Click the Peopletab in your lefthand navigation menu.
Open the List of Participants
Locate the participant in your List of Participants
There are several tools to navigate your list of participants.
You can type a whole or partial name into the search bar. The list will filter down as you type to match your search criteria.
You can scroll down the list to find the name. By default, 25 participant records will appear on one page. At the bottom right, use the menu to change how many participant records are displayed per page, and use the arrows to navigate through different sections.
Click the pencil icon to open the participant's record.
Navigate to the Participation tab of the participant's record.
Existing Participation records are listed in the table. To create a new participation record for the individual, click Add Participation +
On the Edit Participation form, enter data for the Activity, Session, Date (type or use the calendar), Status (e.g., Present, Absent), Start Time, End Time, and optional Notes.
Update the Start and End Times to the actual participation times if precise tracking is needed. If only the duration matters, adjust the end time accordingly—for example, set it to 1 a.m. to record one hour of service.
The participation date cannot be in the future unless the Status is marked as Excused Absence, which can be future-dated, as such absences are often reported in advance.
Custom fields may appear at the bottom of the form; required custom fields are indicated by a red asterisk.
Click Save Participationwhen finished.
A green message confirms that the data was saved.
Editing an Existing Participation Record
To edit a participation record, click the pencil icon next to the record you would like to edit.
This opens the Edit Participation modal window. In this window, you can edit the Status (present, absent, etc.), Start Time, End Time, Notes, and any custom fields as needed.
Click Save Participationwhen finished. A green message confirms that the data was saved.
Deleting an Existing Participation Record
Click the trash can icon next to the participation record you want to delete.
A prompt will appear asking you to confirm the deletion. Clicking Yes, delete will remove the participation record for the individual.