How to add a young person to OSM

This article will guide you through the steps to add a member to OSM, and to send an email to their parent asking them to fill in their personal details.

From the OSM dashboard, click Members > Personal Details

In the top right, click 'Add Member'

Add the young person's first name, surname & DOB. 

You will also need to fill in the 'Joined Movement' & 'Started Section' dates - these will likely just be todays date.

Click 'Add Member' again & they will now appear on the Personal Details page.

From here, click 'view' by their name to go into their personal details. 

Scroll down to 'Primary Contact 1' and click 'Edit'.

Fill in 'Email 1' with their parent's email address, then click 'Save Primary Contact 1'.

Now, click 'Send Email' on the left hand side to load the email composer. Enter a subject of 'Welcome to OSM', then click 'Special Content/Mail Merge'.

Click 'Select content to add to message', then pick 'Invite to the Parent Portal' and click add.

You can now click 'Send' in the top right.