Prefer to follow along step-by-step?
Use the written instructions below, complete with screenshots.
1. Navigate to the Trainings tab on the left hand side bar on your screen, and then select Training Admin.
2. Select the New Cohort button in the bottom right corner.
3. Select the course you want to enroll participants in.
4. On the page that opens, select Add Participants. 
5. Click Download Template to access the template spreadsheet for adding participants.
6. Remove any example data in the downloaded file and enter your participant information in the appropriate fields.
7. After entering all participant information into the sheet, select and copy the entire dataset.
8. Navigate back to the LeaderFactor app and proceed to Step 2 by clicking Next.
9. Paste the copied participant information into the text box in Step 2. Click Next. 
10. Ensure that your provided information matches with the columns from the template. Click Import.
11. You’ll now see a list of all your participants. If needed, you can edit their information directly in this view. To remove a participant, click the – button on the right side of their row. To add more participants, click Add Participants in the top-right corner.
12. Once your participant information is finalized, click Import Spreadsheet in the bottom-right corner. You’ll be returned to the setup page, where you can review your enrolled participants.
13. Complete all remaining sections.
- Cohort Name
- Invitation Note
- Dates
- Reporting (optional)
- Terms and Pricing
14. Preview your invitation email to ensure accuracy and clarity before sending.
15. Click Save. You’re all set! All enrolled participants will receive an invitation email on the enrollment start date you selected.