Adding a New Family

Watch Help Centre Video     

•       Click on the people or dashboard section
•       Type in the name of the parent/responsible person and click 'search'
•       Click on ‘add family’
•       Type in the title of the parent, preferred name, full name (must be first and last name,) and gender
•       Next, type in the children’s name(s) one after the other making sure to include a date of birth.
•       Add a phone number, email and at least their state and postcode in the address section.
•       Ask survey question if set up (e.g. how did you hear about us?)
•       Click ‘add family’
•       If you've set up automated welcome emails, the family will receive one once they've been added to the system