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When you start using Famly, adding children to your site will be one of your very first steps. This article will guide you through how to do just that.
Add a child to your site
Check out the start of this video to visualize adding children to Famly, otherwise read below for written instruction.
To add a child to your site:
Click on Children under the Home icon in your sidebar
Click on Add child in the top right of the screen
A form will open up for you to add Child information
In this form, you'll be able to add information such as:
The child's name
Gender
Classroom
Date of birth
Start date (this is the day they started or will start at your site)
Siblings (more on linking siblings here)
Contact details for their parent or guardian
Importing child information
If you have a list of children, contacts and bill payers on a spreadsheet that you'd like to import to Famly, you can do so by:
Sending your spreadsheet to your Famly Customer Advisor, and we will upload right away on your behalf (recommended)
Uploading your spreadsheet directly into Famly per the directions below:
Clicking on Children under the Home icon in your sidebar
Clicking on Add child in the top right of the screen
From here, click on Import to upload your spreadsheet
Next, verify your import by checking that the information you're uploading is correct. You can configure columns such as dates, and exclude any columns that you wouldn't like uploaded or cannot be mapped to existing Famly child/contact fields
Finally, click Start import
You can download the import template here to match your file to:
And if you're importing child information from a previous software provider into Famly, check out the article below for guidance:
Editing child information
If you need to update a child's information, you can do so easily via the child's profile. Just search up their name, or find them in the Children tab in your sidebar to navigate to their profile.
Once you're there, go to the About tab to add or amend their basic information, or go to the Family tab to make changes to their contacts or siblings.
If you need to make any changes to a child's classroom or their start dates, you can do so in the Registration & classroom moves section
