Getting started

Importing participants

Bring in a whole roster from a spreadsheet instead of adding people one by one.

Use Import at the top of the Participants screen. Download the template, fill in the spreadsheet, save it as CSV, then upload it.
The template has columns for First Name, Last Name, Date of Birth, guardian name, email and phone, emergency contact and phone, Allergies and Medical Notes.
Only first and last name are required. Rows with no name are skipped. Dates can be written as YYYY-MM-DD or M/D/YYYY.
You'll see a preview and a count before anything is created.
Import fills in the basic chart. Medications, care plans and the medical and TB forms are added on each chart afterward.

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