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 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)

  • Enter the child's name, date of birth, room, Start date, Parent name, and Parent email, as a minimum

  • You can choose to send a log in to the child's parent from here too.
    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'

  • 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 add information or edit a child's profile:

  • Log in to the app

  • Use the search bar (top right) to find the child's profile, by typing in their name.

  • Select the right child from the search results to bring up their profile.

  • Once in the child's profile you can:
    - add to their activity feed, in the 'Activity' tab
    - change or add to the child's information in the 'About' tab, by clicking 'Edit'
    - add or edit the child's contacts in the 'Contacts' tab
    - manage the child's Plans/ Schedule, Bill payers, Purchases, and Deposits
    - add observations and assessments about the child in the 'Journey' tab
    - add notes in the 'Notes' tab, by clicking 'Add note'
    - create an accident or incident report in the 'Reports' tab

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