Enrolling Members in Your EAP Program
Certified Clients (EAPs) can enroll members into their program to provide access to free or sponsored meetings. This article explains how enrollment works, how to invite new members, and how to manage enrollment over time.
Enrolled members appear on the Enrolled Members page, where you can track their case information, referral company, meeting participation, and enrollment status.
Enrolled members appear on the Enrolled Members page, where you can track their case information, referral company, meeting participation, and enrollment status.
How Enrollment Works
When you enroll a member:
- You enter their basic information (name, email, referral company, case manager, case number).
- You select the services (meeting types) that apply to them.
- The member receives a welcome email with instructions to activate their HeyPeers account.
- If they do not activate within 3 days, they automatically receive a reminder email.
- Once activated, they can register for eligible meetings at no cost while their enrollment is active.
How to Enroll a New Member
In the Organization Management Module, select Enrolled Members from the side menu.
The Enrolled Members page will be displayed. Select Enroll Member.
The Enroll Member form appears in a pop-up window. Complete the form with the member's information.
Form Fields
Email
Referral Company
Case Manager
Case Number
Meetings per Month / Year
- The email address where the invitation will be sent.
- If the member already has a HeyPeers account, input that email address here.
- Input the member’s first and last name.
Referral Company
- Use the drop-down list to find and select the company or organization referring the member.
- This list is managed on the Referral Companies page.
Case Manager
- Use the drop-down list to select the team member responsible for the case.
Case Number
- Your internal tracking number (optional).
Meetings per Month / Year
- Indicates the number of free meetings the member receives per month or per year, based on your service agreement.
Select the Services
Choose the meeting types that apply to this member. Selecting services does not limit what the member can access. All enrolled members have full access to every meeting type assigned to your organization.
The services you select here serve two purposes:
The services you select here serve two purposes:
- They appear in the welcome email sent to the member when they are enrolled.
- If you mark a service as Mandatory, group leaders will be able to comment on the member’s participation in that service.
Save the member's information by selecting Invite.
After you submit the form, the member appears on the Enrolled Members page with the status Invitation Pending until they activate their account.
What the Member Receives
1. A Welcome Email
When you enroll a member, they receive a welcome email that includes:
When you enroll a member, they receive a welcome email that includes:
- A personalized greeting
- A link to activate their HeyPeers account
- A list of upcoming meetings that match the services you selected during enrollment
2. A Reminder Email (if needed)
If the member does not activate their account within 3 days, they automatically receive a reminder email prompting them to complete their setup.
If the member does not activate their account within 3 days, they automatically receive a reminder email prompting them to complete their setup.