Once the 'People' module has been enabled in your system, it is time to add 'People'. There are 3 ways of adding 'People', which we'll describe here. However, before you do that you will have to make sure you've created 'Person Types' and created the 'People Custom Fields'.

Here you capture basic information as the First and Last Name. Please note that parent / caregiver contact details are best stored via Custom Fields, as you can give the field the appropriate label / name.

In this section you would select all Rooms for the Centre the child will be enrolled for. By linking all Rooms you're reducing the admin work over the long term.

The final setting is to apply the correct Person Type. Generally a Person would only be linked to 1 Person Type, although this can depend on your setup.

In order to get to the Custom Fields you will need to save your new Person first, and then find it again in your list and click on their First Name. You will then see the 'Custom Fields' tab.

We've introduced this Wizard in March 2024, and its intention is to make the process of adding Franchisees (EG Centres / Services / Centers) and related Sites (EG Rooms) and Users in an easier way.
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To add a new Franchisee/Centre/Center via the Wizard, click the green '+ Add User Wizard' button.

Step 1 - Details

This step requires you to set the basic details such as first + last name for this new Person.
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Step 2 - Person Types

Now you select which 'Person Type' this new Person belongs to (EG Child / Staff / etc).

Step 3 - Site Access

In step 3 you determine which Site(s) the new Person should get linked to. You can do this by either selecting individual Sites or Site Aliases.
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Step 4 - Custom Fields

Now set the correct values in the Custom Fields and Submit the details to create this Person.

Instead of adding People one at a time, you can also choose to upload a spreadsheet that contains all relevant information.

The page first allows you to download existing data from the system, and you can decide to download all People, or just selected ones. Then you can choose specific Rooms and Person Types there People need to be associated with. After selecting the Columns (Fields) you want to include you can then 'Generate Template from Filters' to extract all selected People. The first column of the downloaded data should never be edited, as it may result in duplicate records. Please note that a Person always needs to be linked to at least 1 Site or Site Alias. If you want to include multiple Sites (Rooms) you'll need to separate these with a 'pipe' | only, and no spaces. After you've saved the sheet with all relevant data, you can select and upload this at the bottom of the page:

Please note that the system will show any errors that have been detected in your sheet.

The 3rd option to get 'People' data into your system is via one of the existing Integrations. If your software provider is not listed on the following page, then please reach out to your Client Services Manager to discuss further.