Join mentoring program step - Doozy Help

A Join mentoring program step adds the participant as a mentor or mentee. It is available on per-person tracks when mentoring is enabled.

Set it up

Add a Join mentoring program step.
Choose the program and the role: Mentee or Mentor.
Choose Add them directly or Ask them first.
Set the day and send time.

Option	What happens
Add them directly	Join when the step runs. The program’s approval requirement still applies. This counts as an invitation and bypasses joining filters.
Ask them first	Send an invitation in Slack. The person joins when they accept, subject to the program’s joining rules. The step finishes when the invitation is sent.

Invitations expire after 14 days. People must answer the program’s required profile questions before automatic matching.

Cohorts

If the person is on a per-person cohort track, they join the program with that cohort. Matching waits for the cohort start and follows the program’s matching schedule. A cohort end date also sets the mentorship’s end date.

If the step can’t run

The step fails and the track continues if the program isn’t active, mentoring is disabled, the person isn’t connected to Slack or they were previously declined for the role. An invitation that can’t be sent also fails. Someone already in the program isn’t added again. See Mentors and mentees for joining and approval rules.