        HELP
        /
        PARTICIPANTS
        /
        CREATE A PARTICIPANT
      

Create a participant

A participant is one record — name plus an email, guest code or phone number — shared across every bundle and course they take at a single client. This walks through adding one by hand from the Participants page.

        4 MIN READ
        UPDATED 4 AUG 2026
        DASHBOARD → PARTICIPANTS
      

BEFORE YOU START

You need a client selected in the Client filter at the top of the Participants page, and at least one bundle already created for that client — creating a participant always assigns them to a first bundle at the same time.

Open the form

Participants live inside a client, so the page needs one selected before anything else shows.

1

Open Participants from the sidebar and choose the right Client from the filter row.

2

Choose Create Participant, top right of the page.

Four fields, one of them optional.

3

Pick the Bundle to enrol them in straight away. This is required — a participant can't be created without going into at least one bundle first.

4

Enter First Name and Last Name, both required.

5

Optionally type an Email or Unique Code. Anything shaped like an email address is stored as their email; anything else is stored as an access code instead. Leave it blank and an 8-character code is generated for you.

6

Choose Create Participant to save. A success message repeats the identifier back to you, which matters most when it was auto-generated.

screenshot — Participants page, Create Participant modal

The Create Participant modal, with Bundle, First Name, Last Name and the optional identifier field.

Adding a phone number, or more than one identifier

Creation only accepts one identifier. If you also want to record a phone number, or fill in all three (email, guest code, phone), save the participant first, then open Edit from their row — every field there is independently optional, but at least one of the three must remain filled in.

A COMMON MISTAKE

Creating a second record for someone who already exists at this client, just to put them in another bundle. If they're already in your list, use Manage bundles on their existing row instead — see Assign and remove bundles.

If something isn't working

"Participant already exists in this bundle"

The email or code you typed already belongs to a participant in the selected bundle. Find them in the list and use Manage bundles to add a different bundle instead.

The Bundle dropdown is empty and won't let me submit

This client has no bundles yet. Create one before adding participants.

"First and Last name are required"

Both name fields are mandatory even for a guest/code-only participant — there is no anonymous, nameless record.

What next

Most participants end up in more than one bundle over time. Once this one exists, add the rest of their bundles from the same list.

Assign and remove bundles

Read the participant detail page

Did this help?

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Create a participant

Open the form

Fill in the modal

Adding a phone number, or more than one identifier

If something isn't working

What next