Getting Started: Adding children
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.
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Congratulations on reaching the end of Step 5, and the end of the Getting Started guide! You are now an eyworks expert however if you still have questions, our support team are always happy to answer them.