Groups & Programs Overview

Groups & Programs is where you run your classes, workshops, and support groups — enrolling people, holding sessions, and taking attendance as you go.

Programs and groups

• A program is the template — the what. You create it once and give it a name, a short description, and the kinds of cases that can join. You can also set how many sessions count as finishing.
• A group is a real, running class — the when and where. You create a group from a program and give it a location and a schedule (for example, "Mondays 2–3 pm at the Main Street Center").

One program can have many groups. The same program might run as five different groups in five different locations — same plan, different rooms and times.

What you'll do here

• Set up a program — see Creating a program.
• Start a group from that program — see Creating a group.
• Enroll people onto the group's roster — see Enrolling participants.
• Hold sessions and take attendance — see Sessions and attendance.
• Mark people complete when they finish — see Completing participants.
• Export rosters and attendance for reports — see Exporting.

The three tabs of a group

Open any group and you'll find everything in three simple tabs:

• Roster — who's in the group.
• Sessions — each meeting the group holds.
• Attendance — who showed up to each session.