When adding a child, you will be prompted to fill out some of the child’s details. Though you should include as much information as you can, at minimum we recommend filling out these fields to get started: First Name, Last Name, Legal Gender, Date of Birth, Parent First Name, and Parent Primary Email.
Importing child data
The quickest way to add a lot of children to the system at once is to import their data. The eyworks team can provide you with an import template, which is a CSV document containing all the fields from the child profile. Type information into the relevant columns, with each new row representing a new child.
Send this template back to us and we'll import the data for you.
Adding children manually
Click on Children in the sidebar.
Click on the icon.
Fill out the relevant information in each tab of the Child Profile (see next page).
Click Save/Submit.
On the next page, we’ve included an explanation of what the different fields in the child profile do. Refer to this if and when necessary.
You add staff in much the same way you add children. For staff, the fields that we recommend filling out at minimum to get started are: First Name, Last Name, Date of Birth, and Primary Email. Importing staff data As with children, the eyworks team ...
Once you’ve created your terms, you can assign them to children so they have funded hours during scheduled sessions. You can either do this individually, or assign a term to multiple children at once. Allocating funding to individual children Click ...
Once you’ve added children and staff, set up session types and products/services, you can start scheduling sessions for children. You can find the calendar of scheduled sessions in the Child Scheduling section of the child profile. Scheduling ...
When a parent fills out an enquiry form, the enquiry will automatically appear on your eyenquiries pipeline. To view this enquiry: In the sidebar, go to eyenquiries > Pipeline. The new enquiry should have appeared under Enquiry In. The date of the ...
eyengage offers a way of connecting with your nursery’s wider community. Once they’ve been added to the system, staff and parents can receive frequent updates about what’s going on at the nursery, post comments, and participate in polls. Adding staff ...