In this guide we will show you how to link relatives to their children. You can do this in two different ways: by editing the relative’s profile or from the Manage Relationships page.
If you have added the relative via Wonde then you will not be able to follow the steps in this tutorial, but instead need to make the child and relative link on your MIS, which will then update on Tapestry during an overnight sync. For this, both the relative and child will need to exist on your Tapestry account already and have been imported via Wonde. For further information about using Wonde for importing MIS data please take a look at this tutorial.
Only users registered on Tapestry as Managers are able to add, edit and delete users.
To link a relative and child account together, you’ll need to start by navigating to the ‘Manage Relatives’ screen.
Start by clicking the “Configuration” button on the bottom-left, then select “Relatives” and then “Manage Relatives”.
Locate the relative you wish to link with a child from your relatives list. You can use the tabs at the top and the search bar to narrow the results if needed.
Click the “Edit” button next to their name.
Once the relative’s profile page has opened, scroll down to the bottom, and you will see a section for related children.
Click the “Attach new child” button.
This will open up a drop-down menu of all the children on your account. Click on the child you want to link to this relative. You can then confirm if the relative has “Parental Responsibility” for this child and if they are a “Bill Payer” for this child:
- Parental Responsibility means this relative will be notified when any accident forms are signed for this child.
- Bill Payer means this relative can receive invoices for this child.
When you have linked the child(ren) to this relative, click “Save”.
When you’re done, click “Save”.
You’ll then be taken back to the main Manage Relatives page and you will be able to check the relative and child are linked.
Now that you’ve linked children to this relative, why not try adding an observation for them?
To link a relative and child account together, you’ll need to start by navigating to the ‘Manage Relatives’ screen.
Start by clicking the “Configuration” button on the bottom-left, then select “Relatives” and then “Manage Relatives”.
From the Manage Relatives screen, select the “Manage Relationships” button.
On the next page you will see a list of the relatives on your account. Click the “Edit Relationships” button next to the relative which you want to link.
This will bring up your list of children. Find the child you want this relative to be linked with on the list and choose their “Relationship” to the child from the drop-down list. You can then indicate if this relative has “Parental Responsibility” and if they are a “Bill Payer”.
Parental Responsibility means this relative will be notified when any accident forms are signed for this child. Bill Payer means this relative can receive invoices for this child.
When you have linked the child(ren) to this relative, click “Save”.