Manually Creating a New Parent Profile

Parents can be added to Office through the digital enrolment form, a bulk import when onboarding, or manually.

The enrolment form is the easiest way as the parent will complete the information and submit it directly into Office. However, this should only be used when a new child profile is also being added.

The following page runs through how to manually add a new parent profile. If a parent already has a profile in the system, learn about Linking Existing Parent Profiles to Children Profiles. 

 

Manually adding a New Parent

1. Go to "Profiles" > Go to "Children" > Select the Child > Click the "Parent/Guardian" tab.

2. Click "Create New Parent", if you are creating a completely new parent profile.

This creates a new blank field to enter in the parent's details > Scroll down and press "Save" to save changes. Once you add in their email address and press save, this will trigger a welcome email

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If it says "email already exists" but the parent is not already registered to your service. This might mean that the parents email still exists at another childcare registered within our system. It will need to be deleted from their old service before it can be added to your service.

Please ask the parent to contact support directly via phone or email, or get the parent to contact the old child care to get this email deleted, then you will be able to add their email address to your service.