In this article:
Entering Children's Information
Creating profile's for the children and staff at your setting is one of the first steps you need to complete when setting up, or when a new child starts.
To add children, you'll need the 'Create Children and Staff' permission enabled.
To add a child's information:
Log in to the app
Click Get Started
Select Children from the menu
Click on Add child and a new window will open (as below)
As a minimum, you'll need to enter:
the child's name
the room they'll be starting in
their start date
If you wish to, you can also add the child's gender as 'not specified', 'boy' or 'girl' and their date of birth.
You can choose to send a log in to the child's parent from here too. You'll need to add at least one parent or carer's name and their email. 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!
Click 'Add' when you're done
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:
Log in to the app
Click Get Started then Children
Click Add child and add a test child (this activates the import module)
In the top right corner, click Import
A new screen will open where you can download the file template, to demonstrate how the data on your children should be laid out.
Once you have the children's data in the spreadsheet (according to the example child shown), delete the example child and save the spreadsheet as an XLSX, XLS, or CSV format.
Click Upload on the page to choose your file and add it to the app.
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 Registration, click Edit
Here, you can change the start date (as below)
I need more help: