Children

To add contacts to a child record, go to Children on the left menu:

1. Set the status filter to Enrolled. You can also type in the name of the child on the Name field.
2. Double click on the child’s name to go to their record.
3. Click on the Contacts tab. In this tab, you will find parent/guardian, emergency contacts, and custodial statements.
4. Click Add New Contact > Enter all the details.
5. All the mandatory fields are marked with an asterisk.
6. If the contact is a Payee, make sure to tick the Payee box to assign the contact.
7. Click Save and Exit after adding all the details.

Sibling Contacts

• For sibling records, just copy the contacts through the search bar
• Assign the relevant contact(s) as Payee – this will allocate the Payee Reference code for their account
• Enable Sibling invoice check box if you wish to combine invoices for sibling accounts.
• Save and continue.