Sending the child profile form

While you can add children to eymanage manually by filling out their profiles yourself, you can save time by sending a child profile form to parents for them to complete for you. Depending on your Branch/Nursery settings, this will either be sent to the parent’s inbox, or to their Messages if they have a parent login. This can be useful for saving time, or if you want to make sure the information you have on a child is up to date. 

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.

The parent must be ticked as Parental Responsibility or the form will not be sent. 

Customising the child profile form

Learn how to customise the fields that appear in the child profile form here.

Learn how to customise the child profile form email template here.

• Related Articles

• Customising the child profile form

  eymanage lets you customise how fields appear in the child profile form. Some of the form can be customised in System Settings, but customising the form in Global Settings allows you to edit more options, and makes these changes apply to all ...

• Customising the child profile form email

  When you send parents a Child Profile Form, they receive an email with a link to the form. You can customise how it appears to them in settings. In the top right click on > System Settings. Click on Email Templates & Letters. Go to Children > Child ...

• Sending the staff profile form

  In eymanage, you can add staff members by filling out their profile yourself, but you also have the option to save yourself a bit of time by allowing staff members to fill out their own profiles. You do this by sending them the Staff Profile Form. ...

• Adding a child

  Adding a child manually Click on Children in the sidebar. Click on the icon in the top right. Fill out the relevant information in each tab of the child profile. At the very least, you should enter the child’s First Name, Last Name, Legal Gender, ...

• Reactivating a child's profile on eymanage

  Inactive children are hidden on the system, which limits nearly all their system functions. To restore system functionality, you must make the child active again. Click on Children in the sidebar. Click on Filters in the top left. Check the box next ...