Creating entries in client accounts

Back to family viewing overview

In order to be able to create certain types of entries in client accounts, you will need to have professional access to both parents in a family. Entries created by practitioners are marked as such and have the same level of documentation as those created by parents. 

In this tutorial:

Create Parenting Schedules for Clients

Parenting Schedules

To document parenting schedules for a client, you must have been granted access by your client and their co-parent.

  1. Enter client view mode and select either parent in the family.
  2. Navigate to the Calendar and click Parenting Schedule from the menu on the left of the calendar.
  3. The Parenting Schedule library will open, showing you all current and past schedules used by the family. 
  4. Click the Add Item icon (blue circle with a + symbol) in the bottom right corner to create a new schedule.
  5. Enter the parenting schedule details, for a complete walkthrough for creating parenting schedules, check out our parenting schedule tutorial for parents
  6. Click Save when finished. The parenting schedule will then be visible to both parents within their accounts. 
 

Events

Practitioners with access to both parents in a family can create events in client view mode.
  1. Enter client view mode and select either parent in the family.
  2. Navigate to the Calendar and click the New Event icon in the top bar. 
  3. In the Create Event window, supply all required information and any optional details about the event. For a complete walkthrough for creating events, check out our tutorials for one-time events and repeating events for parents.
 

Time Swap Requests

The Time Swap tool allows practitioners and parents to create documented requests for one-time changes to the parenting schedule. If requests are approved, the parenting schedule is updated automatically to reflect the one-time change. 

  1. Enter client view mode and select either parent in the family.
  2. Navigate to the Calendar and click the New Swap Request icon in the top bar.
  3. Enter the details of the swap, including a short reason for the request. Read the parent walkthrough for a complete explanation for each component of a Time Swap request.
  4. Once complete, click Submit Request in the upper left corner.

Once submitted, both parents will receive notifications that they have a new Time Swap request awaiting their response. Both parents must approve the request in order for the change to be made to the parenting schedule. 

 

Journal Entries

When signed into your account through the website, you are able to create new Moments within family accounts. Moments are notes you can share with parents that allow you to tag locations. 

To create a new Moment

  1. Enter client view mode and select either parent in the family.
  2. Navigate to the Journal and click the plus sign icon in the lower right corner. 
  3. Provide a date and type your note. You also have the option of tagging locations by clicking the location pin in the lower left corner of the New Moment pop-up. 
  4. Select your Sharing settings. By default, the moment will be shared with the parent whose account you are viewing. Click Sharing to update this setting. 
  5. Click Save in the top right corner.