How to create a family

This article outlines how to create and view families in Office. If you want to find out more about how to edit and delete families, please refer to this article.

What are families?

Office users can create and manage a family in Office, viewing linked guardians, children, hub guests and emergency contacts in one place.

How to create a family

  1. Click on Profiles and then Families in the Office sidebar

  2. From the Families screen, click the New button

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  3. You will be taken to the Create Family screen. From here click the + icon to add a parent or guardian.

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  4. A list of all parents and guardians in your centre will appear. You can search for a specific person using the search bar at the top of the screen or filter on Primary Carer or Not Primary Carer. Once you have selected the parent or guardian to add, click the Add button

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  5. Once you have added the parent or guardian to your family, you will be directed to a family preview screen. From here, you can add additional parents or guardians, remove the parents and guardians you have already added. Note: any children, Hub Guests and Emergency Contacts linked with that primary carer will be added to the family. When you remove a parent or guardian from the family that is the primary carer for a child, they will also be removed.

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  6. If you want to change the name of the family, you can do so by clicking on the text field underneath Family Name. When ready, click Create Family.

  7. You’re done! You will be taken to a screen showing the family you have just created. Please refer to this article with instructions on how to edit or delete a family.

 
I can already see families in my centre but I haven't made any yet. Why is that?
As a time saver and to get you started, we've created families from existing parents and children at your service. You will be able to edit and delete these families if you would like to. Please refer to this article for more information on how to do that.