🔒 To add children, you'll need the Create children permission enabled
Entering Children's Information
Adding children is likely the first step you'll be completing to set up your Famly account. This article will walk you through how to add individual children and how to create child profiles in bulk.
Add an individual child profile
To add a child's information:
Click on Children in your sidebar and make sure you're in the Overview tab
Click on Add child
From here, you can enter:
The child's name
Their gender (girl, boy, or not specified)
Their room
Date of birth
Start date
You can also connect this child to any siblings that attend the same setting
In the Contact details tab, enter their contact's information
By clicking on + Add another contact, you can add multiple contacts in one go
Next up, you can invite the child's contact to join Famly. This enables them to log in to the app and view their child's profile and the setting's feed. This is also an advantage as the parent can complete the child's profile, by filling out the rest of the information for you!
Just choose Parent from the dropdown (or Family for a limited access role that can only see newsfeed posts)
Enter their email and click Save and invite
Importing children's information from another software
Find out more about importing children's information from another software by clicking the link below:
Importing children's information from a spreadsheet
If you would like to import children's information from a spreadsheet:
Click on Children in your sidebar and make sure you're in the Overview tab
In the top right corner, click Import
Once you're on the Import screen, you'll see a link to download a sample file which shows how best to set up your spreadsheet for uploading. Once you've made sure your child information spreadsheet matches the sample import file, click on Upload to preview your child information.
You may notice some errors in your file, which will be flagged in the first column. Usually, this is just a case of fixing a spelling mistake or amending a date format.
Managing a child's profile and information
You can edit a child's profile or information as needed, to ensure that it's kept up-to-date. Parents can also do this, as they are the experts, but it's also possible for you to manage. To learn more about how to add information or edit a child's profile, click below:
How to change a start date
Sometimes a parent may defer the start date they chose for their child. To change this:
On the upcoming child's profile, click on the About tab
From the menu on the left, select the Registration and Room Moves tab
Next to Dates, click Edit
Here, you can change the start date (as below)
