Adding Learners

How admins and supervisors add a learner, what fields are required, and how learner limits affect the flow.

Who can add a learner?

Only admins and supervisors can create learners. Therapists cannot create learners.

How to add a learner

Go to Learners.
Click New learner.
Enter the learner's first name and last name.
Optionally add date of birth and notes.
Click Create learner.

After creation, the app takes you to the learner overview page.

Required and optional fields

Required: first name and last name.
Optional: date of birth and notes.

If a date of birth is entered, it must be a valid date.

Billing behaviour to know

On the Free plan, the app allows one learner. If your organisation needs to add another learner, the create flow redirects to a Pro upgrade message instead of saving the record.