Step-by-Step Guide to Onboard a New Student

1. Introduction to Onboarding Process

   Ensure you understand that this onboarding process is done once per family.
   

2. Purpose of Onboarding Form

   The form ensures the family is entered into the system correctly the first time.
   

3. Accessing the Onboarding Form

   Use the ASP, EMA, or SC onboarding button depending on the program.
   

4. Filling Parent Information

   Enter the primary account holder’s contact details, ensuring email and phone number are correct.
   

5. Entering Child Information

   Input child’s details including name, date of birth, age, school, grade, allergies, and medical conditions.
   

6. Skipping Second Child if Not Applicable

   Move to emergency contact information if there is no second child.
   

7. Adding Emergency Contacts

   Provide two unique phone numbers and emails for emergency contacts, different from the primary account holder.
   

8. Setting Contact Permissions

   Decide if emergency contacts should receive SMS alerts about pickups.
   

9. Finalizing Account Creation

   Submit the form to create contact accounts for the child and guardians.
   

10. Viewing Created Contacts

    Access the contacts to verify the details of the guardians and children.
    

11. Handling Record Overwrites

    Understand potential issues with record overwriting and ensure unique entries.
    

12. Updating and Adding Additional Children

    Use the contact record to add more children if needed later on.
    

13. Creating and Reviewing Child Records

    Ensure all child records and guardian information are correctly linked and updated.