Adding a new sub-unit on the front end

Adding a new child or sub-unit from the user dashboard (Project Front-end)

If you would like to instruct your users to add a new child or sub-unit on their own, direct them to their dashboard when logged in to their account.

Go to the family tab, and they can click “Add Child”, the blue button on the right, and add another child record. By clicking the button, a new child account will be created and they’ll be taken to the first child form to complete the process of registration, selecting products, and checking out.

From the back end, you can navigate to the dashboard form and customize the “Child Profile” widget if you would like to enable additional settings.

Go to Forms > System > Dashboard and click “Edit Form Fields”

Then click on the “Family Members” widget, and you can set the following settings:

You can turn on/off a number of settings that will customize the experience of the user on the dashboard.

1. Display orders and payments for each sub-unit 
2. Allow adding a child through the widget
3. Remove a sub-unit from the group or family from the dashboard
4. Always present the “Add product” button to the user on the dashboard
5. Button text values

Click here to see how to add users on the backend.