For Counselors: Adding Parents/Guardians to Scoir

Client Success Team Updated by Client Success Team

Counselors have the ability to add parents to any of their student records in Scoir, or to import a parent file in bulk to Scoir. This article reviews how to add a parent to a student record and invite that parent. Please see the help section for the bulk add.

 

When adding a parent to a student record, a few fields are required

  1. Parent/guardian first name
  2. Parent/guardian last name
  3. Parent/guardian email
    This must be a unique email, not one that is already taken/used by another parent in your high school.

There are two ways to add parents — via the student record or by navigating to the Students, specifically Parents tab.


To add directly in the student record, search for the student.

Go to the personal details are on the student's profile.

Navigate to the Parents section.

 

Click + Invite Parent.  If your parent is already in Scoir, you can connect them to this student or you can Add a new Parent.


Complete the required information.

And Save or Save & Invite! Notice the student name appears in the bottom as the 'connected' student! 

This same process can be performed by navigating to the Students tab and clicking on the Parents tab.

Click Add Parent.

The only difference when adding a parent from the main parent tab is that the student must be entered at the bottom to connect with the parent.

 

 

 

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