Add a New Participant [Feature]

This feature allows users to add new participants as they are enrolled in a family child care home, center or site.

To use this feature:

  • Click on Participants & Rosters from the main site dashboard

  • Select the existing household or create a new household
    • If this participant already has a parent or guardian in the system, click on the name of the parent or guardian and skip to the section below on adding participant information
    • If this is a new family, then click the box to Add New Household
  • From here on out, remember:
  • Add the household address.
  • Add the parent/guardian
    • Click the box that says Add Guardian
    • Fill out the information
  • Click the green "Save" button and you're back to the household page
  • Add participant information
    • Click the blue Add Participant button to open up a blank participant page
    • Fill out the fields; required fields have a *
  • Update participant status, if needed
    • You can leave Participant Status alone if today is the first day the participant is in care. 
    • Otherwise, change the "start date" to the first day they were in care.
  • Update participant program, if needed
    • You can leave this section alone unless this is a participant who does not participate in the CACFP, in which case, you should switch their program to Non-CACFP. 
    • Otherwise, keep going!
  • Set participant schedule
    • Click the yellow Edit Schedule button and enter the participant's schedule. 
    • This will be the typical days and meals that will populate on the enrollment form.
      • Click Save and you are back to the participant page
    • Update infant feeding information, if needed
      • If this is a child under 12 months, click the blue "Add" button and enter information about whether the parent is providing formula/breastmilk and/or solid foods

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