To create a whānau session:
Search for or add the whānau you wish to create a session for
Select Continue to sessions
Click Session, enter the relevant details and mark attendance
If required you can add further clients and workers
Click Save and review or start a session record
NOTE: To create a session or member record, a worker must be added to a session and marked as attending.
Creating a whānau session record
Session records will populate the records list of all participants of a session. To create a session record:
Navigate to or create the whānau you are working with
Create a new session or navigate to the session you want to create a record on and click Edit session
Select Record and provide a record title
Add a form to the record
Enter information relevant to the session and all participants
Click Save and review when you are finished
Tip: Only workers marked as attending the session can create a session record. If you are unable to create a new record, check that you are added as a worker and marked as attending.
NOTE: Whānau forms currently provide simple text boxes. Please get in touch if you would like customised forms for when you work with groups.