How to Add a New Family Support Member to a Child’s Account (Parent, Guardian, Emergency Contact, Pick Up Contact, Individual)

Adding a Family Support through a Child’s Account:

1. Through the left menu > Select Contacts
2. Enter the child’s name in the Search Criteria
3. Click GO
   • The system will display all possible accounts as per Search Criteria
4. Click the Edit Pencil to open and view the Child’s Account
5. Select the Family Tab
6. Then, select the “Add Support Contact”
7. Select the Magnifying Glass icon to search for the Family Support Contact
   • NOTE: An individual must have their own account to appear in the search.
8. Enter Name or the first letters for their first and last name
9. Select the correct Family Support Contact
10. If the name of the Family Support Contact is not found, please create a new Individual.
11. To do so: .
    • Enter all relevant information for this new individual.
      • 📌 NOTE: At minimum, data entered must include the First and Last Name, and Location
    • Select the Associated Location. This must be selected and saved.
    • Click the checkmark to apply and return to the previous screen.
    • Click the SAVE icon to activate this new individual’s account.
    • NEXT – add the child to their family tab.

Adding a child through a Family Support Account:

1. In this new individual’s account > Select the Family tab
2. Select “Add Child”
3. Find the child by entering their name in the “Child” field
   • Select the Relation between the Child and this new Family Support Contact
   • Complete any other applicable authorizations
4. Click the checkmark to apply and return to the previous screen.
5. Click the SAVE icon to complete
   • The child will now appear under this Individual/ Family Support’s account.
   • This Individual/ Family Support will now appear under the Child’s account.