What is covered in this article?
- Why is this important
- Adding a sibling to an existing family
- Adding from the Contacts Screen
- Adding a New Student to a Family
Why is this important
Often you will find out or ask if a family has any other siblings that might be interested in coming to your school. This can be on an existing form or even over the phone. Once you find out, it is important to add them as a new enquiry so they will become a part of your future student pipeline.
Adding a sibling to an existing family
There a several ways to go about adding a new student to an existing family, either from the Contacts Screen on when entering a new student.
Adding from the Contacts Screen
Locate one of the parents/caregivers in the Enquiries > Contacts List Screen
- Click the Parent Name or pencil icon to go to the Contacts Details screen
- Scroll down to the Related Students/Siblings section
- Click the ADD STUDENT/SIBLING button
Check to see if a siblings already exists
You have the opportunity to search the student list to see if a sibling already exists.
- Type in the student's name to see if it you can locate the correct student
- If so, click the Student Name and a dialog will be displayed
- Specify the relationship the contact has with the student
- Click SAVE and the student will be added as a related sibling
| Note: You will need to be able to repeat this exercise for any other caregivers in order for thw student sibling to appear on their relevant record as well. |
Adding a New Student to a Family
You can also add an additional student sibling from the Student List screen
- Go to Enquiries > Student List screen
- Click ADD button in the header row of the table
- Enter in relevant Student/Sibling info
| Note: You will NOT be able to save the student information until a related parent/caregiver has been assigned |
- Scroll down to Related Contacts section
- Click Add to add a contact
Locate any existing contacts
- Type in the Contact's name to see if it you can locate the correct parent/caregiver
- If so, click the Contact Name and a dialog will be displayed
- Specify the relationship the contact has with the student
- If not Click ADD CONTACT button at the bottom of the dialog
- Click SAVE and the Contact will be added as a related contact
- Repeat for any additional contacts