The icons at the top of the Participants page let you carry out actions for multiple participants at once. Select the participants you want to act on, then choose from the actions below.
What bulk actions are available?
Once you have selected one or more participants, the following actions are available:
- Message participants
- Schedule a meeting
- Tag participants
- Add to a Group Loop
- Make Available / Unavailable
- Change status
Message participants
Send a message to one participant or many at once. Find out more about messaging an individual participant or sending a bulk message to your whole programme.
Schedule a meeting
Find out more about scheduling meetings with participants.
Tag participants
Find out more about how to create tags and how to edit and remove tags.
Add to a Group Loop
Find out more about Group Loops and how to use them in your programme.
Make Available / Unavailable
Participants can set their own availability for matching, but you can also update availability on their behalf from the Participants tab.
Change status
Move participants between Active and Benched in bulk. Select the participants you want to update, choose Change status, and select the target status.
Find out more about managing participant status, including when to bench and when to remove.
Bench instead of remove
The normal flow is Active → Benched → Active. Benching pauses participation and preserves loops, profile data, and history, making reactivation straightforward. Removing a participant is a last resort, reserved for people who have permanently left your organisation or breached conduct. When in doubt, bench.