# Complete contacts, pickups and safety records

Category: Families and enrollment

Before you start: confirm the correct school and role. Use approved source records; perform live changes only within your assigned authority.

Creating the family is only the first pass. Complete the remaining sections before staff rely on the record.

### Add another parent or guardian

1. In `Family Record Editor`, select `Guardians`.
2. Select `Add` beside the parent/guardian selector.
3. Enter name, personal email, phone, relationship, preferred contact method, and employer if applicable.
4. Mark `Billing contact` only if this adult is an approved payer/contact. A valid email is required.
5. Leave `Parent portal login` on only when this guardian is approved to access the family portal.
6. Select `Add parent`.
7. Confirm the result says the contact was saved and, when requested, that parent portal login is ready.

Do not give one guardian another guardian's login. Do not remove or merge a guardian merely because two names look similar; first verify custody, payer, pickup, portal, and communication history.

### Add authorized pickups and emergency contacts

1. Open the `Pickups` section.
2. Under `Authorized pickups`, select `Add`, enter the person's name, phone, relationship, and verification notes, then select `Add pickup`.
3. Under `Emergency contacts`, select `Add`, enter the person's name, phone, and relationship, then select `Add contact`.
4. Repeat until every approved person is present.
5. Stop and escalate if the app record conflicts with custody or pickup paperwork.

### Add allergy and medical information

1. Select the intended child in the `Children` section.
2. Under `Allergies`, select `Add`, enter the allergen, severity, and action plan, then select `Add allergy`.
3. Under `Medical notes`, select `Add`, enter a clear category and note.
4. Keep `Restricted to staff with child safety access` selected when the information is sensitive.
5. Select the save action and confirm the record appears under the correct child.

Do not use Mr. Bee to decide custody, pickup, allergy, medical, medication, licensing, or other child-safety information.

## Verify the result

Reopen each saved section under the intended child or guardian.

## If something goes wrong

Conflicting custody, pickup or medical records require school review. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: sources/DIRECTOR_DAY_ONE_QUICK_START_GUIDE.md — 4. Finish the Family's Safety and Contact Record. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.