Add New Services
Click the People tab in your lefthand navigation menu.
Open the List of Participants
Locate the participant in your List of Participants
There are several tools to navigate your list of participants.
You can type a whole or partial name into the search bar. The list will filter down as you type to match your search criteria.
You can scroll down the list to find the name. By default, 25 participant records will appear on one page. At the bottom right, use the menu to change how many participant records are displayed per page, and use the arrows to navigate through different sections.
Click the pencil icon to open the participant’s record.
Navigate to the Services tab of the participant’s record.
Any previously provided Services will be listed in the table. To add a new provision for a service, click Add Service +.
A small modal window will appear. Select the Service from the drop-down list, the date the Service was provided by typing in the date or using the calendar control, and any notes about the service provided. Click Save Service. The newly added Service will be listed in the table.
Editing a Service
To edit an existing service record, click the pencil icon.
Deleting a Service
To delete a service record, click the trash can icon to the right of the service record summary. Then, follow the prompts to confirm the deletion.