Articles on: Families Module

Adding a New Family

When adding a new family to Xap, you have the option to add a family via Enterprise access (Provider/Organisation level) or service level. Find out more below!

Step 1: Select families from the left hand side menu.

**Step 2: **Click the green plus button at the top right-hand side of the screen.

Step 3: Complete guardian Information.

Note: If adding a family from Enterprise access, select the centre you would like to add the family to.

Step 4: Complete the child's information.

**Step 5: ** Complete payment information.

If you have the direct debit information of the family, you can enter it. If you don't, you can still select the payment method as a direct debit and answer "No" to question - Do you have the direct debit details (i.e. Bank or Card details)?

Step 6: Family name.

The family name will pre-populate but you can change this to suit your services needs.

Step 7: Add any relevant/related tags.

Step 8: Upload a profile picture (if applicable).

Step 9: Once you have completed all required sections, select Add family.

For more information, please browse our support documents or alternatively contact our support team.

Updated on: 20/05/2021

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