New families at check-in

A family who's new to your church can be added at the station and checked in straight away. Search for them first, in case they're already in People.

Add a new family

1. At the station, press New family under the search. The form opens on the right.
2. Under A parent, type their First name, Last name and Phone. Email (if they’d like) can stay blank.
3. Under A child, type the child's First name and Birthday. Add an Allergy if they have one.
4. For each brother or sister, press Add another child. The form takes up to eight children. To take one off, press Remove on their part of the form.
5. Press Save. To stop, press Cancel.

The family opens on the right, ready to tick. Check each child's room and press Check in 1 and print, as for any family. See The check-in station.

The birthday is how the station suggests a room, so get it from the parent.

If the family saved but didn't open, the station says "Saved. Couldn’t open the family." Press Try again. Don't add them a second time.

Afterward

• The family is in People, in a household named for the parent's last name.
• The parent is added as a visitor, with How we met set to Check-in. They show in All visitors, under Groups, for someone to follow up. See Visitors and follow-up.
• To add a care note or a pickup note for a child, open their record. See Children's care notes.

Next

• The check-in station
• Visitors and follow-up

Still stuck? Ask Silas