Enrolling participants

People join a group from the Roster tab. You enroll from your existing intake cases, so a group's roster always links back to the real person and their case.

Enroll someone

1. Open the group and go to the Roster tab.
2. Select Enroll participant.
3. Start typing a name to search. Only eligible cases appear — that means cases on one of the program's pipelines that are currently in a new or active step. People who have already graduated or closed are left out.
4. Select the right case, add a note if you'd like (for example, "Transferred from another group"), and select Enroll.

The person now appears on the roster with an Active status and an enrollment date.

The progress bar

Next to each participant you'll see their session count, like 0 / 6, with a small progress bar. As you take attendance, this fills in automatically. If the program set a required number of sessions, the bar measures against that goal and shows a Ready to complete tag once they reach it.

Who can be enrolled

If you can't find someone, check that their case is on one of this program's eligible pipelines and is still active — that's what makes a case eligible to join.