Adding a new child to your childcare center is easy with UpBup. The following steps show how Administrators quickly create a new child record for their site. If you are adding a sibling please see - Add a Sibling to the Same Provider Site
You will need to be logged in as Administrator.
1. Select Admin/Children from the Mode dropdown menu located at the top-middle of the UpBup window.
2. Then select the CHILDREN dashboard Tab at the upper left of the Upbup window.
3. Select the + ADD NEW CHILD button
4. Enter the appropriate information for the Child and Parents. (For Siblings of children already attending your program see here). The system will flag the required information.
- The minimum required fields for adding a new child include: Child's First Name, Child's Last name, Child's Date of Birth, Child Enrollment Status, Parent1 (P1) Email address, P1 Relationship to Child, P1 First Name, and P1 Last Name
When entering fields that require DATE, select the small 'calendar' icon in that field. Click here for more information on using the Date Picker
Language field allows Admin to specify the parents preference of the language used on the parent's dashboard when they login to the account. The language selected here will be used unless Parent changes the preference after login. The language selection is not required and can be left blank. Blank field defaults to English Language selection on parent's dashboard.
5. Scroll to the bottom of the Edit form and click UPDATE
6. Confirm the new child record has been added successfully
- Using the Status Filter dropdown menu. Select the enrollment status you previously assigned for the new child.
- The new child's record should now appear in your dashboard.
7. Now you can request forms for this child.
IMPORTANT: Once Admin selected a specific language, they can edit and change it in this dialog box, until parent submits a form. After at least one form is submitted, only parent can change the language on their dashboard. The Admin Edit dialog changes and will have only the following options:Child Status, Group, Physical Exam date, Admitted Date.
REMEMBER:
A form request includes an invitation link, there is no need to INVITE a parent if you are ready to REQUEST forms from them.