Add a New Family Account

A Family Account consists of the Children, Contacts, and all the details related to the family. Both an Owner and Administrator automatically have the permissions to add family accounts.

Add a New Family Account

Family Accounts are accessed from the left menu on the Profiles card.

1. Go to the Left Menu > Family Accounts.
   Note: Be sure you have the right site selected at the top of the page.
   
   
   
2. Click the Add a New Family Account link on the Profiles card.
3. Enter the first contact's Name, Mobile Phone, and Email in the New Contact window. Additional contacts can be added once the Family Account has been created.
4. Click Save. You will be prompted to add children.
   • If you decide to add children to the family, click Add to continue.
   • If you do not want to add children, click Cancel, and an email is sent to the family contact to verify the email address you just entered.
5. Click Add to open the New Child window. 
6. Enter the child's Name, Date of Birth, and select a Gender from the drop-down list, click Next.
7. Select the contact's relationship to the child from the drop-down list and the contact's authorization level. A contact can be both an Authorized Pickup and an Emergency Contact.
   
   

   	Legal Guardian - primary contact and, by default, Authorized Pickup and Emergency Contacts.
   	Authorized Pickup - authorized to pick up a child from the center but is not a primary contact.
   	Emergency Contact - in case of emergency when a Legal Guardian cannot be reached.

   
   
8. Click Save. 
   • An email is sent to the family contact to verify the email address you entered.
   • The child is added to the Family Account, and the child's Details tab opens. Additional information can be added or updated on the child's Details page, including: Add a Photo, Details, Emergency, Healthcare, Allergies, and Health Issues.