Invite participants to your program
Invite participants to your program
There are two steps to getting participants into a program: first invite them to your organization, then add them to a specific program. You can also do both at once.
Invite to your organization
Open Admin Area > Users and click Invite in the header. The Invite Users modal lets you:
- Emails — Enter up to 20 email addresses at a time. You can paste a comma-separated or newline-separated list
- Role — Choose Invite as Client or Invite as Admin
- Add to Spaces — When inviting clients, you can select one or more programs to add them to right away. Clients added this way skip payment for paid programs
- Invitation Message — Optionally customize the message they receive
Click Send Invitations. Each person gets an email with a link to join. New users create an account first; existing upcoach users are added directly.
Add existing members to a program
If someone is already in your organization but not yet in a specific program, you can add them from within the program:
- Open your program and go to Members in the sidebar
- Click Add Members
- Search for members by name or email
- Click Add Selected
This does not send a new invitation email — it adds them to the program immediately.
Resend invitations
If someone hasn’t accepted their invitation yet:
- Individual: Open Admin Area > Users, find the user, open their row menu (three dots), and click Resend Invitation
- All pending: In Admin Area > Users, open the header dropdown menu and click Resend Invitations to resend to everyone who hasn’t accepted yet
What participants see
When a participant clicks the invitation link, they land on a page that says “You’ve been invited to join” with your organization name. New users enter their name and accept the terms. Then they click Join [Organization Name] and they’re in.