From Any screen, click the Case Management Icon on the left side of the screen
This will take you to the People Tab of the Case Management screen.
Scroll down to the Children Section and click on the green Add Child Button
This will open the Add New Child Window
- Enter the Child's First Name
- Enter the Child's Last Name
- Enter the Child's Date of Birth
- Select the Child's Gender
- Verify the information and click the green Save button
The Child should now appear in the Children section. To add another Child, click the green Add Child button and repeat steps 1 through 5 above.
Click here to learn how to add Custom Categories and Merchants