• Create a Signup Page for each project

• Embed the Signup Pages on your website

• Receive notifications whenever someone signs up

Get more guidance: 1. SIGNUP part of your Participant Journey

• Conduct a baseline survey, questionnaire or outcome assessment

• Collect information about dependents, emergency contacts, referees, referral agencies and other related contacts using additional forms

• Use flags to record important information such as Safeguarding concerns, Medical considerations and more

Get more guidance: 22a. INITIAL ASSESSMENTASSESS: part of your Participant Journey

• Allocate each person / client / patient / service-user / lead / volunteer, etc to one or more projects

• Move them between the Waiting List and the Enrolled list

• Book them into upcoming group sessions and/or 1:1 appointments

Get more guidance: 3. ASSIGN: plan your Participant Journey

• Send an automated yet personalised Welcome Email with details of the sessions they are booked in to attend

• Receive and reply to SMS messages - e.g. containing their questions, requests for more information or a heads up that they’re running late

Get more guidance: 64. RESPONDINFORM: plan your Participant Journey

• Record attendance and observations at sessions

• Create reports that show attendance levels, demographics and more

• Store sensitive case notes and restrict their access

Get more guidance: 5. PARTICIPATEPROVIDE: part of your Participant Journey

• Compare baseline, midpoint and endpoint results to calculate Distance Travelled - the improvement over time for an entire cohort, a segment or an individual

• Collect qualitative stories with pictures, video, audio, attachments and more; and arrange them into themes by coding them with labels

Get more guidance: 7. LONGITUDINAL SURVEYS6. RE-ASSESS: part of your Participant Journey

• Record progress towards expected and unexpected outcomes

• Quantify your impact with customisable dashboards you can create for each funder, manager and stakeholder

Get more guidance: 87. OUTCOMESCOMPLETE: part of your Participant Journey