Create your first program or space
Create your first program or space
Programs are the spaces your participants join. A program holds the content, events, community, and progress for a course or a cohort in one place. Participants are the people in the program — the same people you may call clients or students. You can start from a program type template or build from scratch.
Start the wizard
Click the + button in the header and select Space. This opens the program creation wizard, which has two steps: Choose Type and Configure. When it creates your organization’s first program, it ends on a third step, Invite.
Option 1: Use a program type
The first step asks “What kind of program are you building?” and shows a gallery of program types organized by category. Each type card includes a short description and two buttons: Details and Select.
Click Details to see a full breakdown of what the wizard will create for you — the sections, activities, events, and channels that come pre-built. When you’re ready, click Use This Template.
The Configure step shows a form on the left and a summary panel on the right. Fill in:
- Icon and color — Pick a visual identity for your program
- Program name — What participants will see
- Type-specific fields — Depending on the type, you may be asked for a start date, call frequency, session duration, or other details
The summary panel on the right shows what the wizard will set up for you. When everything looks good, click Create Program.
After a moment, you’ll land in your new space (for your organization’s first program, after the invite step) with a welcome message and a Setup Checklist in the bottom-right corner. The checklist walks you through what to do next — like adding participants, connecting your calendar, or reviewing your curriculum.
Option 2: Build from scratch
If you’d rather start empty, click Skip and build from scratch in the wizard header, or use the build from scratch link on the type selection page.
You’ll go straight to the Configure step with just the basics:
- Icon and color
- Program name
Click Create Program and you’ll get an empty space. From there, add sections, activities, and apps as you go.
Invite your first participant
After you create your organization’s first program in the app, whichever way you start the wizard, it ends on Invite your first participant. It shows once: later programs take you straight to the new space. If you can’t invite people in your organization, you skip it.
- Emails: type one or more addresses. Each person is invited as a participant of the new program.
- Or share a join link: your program’s registration page, which opens without signing in. Click Copy link to copy it and share it however you like.
- Preview the join page: opens that registration page in a new tab, the page your invitees land on.
If your program is a Draft
A new program starts as a Draft, and the step says so: invitees can join once the program is published. Until then, the join link shows Coming soon.
- Publish and invite: confirm, and the step publishes the program and its registration page, then sends your invites. With no email typed, it copies the join link instead.
- Invite later: takes you to your new space without publishing or inviting.
- Send without publishing: sends the invites now. People can open the program once you publish it. Copy link also works while the program is a Draft.
See Publish your program.
If your program is published
Click Send invite to email your invites, or Copy link to share the join link. I’ll do this later takes you to your new space. You can invite people any time from the program or from Admin Area → Users.