Login and click on the Encounter
Sessions/Retreats button.
2a. From the overview screen, click once on the desired session to select it.
b. Click the quick add icon
.
3a. The Add Participant window opens. Enter the name and other details into each field. Note: Required
fields
are: Last Name, First Name, Phone or Email.
b. If this is the only Participant you
will be adding at this time, click Save
& Close. If you’d like to add
another participant at this time, click Save & Add New. Repeat this process
until all participants have
been entered.
4. NOTE: The application will notify you if you are adding a participant who already exists in the system.
This will prevent double entries of the same record. This feature is also enabled for volunteers.
5a. The same steps can be used to add one or more Volunteers. In addition to
the required fields,
you will enter Primary Role, Secondary Role, and some
additional fields. These fields will assist you
in assigning volunteers to
specific table groups or assigning them certain responsibilities based on
their
skills and preferences.
b. Just as above, if this is the only volunteer you will
be adding at this time, click Save &
Close.
If you’d like to add another volunteer at this time, click Save & Add New. Repeat this process
until
all volunteers have been entered.