Your program settings help you set yourself up for success and customise your program's look and feel.

This article explains what you can find in your program settings. For guidance on how to get the most out of them, view our customisation tips.

You can find Program settings in your program dropdown menu in the top navigation bar.

How do I manage my signup form?

From program settings, you can:

• Copy the link to your unique signup link that lets people register for your program, or invite participants in bulk.
• Preview the form.
• Activate or deactivate the signup form link. For example, if your program has reached maximum capacity you can deactivate the signup form by toggling off the Active button on the right side (it will be greyed out once deactivated). Anyone who tries to register once the link is deactivated will be notified that registrations are closed.

How do I set a target number of participants?

Set the number of mentors and mentees you are aiming to have in your program. This target will be reflected on your Program Coordinator dashboard.

How do I turn Self Match on or off?

Activate or deactivate Self Match. When Self Match is activated, participants are able to browse mentors and mentees within the program and request a mentoring connection themselves.

How do I limit open match requests?

Specify a maximum number of open requests a single participant can make. This only applies to requests from the participant and does not include accepted, declined and cancelled requests. Changing this value will not impact any currently open requests, and by default it is set to Unlimited requests.

How do I customise my program's look and feel?

Customise the look and feel of your program by changing the program name, colour and logo.

To ensure your logo is clear throughout your dashboard and signup page, use the following specifications:

• Height: 81px
• Width: up to 477px
• Orientation: landscape
• Format: PNG
• Background: transparent

How do I edit the signup form welcome message?

Change the message your new members see when they land on the signup form. This is a great place to introduce the purpose of the program and its benefits, or any rules you have in place.

How do I edit the Program Coordinator loop introduction?

Edit the first message your participants receive in their one-to-one loop with the Program Coordinator. This welcomes them to the program and introduces them to next steps.

Top tip: On the right-hand side are special codes that you can copy into the introduction message to automatically include the participant's first name. This saves you from changing the message for each new participant and makes it more personal.

What new participants see:

How do I edit the new match email notification?

When you create a new loop for two participants, they will be sent an email notifying them that they have been matched and introducing them to their partner. You can customise the default email notification message from program settings.

Note that when you create a new loop, you'll still have the opportunity to not send the email, or to customise the message content individually.

How do I add a dashboard introduction message?

This lets you add an optional message for all your participants to see on their dashboards. You can write your message on the left and preview it before posting.

What participants see at the top of their dashboard:

Top tip: It's supported by Markdown syntax, which lets you format your message, change fonts, add links or add bullet points.

What is Programme configuration?

Programme configuration is a dedicated section within Program settings for managing integrations and advanced settings, including AI features, security, and match limits. You can access it by scrolling to the bottom of your Program settings page and clicking Programme configuration.

How do I manage integrations?

The Integrations section lets you control which third-party tools are available to participants in your program. Each integration can be toggled on or off independently.

• Zoom — Let participants create and share Zoom meeting links in their loops.
• Slack — Let participants connect Slack to receive loop notifications and messages in Slack.
• Calendar sync — Let participants sync their mentoring meetings to their calendar.
• Microsoft Teams — Let participants create and share Microsoft Teams meeting links in their loops.

All integrations are active by default. To disable an integration, toggle it off, the toggle will turn grey when inactive.

How do I manage advanced settings?

The Advanced section gives you control over AI features, security, and match configuration for your program.

• Generative AI features — Enable AI-assisted features and AI meeting note-takers for your program.
• Refer a friend — Allow participants to refer others to join the program.
• Notify other coordinators — Send notifications to all Program Coordinators, not just the one who took an action.
• Enforce MFA — Require participants to set up multi-factor authentication when logging in.
• Default max matches — Set a default limit on the number of active matches a participant can have at one time.
• Program resource hub URL — Add a link to an external resource hub (such as an intranet page or learning platform) that participants can access from their dashboard.