Children Management

Managing child records, registration, families, funding, and documentation

Registering a New Child

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How to add a new child to the system with all required information

child registration add new

Setting Up Attendance Sessions

Configure a child's weekly attendance pattern and funded hours

attendance sessions hours funding

Medical Information & Allergies

Recording medical conditions, allergies, dietary requirements, and emergency contacts

medical allergies dietary health

Legal ID Documents

Recording and viewing identity documents for funding verification

legal id birth certificate passport

Capturing & Uploading Document Images

How to take quality photos of documents and upload them successfully

photo capture image upload

Additional Extras (Chargeable Items)

Managing meals, activities, trips and other chargeable extras for children

extras charges meals activities

Bulk Import Children

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Import multiple children at once from a CSV or Excel file with parent matching and validation

import bulk csv excel

Understanding the Child Details Page

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A complete guide to all sections and features on a child's details page

child details profile view

Managing Parents and Families

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How to add, link, edit, and manage parents and guardians for children

parents family guardians link

Funding Codes (30-Hour and 2-Year-Old)

Understanding and managing eligibility codes for funded hours

funding 30-hour 2-year-old codes

Viewing a Child's Funding Submissions

How to view submission history, signed agreements, and create new submissions from a child's profile

submissions history agreements pdf