This article is to assist in correctly linking a contact to a child, and ensuring they are assigned as a contact for Emergency Contact Reporting.
TABLE OF CONTENTS
- Adding a new contact against an account
- Adding Existing contact to an account
- Linking an existing contact to children
- Linking Contact for Emergency Reporting
Adding a new contact against an account
Select the Accounts option from under the Families menu
Select + Add Contact
Select Contact Type Primary or Authorised
Enter contact details
Select Continue
Select Account Permissions for Billing and Engagement
Select Save
Adding Existing contact to an account
Select + Add Contact
Select Contact Type Primary or Authorised
Select Add Existing contact?
Start typing the contact name until the appear, you can then select the contact and their existing details will populate.
Select Continue
Select Account Permissions for Billing and Engagement
Select Save
Linking an existing contact to children
Select the Accounts option from under the Families menu
Select the account you are adding or editing the contact for by clicking on the account
Select the contacts tab
Under contact you can see the listed contacts and the children they are linked too
You will need to select the drop down arrow beside the contact and select the "... " and select edit permissions
Select the children the contact is to be linked to
Select if they are permitted to pick up the child
Select the relationship to the child
Select Save
Linking Contact for Emergency Reporting
Select Children from the Families Menu
Search for the child and select them
Select the dropdown under Emergency Contacts and assign all contacts one by one that need details on emergency contacts report
These contacts will then appear on the Emergency Contact Report for the child
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