EXPLAINER How do I add or import family data?

Posted on: 4/25/2017 3:02:20 AM
Replied by : support@icaresoftware.com

There are three ways of entering family information (Go to Settings >> Step four):

  1. Invite parents and staff via Email to add details to the database: A link is sent to the parents’ email id with login credentials. They will be requested to fill in details. This is the fastest way to setup your center’s database. You can edit the invitation email by clicking on the edit icon next to the send reminder button. The reminder button will be activated once you have sent out invitations and you want to gently remind parents to fill their details. 
    Click here to know how to create Self Registration by Parents through a center's webstie.

     
  2. To import details from existing data in Excel sheets (only for family data): ‘Click Here to Import Data’. A new tab will open, which will allow you to upload – children, contact and relationship sheets. Before uploading these sheets please download the template excel sheets for the three categories. Copy and paste your data in the template. Do not change the structure of the template. The format of the copied data should be exactly the same as the sample in the template.


     
  3. Enter details manually: Go to ‘Click here to entre family data manually’ – a new tab will open, where you can enter the details of the child and his family.

 

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