Mothers

Video Guide for Onboard Mothers

How to Onboard Mothers

1. Location: Mother -> Registration
2. Click “Copy Registration Form Link”
3. Select "Copy Link" or "Send via WhatsApp" to share the registration form with the mother

4. After the mother submits the form, her name will appear in the registration list
5. Click “Copy Consent Form Link” and send it to the mother for signing

6. Once the consent form is signed, click “Onboard”
7. Fill in the package details and deposit payment
8. Click “Onboard” to complete the onboarding process

9. The mother will appear in the Pre Check-In page

How to Check-In Mothers

1. Location: Mother -> Pre Check-In
2. Locate the mother’s name
3. Click “Check In”
4. Fill in the required check-in information and submit

How to Send Sign-Up Invitation

1. Location: Mother -> All Onboarded Mothers
2. Locate the mother’s name
3. Status will show “Pending Sign Up”
4. Click “Send Invitation Link” to invite the mother to sign up
5. Once completed, the status will update to “Active”

How to Manually Resend Invitation WhatsApp Message

1. Location: Mother -> All Onboarded Mothers
2. Locate the mother’s name
3. If the mother did not receive the invitation WhatsApp message, click “Send Invitation Link” again
4. The invitation WhatsApp message will be resent manually to the mother

How to Delete Mother Registration Record

1. Location: Mother -> Registration
2. Locate the mother’s registration record
3. Click the Delete icon
4. Confirm the deletion to remove the registration record from the system

How to Monitor Checked In Mothers

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

How to View Mother's Profile

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

How to Edit Mother's Onboard History

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

How to Edit Mother's Note

1. Location: Mothers -> All Onboarded Mothers
2. Click on the view profile icon
3. Look for the Note section
4. Click “Save” after updates

How to Check Out Mothers

1. Location: Mothers -> All Onboarded 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 Onboarded 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 Onboarded 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”

Note:

Tags are keyword labels attached to documents and to help users categorize, filter, and quickly find documents using filter chips.

How to Add Mother's Payment

1. Location: Mothers -> All Onboarded 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”