Adding a Person or Household from Check-in

Uh oh. You’re in the middle of checking kids in and a visiting family comes in. They’re not pulling up in the system. What do we do?

Let’s take a look.

The Add New Household screen in check-in, with Marcus Reyes as a primary adult and Lily Reyes as a child

From the Check-In Dashboard, simply type the family’s name in the search box.

If the desired household is not shown, click the Add Household button in the top right corner.

This will walk you through the process of Adding a Household and Adding each member to an Activity.

*This is a great time to go ahead and add all adults and children at the same time. This can help eliminate potential duplicates at a later date.

When prompted to Select Check In Activities, click the drop-down box next to each individual’s name to add them to an activity.

Select Check In Activities, with a drop-down of activities to check for each new person

Be sure to scroll down and click APPLY when you have selected all applicable Activities.

After selecting the Activities, click on the Finish button to add the new Household and complete the check-in process. That’s it, they’re officially visiting! Congratulations on reaching your community.