All Children

How to Navigate the ‘ALL CHILDREN’ Page of the Children’s Module in the Admin Portal

  1. Log In – Make sure you’re signed into your ChurchPad account.

  2. Click your Profile Icon at the top right.

  3. From the dropdown menu, select "Admin"

  4. You are now in the Admin Portal.

  5. From the left sidebar menu, click on “Children”.

  6. Under the Children menu, select the ‘All Children’ option. You will now see the full list of children in your database, typically displaying each child’s name, guardians, gender, age, food allergies, and class category.

Exploring the Children’s Listing

  1. Child Name: Clickable if you want to view more details or open a separate “Details” menu.

  2. Guardians: Shows the parent(s) or guardian(s) linked to the child (e.g., “Lucy & Scott,” “Martin Baptista”).

  3. Gender/Age: Basic demographic info.

  4. Food Allergies: Quickly see if the child has any dietary restrictions.

  5. Class Category: The age group/classroom assignment (e.g., “6–7 Years,” “Young Gideons”).

  6. Actions: A button or drop-down menu (often labeled Details) with options like:

    1. View Details: Opens the child’s profile page (with tabs for Child, Attendance, and Notes).

    2. Edit Details: Opens a side panel to modify the child’s personal information, guardian details, or allergies.

    3. Send Message: This allows you to send a direct message or bulk message (if multiple children are selected).

    4. Delete Child: Permanently removes the child from the module.

Search & Filters

  1. Use the Type to search… bar at the top to filter by child’s name, guardian’s name, or other keywords.

Adding a New Child

  1. Click the Add New or Add Child button (found at the top-right corner).

  2. An Add Child panel or modal will appear, usually with fields like:

    1. Parents / Guardians: Search for existing contacts (e.g., “Ben Charles,” “Kevin Albanese”), or create a new guardian in the People Module if needed.

    2. First Name, Middle Name, Last Name

    3. Class Category (e.g., “6–7 Years”)

    4. Gender (Male, Female, etc.)

    5. Date of Birth

    6. Child’s Allergies

    7. School Name (optional)

    8. Banner Image or Profile Photo (optional)

  3. Fill out the required fields (e.g., First Name, Date of Birth).

  4. Click Add Child to complete the process. The new child will now appear in the list.

Viewing a Child’s Details

  1. From the Children listing, locate the child you want to view.

  2. Click Details (or the child’s name) to open the View Details option.

  3. You’ll be taken to the child’s profile page, which typically has multiple tabs:

    1. Child: Shows basic information (name, DOB, allergies, etc.)

    2. Attendance: Displays the child’s check-in/check-out history for events.

    3. Notes: A space for staff to record important notes or observations.

The Child Tab

This tab contains the basic personal information of the child, including:

  1. Profile Image & Banner: The child’s photo or a banner image.

  2. Child Information:

    1. First, Middle, Last Name

    2. Gender and Date of Birth

    3. Class Category (e.g., age-based groups like “6–7 Years”)

    4. School Name (optional)

    5. Allergies (e.g., Fish, Meat, Peanut)

  3. Parent/Guardian Information:

    1. Displays one or two guardians linked to the child, along with each guardian’s name and phone number.

    2. Click the (⋯) icon or Edit button to update guardian details.

Tip: Click the Edit button in the top-right corner of the Child tab to modify any of these fields. You can also add or remove parent/guardian associations and update the profile image or banner.

The Attendance Tab

This tab displays the check-in/check-out history for the selected child. Typical columns include:

  1. Check In Date: The date and time the child was checked in.

  2. Check In By: The person (or system user) who performed the check-in.

  3. Check In Source: Where the check-in happened (e.g., App, Web, Kiosk).

  4. Checkout By: The person (or system user) who performed the check-out.

  5. Checkout Source: Where the checkout happened (e.g., App, Web).

  6. Checkout Date: The date and time the child was checked out.

Searching

  1. Use the Type to search… bar at the top of the table to filter by date, name, or partial text in any column.

The Notes Tab

This tab is where you or other authorized team members can record notes about the child, attach files, and track any relevant commentary. It typically displays:

  1. Subject: A short title for the note (e.g., “Parent Meeting,” “Behavior Update”).

  2. Message: The main text or body of the note.

  3. Created By: The staff member or volunteer who authored the note.

  4. Date: When the note was created or last updated.

  5. Actions:

    1. Details (or “View”): Opens the full note, sometimes revealing attached files and further comment threads.

b. Edit Note: Allows you to change the subject/message or replace attachments.

c. Delete: Removes the note entirely.

Adding a New Note

  1. Click Add Note (usually top-right in the Notes tab).

  2. A New Note panel appears:

    1. Subject: Enter a brief title.

    2. Message: Provide the main content.

    3. Attach Files (optional): Drag and drop or browse to select image/document/audio/video files.

    4. Supported formats may include png, jpg, jpeg, xlsx, xls, doc, txt, docx, ppt, pptx, pdf, etc.

  3. Click Add Note to finalize.

Adding or Editing a Comment

Depending on your ChurchPad configuration, each note may allow comments as a thread beneath the main note:

  1. Select Add Comment (often at the bottom of the note).

  2. Type your message.

  3. (Optional) Upload files by dragging them into the Upload files area or using the Select File button.

  4. Click Add Comment to save it.

To edit or delete a comment, look for the Edit or Delete option next to that comment.

Editing a Child’s Information

  1. Next to the child’s name in the listing, click the Details button (or drop-down) and select Edit Details.

  2. An Edit Child panel appears:

    1. Update Guardian relationships (e.g., add or remove a second guardian).

    2. Change the child’s name, class category, or allergies.

    3. Adjust other personal details as needed.

  3. Click Save to confirm changes.

Deleting a Child

Note: Deleting a child is permanent. Ensure that you really want to remove this record.

  1. In the Actions drop-down beside the child’s name, select Delete Child.

  2. A confirmation dialog appears, stating: “Are you sure you want to delete this child? This action cannot be undone.”

  3. Click Delete Child to confirm, or Go Back if you decide not to proceed.

Sending Messages & Bulk Actions

  1. Click Send Message to open the Send Message to Parents panel.

Tip: You may also find a Send Message action in a child’s Details drop-down (if you want to message that child’s parents specifically).

  1. A dialog or panel may open, allowing you to compose an email, SMS, MMS, or push notification, depending on your ChurchPad plan.

Exporting/Downloading Lists

  1. Look for a Download button to export the children’s list in Excel, PDF, or Word format.

  2. Choose the columns or fields you wish to include (e.g., Guardian, Age, Allergies, etc.) for a customized report.

🆘Need additional help? Reach out to our support team at [email protected]

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