When inviting a participant by email instead of using a code, you will need to add the participants to the Participant Module.
When in the Client Portal, you will click on the “Participants” tab on the main page. This will open a new window for your Participant Module. On the top tool bar click “Programs” on the left side. The next screen shows you the current programs you have uploaded. Next to the program you want to add participants to, you will click on “Program Options” and choose– “Invite New Participant”.
Here, you will need to complete all fields required with a red asterisk. Click “Send Invite” to complete the process.