This video walks you through the key points — it’s the best way to understand everything in just a couple of minutes.
Further Reading
To add a new parent or donor in TUIO, follow these steps:
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Go to the Parents Tab
Navigate to the Parents tab and click the Create Parent button. -
Enter Parent Information
Provide the parent’s name and email address. You can also add a phone number if desired. -
Optional: Mark as Donor Only
If the profile is intended solely for donations (not linked to a student), check the "Donor only" box. -
Linking to a Student
After creating the parent profile, go to the Students tab to link the parent to a student, if applicable. -
Add Additional Information
If custom form fields are set up, you can enter more details directly in the parent profile. -
Recording Donations
You can record and manage donations for both Parents and Donors from the Donations tab.