Adding multiple participants or volunteers at once

Adding multiple participants or volunteers at once

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.




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