Help Center

Customize the participant portal and sign-up pages

In Settings > Participant Portal > Portal & screens, edit the Participant Portal card: welcome text and video, logo, banner and accent colour, support contacts and FAQs, and engagement features such as Let participants save and finish later. Click Save Changes and use Preview.

ForStudy owners & adminsUpdated

Where to find it

Settings > Participant Portal > Portal & screens

Before you start

  • You can manage study settings: Study Owner, Study Manager or Administrator.

Edit the portal

  • Welcome Content: headline, subtitle, description, an optional video, and the estimated time per session.
  • Branding: logo, banner image and accent colour.
  • Support & FAQ: contact name, email and phone, a help page link and frequently asked questions.
  • Engagement Features: Let participants save and finish later, Show progress indicator and motivational messages.

Click Save Changes, then Preview to see it as a participant.

Other participant screens

  • Visit templates: text shown before and after a visit's questionnaires.
  • Completion rule (study default): resume within the window or complete in one session.
  • Thank-you page: the title, message and next steps at the end of sign-up.
  • Participant Safety Messages and Support messages: what participants see when an answer crosses a safety rule, including crisis resources.
  • Enrolment & consent: enrollment links, consent delivery and participant rights (share a sign-up link).

Was this guide helpful?

Next in Emails, texts & remindersCheck whether an email was sent (email log)

Related guides

Still need help?

Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.

Please never send participant names, contact details or health information to support.