There are two ways to create a Donor Profile
Create a Donor Profile from the Donors section
1. Navigate to the Donors section on the menu.
2. Click on the green + New Donor button.
3. Fill out the information on the Create Donor Profile screen and click Continue.
You can now use your newly created donor in a Custom Donor Meeting simulation.
Create a Donor Profile during the Custom Donor Meeting Practice Sesssion Form
1. From the Dashboard, select Custom Donor Meeting
2. In the Practice Session Setup Form, click the Choose a Donor box, then select + Create a New Donor
3. Fill in the donor information. First Name, Gender, and Donor Type are required fields. Click Continue to return to the Practice Session Setup Form.
4. Your newly created donor profile will now be pre-selected for your Custom Donor Meeting
5. From here, you can continue to create additional profiles or move forward with a Custom Donor Meeting simulation.