Beneficiaries

Beneficiaries are the people your programme serves. The registry keeps their details, their programme enrolment and a log of every service they receive.

Register a beneficiary

1. Programs & M&E → Beneficiaries → New beneficiary.
2. Enter the full name and, optionally, a reference number.
3. Enrol them in a programme.
4. Record gender, date of birth, phone, email and location.
5. Add a category (e.g. cohort, disability type, village).
6. Set the status — active, inactive, graduated or exited.
7. Toggle consent on file if the participant has consented to data storage.

Case & services log

Open a beneficiary and use the Case & services log to record each interaction:

• Choose a type — service delivered, case note, referral, assessment or follow-up.
• Add a subject, the details, and the outcome.

The Activities attended tab shows every activity they took part in, so you have a full picture of each participant's journey.

Next step

Activities & attendance →