Add your clients

One at a time (every plan)

1. In the portal menu, click Clients.
2. Under Add a client, enter the Full name and Email. Admins can also pick a Case manager.
3. Click Add client. The client gets an email invitation.

Upload a CSV (Starter and up)

1. Under Upload a CSV, click Download the template.
2. Fill in full_name and email for each client (up to 1,000 rows). Optional columns: client_id, funding_source and case_manager_email.
3. Choose the file. Rows with a problem are skipped and listed with their line number.

Sign-up link (Starter and up)

Under Sign-up link, click Create link and share it, for example in a class. Clients who join this way arrive unassigned. Click Make a new link (old one stops working) or Turn off to stop it.

Your clients agree first

Each client creates their own login and ticks a box agreeing that your organization can see their progress, completion and certificates for the courses you give them. Until then you see only their name and email. A client can stop sharing at any time.