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Inviting Participants and Onboarding
1:33 In English Published October 29, 2026 For program teams
Invite mentors and mentees one by one or import a spreadsheet, review applications, and design the onboarding steps, messages and agreements people see when they join.
Transcript
- 0:04 People join a program by invitation, or by applying. In the user list, you see at a glance who was invited, who accepted, and who is active.
- 0:15 To add people, type them in one by one, or import a whole spreadsheet.
- 0:21 One by one, you enter an email and a name, and decide whether the invitation goes out now or later.
- 0:31 Or upload an Excel or CSV file. Sample files are ready to download, and you match the columns to your profile fields.
- 0:44 You can also open the program for applications. Share the application link, set a closing date, and review each application before people join.
- 0:57 Every message on the way in is yours: the invitation email, the welcome screen, and the message people see when they finish onboarding.
- 1:10 You also choose the onboarding steps: profile, extra questions, availability, calendar and video integrations, and connecting an AI assistant like Claude or ChatGPT.
- 1:23 And agreements, like a code of conduct, are accepted by everyone as they join. You always see who accepted which version.