Profile Search
Overview
The profile search bar is located at the top of your main menu in the admin portal (Search children, parent...) and can be used to quickly locate any active or deactivated profiles or waitlist submissions in your services.
The following types of records can be found using the Profile Search:
- Children
- Parents (carer/guardian/emergency contact)
- Staff
- Family Accounts
- Waitlist entries
- Menu items (just in case you can't find something)
How to Search
💡 If you are logged in as a HQ user, the search will return results across all of your linked services!
You can search using any of the following data points:
- Name (partial or full)
- Login Username
- Account Name (Family)
- Email Address
- Phone Number
Steps:
- Enter your search criteria
- Press Enter or click the green button
Filters
One your search results load, you can also apply a filter to show only active or deactivated profiles. The system will show both in the initial results by default.
Results
Parents/Carers/Guardians
- Centre
- Name
- Date Added
- Login Username
- Email Address
- Phone
- PIN
- Profile Status (active/deactivated)
Children
- Centre
- Profile Photo
- Name
- Family Account
- Date Added
- DOB
- CCS Status
- Profile Status (active/deactivated)
Staff
- Centre
- Name
- Display Name
- Employee Code
- Has profile picture (icon)
- Access/Permissions
- Registered Positions
- RP Order
- Login Username
- PIN
- Profile Status (active/deactivated)
Family Accounts
- Centre
- Account Name
- Date created
- Family Tags
- Linked Carers/Guardians/Children
- Notes/Reminders
- Preferred Payment Method
- Balance
- Balance Date
- Profile Status (active/deactivated)
Waitlist
- Centre
- Child Name, DOB, Gender
- Days Requested
- Preferred Start Date
- Parent Name, Phone #, Email
- Additional Info
- Waitlist Status
- Staff Notes
- Fee Paid
- Date Submitted