Create and Manage
Cohorts Efficiently
in Your Program

Cohorts are typically managed inside a program record. Go to Programs, open the correct program, then open the Cohorts tab to view existing cohorts or click Add New to create one.

Cohort dates are used for intake-based operations, scheduling contexts (where enabled), and time-based reporting. Incorrect dates can affect reporting accuracy and how users interpret the cohort timeline.

Yes. Dynamic lists automatically add or remove contacts based on the logic defined by the school. This helps teams avoid manual maintenance and keep segments current.

Yes. In the program’s Cohorts tab, locate the cohort and open it (or use the Actions menu if available). Select Edit, update fields such as name, dates, status, or capacity, then Save to apply changes.