Documentation Index

Fetch the complete documentation index at: https://pigeonholeapp.co.uk/docs/llms.txt

Use this file to discover all available pages before exploring further.

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Adding Parents & Carers

There are two ways to add a parent or carer: directly from the Parents & Carers list, or from a child’s profile. Both workflows allow you to configure personal details, relationship types, and billing settings.

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Adding from the Parents & Carers List

To add a new parent or carer, click the Add Parent/Carer button in the top right corner of the parent/carer list.

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Personal Details

The profile creation form collects the following information:

• Profile Picture: Upload a photo for easy identification
• First Name: The parent/carer’s first name
• Surname: The parent/carer’s last name
• Email: Contact email address for communications and system access
• Phone Number: Primary contact number
• Date of Birth: Optional field for the parent/carer’s date of birth

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Children Relationships

The Children section allows you to establish relationships between the parent/carer and specific children. For each relationship you can configure:

• Child Selection: Choose which child this parent/carer is associated with
• Relationship Type: Select the relationship:
  • Mother: Biological or adoptive mother
  • Father: Biological or adoptive father
  • Grandmother: The child’s grandmother
  • Grandfather: The child’s grandfather
  • Other: Any other caring relationship (e.g., guardian, step-parent)
• Bill Payer: Toggle to indicate if this person is responsible for paying bills for this child. Bill payers will be sent invoices.
• Parental Responsibility: Toggle to indicate if this person has legal parental responsibility for this child

You can add multiple children relationships for a single parent/carer by using the Add Child dropdown.

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Adding from a Child’s Profile

You can also add parent/carer relationships directly from a child’s profile:

1. Navigate to a child’s profile in the Admin Portal
2. Click on the Parents tab
3. Click Add Relative to create a new parent/carer relationship

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Two Workflows

When adding a parent/carer from the child’s profile, you have two options:

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Option 1: Select an Existing Parent/Carer

If the parent/carer already exists in the system:

1. Use the Select Existing Relative dropdown
2. Choose the parent/carer from the list
3. Configure the relationship details (relationship type, bill payer, parental responsibility)
4. Click Save

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Option 2: Create a New Parent/Carer

If the parent/carer does not exist in the system yet:

1. Leave the Select Existing Relative field empty
2. Fill in the new parent/carer details:
   • First Name
   • Surname
   • Email
3. Configure the relationship details
4. Click Save

This creates both the new parent/carer profile and establishes the relationship with the child in one step.

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Login Status and Invitations

After adding a parent or carer, you can invite them to access the parent portal.

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Status Indicators

The parent/carer list shows the current login status for each person:

• Last Login Date: Shows the date and time when the parent/carer last logged in (e.g., “10 Feb 2026 14:30”)
• Invite Sent: A blue mail icon indicates an invitation email has been sent but the parent/carer has not logged in yet
• Dash (-): No invitation has been sent yet

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Sending Invitations

To grant a parent/carer access to the parent portal:

1. Click the More Actions (…) button on the parent/carer row
2. Select Send Invite
3. The parent/carer will receive an email with a login link

Once the parent/carer logs in using the link, they will automatically be connected to their profile and gain access to view their children’s information, invoices, and funding forms.