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Enroll Contact in a Program

How to enroll a person, group or family contact in a program

Lauren Kozyra avatar
Written by Lauren Kozyra
Updated over 6 years ago

You have two options for enrolling a contact into a program:

Option 1: Complete program enrollment when you create a contact

Option 2: Complete program enrollment through the Programs tab on a contact dashboard

Program Enrollment When Creating a Contact

To enroll a contact into a program when initially creating them simply complete the Enroll in Programs field at the bottom of the form.  Click on the box and a dropdown of available programs will appear.  Select the program(s) needed. If the program you choose has enrollment categories, those will show above the field. Choose the correct enrollment category before saving.

Program Enrollment Through the Programs Tab

On the contact dashboard, select the Programs tab. A list of all programs in which the contact is enrolled will be displayed.

To enroll the contact in a new program, click the red box with Enroll (contact name) in a new program... and select the program. Repeat this process to enroll the contact in additional programs.

To remove a contact from a program, click the Disenroll option under the Action column of Program History.

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