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Create People & Family Relationships

The new simplified process for adding people to MomentPath

Madison Carlson avatar
Written by Madison Carlson
Updated over a week ago

We've made it even easier to add people and family members to MomentPath

1. From the left-hand menu, choose "Manage" then click “People” in the drop-down menu

2. In the upper right-hand corner, click “+Add”

3. Enter the name, type, and default group for the person in your care. Then click "Save"

4. To add a relationship within the system go to the person’s profile and click the “Relationships” tab at the top of the profile then click “+ Add Relationship”

5. You can create a new person or associate the person who is already in MomentPath

6. Enter the caregiver's information and tap "Save". Note: If you would like the person to receive updates, designate them as a “Family” member. If the person is solely allowed to pick up your client, choose "Authorized PickUp". You can also select the person as the “Primary Caregiver”

7. To send their account invitation, enter their email address and click "Send Invitation". You may enter any account information you would like to record. To go back to the child’s profile, click the “Relationships” tab at the top of the family member's profile

8. Be sure to follow steps 4-7 to add in all family members and authorized pick-ups!

  • If you are using our PIN Code feature, you can create a code for family members to use at check-in and check-out. You will need to contact support@lineleader.com to have PIN Code functionality enabled for your MomentPath site.

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