Mothers

How to Onboard Mothers

1. Location: User -> Onboarding
2. Click “Copy Registration Form Link” and send to mother
3. After mother complete and submit the form, the mother's information will appear in the system
4. Click the “Approve” icon, review the registration form and edit when needed
5. Click “Onboard”, the mother will move to “All Mothers”

How to Pre Check-In Mothers

1. Location: User -> All Mothers
2. Click on the "View Profile" icon
3. Click on the link button, and send the link to the mother
4. After mother complete and submit the form, the mother's status will change to pre check-in

How to Check-In Mothers

1. Location: User -> All Mothers
2. Click on the "View Profile" icon
3. Click Check In

How to Monitor Checked In Mothers

• Location: Mothers -> All Mothers
• Mother’s name will be highlighted in red when alert triggered

How to View Mother's Profile

1. Location: Mothers -> All Mothers
2. Click on the view profile icon

How to Edit Mother's Onboard History

1. Location: Mothers -> All Mothers
2. Click on the view profile icon
3. Click "Onboard History"
4. Click on the "Edit" icon
5. Make changes to the required field, then click “Save”

How to Pin / Unpin Mother On Top

• Location: Mothers -> All Mothers
• Click on the pin icon

How to Edit Mother's Note

1. Location: Mothers -> All Mothers
2. Click on the view profile icon
3. Click “Save” after updates

How to Check Out Mothers

1. Location: Mothers -> All Mothers
2. Click on the view profile icon
3. Click “Checked Out"
4. Select Check Out Date, then confirm by clicking "Check Out" again

How to Filter Mother

1. Location: Mothers -> All Mothers
2. Click “Show/Hide Filter”
3. Fill in the field that you wish to filter, then click “Filter”

How to Add Mother's Document

1. Location: Mothers -> All Mothers
2. Click on the view profile icon
3. Click "Documents"
4. Click "Add Document"
5. Make changes and upload document to the required field, then click “Save”

How to Add Mother's Payment

1. Location: Mothers -> All Mothers
2. Click on the view profile icon
3. Click "Transactions"
4. Click "Add Payment"
5. Make changes and upload document to the required field, then click “Save”