Create Parent Account
SmartCentral provides two simple ways for you to quickly invite a parent to register or update their details online by creating a user account. The best method to use will depend on whether any of the parent’s details are already stored in SmartCentral.
Method 1 : Parent Details already in SmartCentral
If the parent’s details are already recorded in SmartCentral (as a minimum First Name , Last Name , email address and mobile phone number) you can use the Create User Account feature from the Parent Screen or in bulk from the Parent List. The process is started when the staff member clicks the Create User Account button and goes like this:
Onboarding Process
- Staff memeber clicks Create UserAccount button on the Parents list (bulk operation) or the Parent Profile (single operation)
- System creates the parent account and sends an email to the parent. This email contains the welcome message set up in the Setup Org screen.
- The system also pre-fills an application form based on the parent and child email details and attaches it to the parents profile so that they can check the details on file but dont have to retype everything only misssing or changed information
- SmartCentral will create an application form for each service that is open for applications. So for example if an OSHC service only wants to take VAC bookings online to begin with, they can
Note: SmartCentral only needs a very minimum of information to start the process. It is often easiest to create a basic parent record and rather than use the Create User Account feature than use the second method.
Method 2 : No Parent Details in SmartCentral
Use your normal email client to email the link to apply online to your service. If you have your own website you can also place this link there with a message like Click here to apply online.