Updating participant status

When someone finishes — or leaves — a group, you update their status on the Roster tab. Their history stays with the group either way, so your records stay complete.

Only for roster groups

A drop-in group has no one enrolled ahead of time, so there's no one to mark complete or withdrawn. You won't see these options there. → Drop-in groups

Reading the progress bar

Each participant shows a session count like 4 / 6 with a progress bar. If the program set a required number of sessions, that's the goal you're counting toward, and a Ready to complete tag appears once they reach it. The tag is a helpful nudge — finishing someone is always your call.

Mark someone complete

On the Roster tab, open the menu next to the participant and select Mark complete. Their status changes to Completed, with the date noted.

Withdraw someone

If a participant leaves before finishing, select Withdraw from the same menu. You'll be asked to confirm. They move to Withdrawn status, stay in the historical roster, and won't appear in attendance for future sessions.

Seeing past participants

By default the roster shows active people. Turn on Show completed / withdrawn to see everyone who's been in the group.