FunJoin

While Participants are typically added by Customers through the Customer Hub, there may be times when you'll need to manually add a Participant using the Admin Panel.

You must <a href="https://intercom.help/funjoin/en/articles/8156641-add-a-customer" rel="nofollow noopener noreferrer" target="_blank">create the Customer Profile</a> before you add a connected Participant.

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Find Customer in Customer Management Table

Click on Customer Name to open Customer Profile

On Customer Profile, click “+” Button under Participants

1. Insert Participant's First Name in First Name Text Field
2. Insert Participant's Last Name in Last Name Text Field
3. Insert Participant's Date of Birth in Date of Birth Date Field
4. (If Needed) Select Participant's Gender from Gender Dropdown
5. (If Needed) Select Participant's Pronouns from Pronouns Dropdown
6. (Optional) Insert Participant Medical Conditions in Medical Conditions Text Field
7. (Optional) Insert Participant's Allergies in Allergies Text Field
8. (Optional) Insert Employee’s Notes in Employee’s Notes Text Field
9. (Optional) Insert Customer’s Notes in Info. (From Customer)Text Field
10. Click “Upload Photo” Button
 1. Select Photo from Computer
 2. Click Open
 1. Crop image in Crop Image Modal Window
 2. Click “Save Changes” Button in Crop Image Modal Window
11. Click “Submit” Button ​

1. Click "Customers" in Top Navigation
2. Find Customer in Customer Management Table
3. Click on Customer Name to open Customer Profile
4. On Customer Profile, click “+” Button under Participants

5. In Create Participant Modal Window,
 1. Insert Participant's First Name in First Name Text Field
 2. Insert Participant's Last Name in Last Name Text Field
 3. Insert Participant's Date of Birth in Date of Birth Date Field
 4. (If Needed) Select Participant's Gender from Gender Dropdown
 5. (If Needed) Select Participant's Pronouns from Pronouns Dropdown
 6. (Optional) Insert Participant Medical Conditions in Medical Conditions Text Field
 7. (Optional) Insert Participant's Allergies in Allergies Text Field
 8. (Optional) Insert Employee’s Notes in Employee’s Notes Text Field
 9. (Optional) Insert Customer’s Notes in Info. (From Customer)Text Field
 10. Click “Upload Photo” Button
 1. Select Photo from Computer
 2. Click Open
 1. Crop image in Crop Image Modal Window
 2. Click “Save Changes” Button in Crop Image Modal Window
 11. Click “Submit” Button ​

Overview

Step-by-Step Instructions

Add Participant in Admin Panel