Enrolment Form - Setup & Linking

• If the child and all related profiles are new, the system will create new records for each person.
• If the child is a sibling of another child in the service, the system will try to match the related profiles to existing records in the system (e.g. Mum and Dad).
• If the child is a duplicate (e.g. split family setup), the secondary parent/carer can be excluded from the family account so they can be processed/configured separately.

• Child - this will be set to Create Profile unless a child with the same name and DOB is matched in the system.
• Fee Session 1 - select the fee for the primary room the child will be booked into.

• Fee Session 2 - select the fee for the second room the child will be booked into (if any).
• Primary Carer - this will be set to Create Profile unless a Parent/Carer profile with the same name and DOB is matched in the system.
• Tick Send App Invite to email login details right away.
• Secondary Carer - this will be set to Create Profile unless a Parent/Carer profile with the same name and DOB is matched in the system.
• Tick Send App Invite to email login details right away.
• Untick Link to Family Account if you want to link them to or set up another account for them later.
• Emergency Contact (1/2) - this will be set to Create Profile unless a Parent/Carer profile with the same name and DOB is matched in the system.
• Family Account Name - Enter the family account name for a new family. 
• If the Primary Carer is already linked to an existing Family Account, this field will be locked and will display the name of the account the child will be linked to.

• Compare - When a matching profile is identified, you can compare any differences between the form and the existing profile that will be updated when processing the form.
• Save Form - This will only save the form without linking to or updating any profiles.
• Save & Create/Update Profiles - This will create any new profiles as required and link to/update matched profiles.

What if I can't see an existing parent/carer profile to link to for an existing family?

• Check that the name and DOB of the existing profile match what has been entered in the enrolment form.

• Yes, you can switch back to the legacy edit page from the Enrolment Settings.