Getting Started: Adding children

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

  1. Click on  Children in the sidebar.
  2. Click on the  icon.
  3. Fill out the relevant information in each tab of the Child Profile (see next page).
  4. 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.

Using the child profile form

Manually filling out the necessary data in every child's profile can be time consuming, which is why we give you the option to send child out child profile forms. Parents who receive these forms can follow the link to fill out their child's information for you. Once the form is submitted, the profile will be updated automatically. To send a child profile form, you need to make sure you've added a profile that includes the First Name, Last Name, Legal Gender, Date of Birth, Parent First Name, and Parent Primary Email.
  1. Click on  Children in the sidebar. 
  2. From the Children page, click on the  icon in the top right.
  3. Click on Select Room/Select Tags and choose which option the child belongs to to filter available recipients accordingly. If unsure, you can choose All. 
  4. Check the box next to each child you want to send a form for in the Recipient List.
  5. Edit the email if needed.
  6. Click Send.
  7. The parent will receive a link to the Child Profile Form.