How to add Custom Fields to the Check-in Page

When checking a child into a service in Elvanto, you can edit their personal information such as name, date of birth, and school grade. Additionally, you can add custom fields like allergies and medical information to the check-in screen. This guide will show you how to create and manage these custom fields.

Steps to Add Custom Fields to the Check-in Screen

  1. Create or Edit a Custom Field:

    • Navigate to Settings and select People Categories.
    • Choose the category you want to edit or create a new custom field if it doesn’t exist.
    • While adding or editing the custom field, locate the Check-in section.
    • Tick the box to add the custom field to the check-in screen.
  2. Add Multiple Custom Fields:

    • You can add as many custom fields to the check-in screen as needed by repeating the above steps for each field.

Editing Child’s Information During Check-in

  1. Access Child’s Profile:

    • During the check-in process, access the child’s profile from within the check-in window.
  2. Edit Information:

    • The custom fields you added will appear in the child’s profile.
    • Edit the necessary information directly in these fields.

Important Note:

  • Built-in fields cannot be added or removed from the check-in screen.

By following these steps, you can efficiently manage and customize the information collected during the check-in process, ensuring all necessary details are captured and easily accessible.

Was this article helpful?
0 out of 0 found this helpful