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Assigning an Event Roster

Table of Contents

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1. Scroll down and click "Events Management" on the submenu

Scroll down and click "Events Management" on the submenu

2. Under the "Events Management" section, locate the event you want to assign

Under the "Events Management" section, locate the event you want to assign

3. Click on the "View Event"

Click on the "View Event"

4. Click "Roster"

Click "Roster"

5. Click "Slot Facilitators" to assigna facilitator to this slot

Click "Slot Facilitators" to assigna  facilitator to this slot

6. Click "Program Management" on the left side menu

Click "Program Management" on the left side menu

7. Scroll down and select all facilitators

Scroll down and select all facilitators

8. Then assign the "Primary Facilitator"

Then assign the "Primary Facilitator"

9. Scroll down to the "Add Registrants" section

Scroll down to the "Add Registrants" section

10. Please, keep in mind that only clients enrolled in the program for the event can be added to this event slot.

Please, keep in mind that only clients enrolled in the program for the event can be added to this event slot.

11. Scroll down to find all clients or use the filters

Scroll down to find all clients or use the filters

12. Select all clients you wish to enroll

Select all clients you wish to enroll

13. You can click "Add to This Slot" to enroll directly, or click on "Add to Waitlist" if needed

You can click "Add to This Slot" to enroll directly, or click on "Add to Waitlist" if needed

14. Once added, scroll up to find them under the "Enrolled Registrants" section or under the "Waitlist" section

Once added, scroll up to find them under the "Enrolled Registrants" section or under the "Waitlist" section

15. You can use the "Export" functionality

You can use the "Export" functionality

16. Cand click "Back to Event" when finished

Cand click "Back to Event" when finished