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Linking Sibling Profiles
You can ensure parents with multiple children at your center have access to the profiles of all their children. To do this:
Make sure that the parent(s) have the same email address associated with all their children
Once you send the Parent login out from all their children's profiles, that parent will be able to log in to the app and see all their children
Check out the article below to learn more about linking siblings on Famly:
Linking Sibling Bills
Parents with multiple children at your center can receive one bill for all of their children. To set this up:
When a new sibling starts
Do not set up a new bill-payer for the new sibling. Instead:
Go to the new sibling's profile and select the Billing tab
Next, go to the Bill payers section and click Manage
Click on Add bill payer and click on the suggested bill payer that is linked to their sibling
Alternatively, you can click on Search for existing and look up the sibling's bill payer
It's important that the bill payer you select has Bill payer for: [the new child's sibling] under their name
When both siblings already have established bill payers
If two siblings already have separate bill payers assigned to them (and the family wish to combine them into one bill payer for all siblings), you can follow the steps below.
💡 To make it clear, we have used the terminology "first" and "second" sibling, but this is just to differentiate between the siblings in the instructions. In this guide, we are going to demonstrate how to switch the second sibling's bill payer to match the first sibling's bill payer.
Step 1: Check for outstanding balance
Check for outstanding balance on the account of the second sibling. This is a necessary step, as balances aren't automatically transferred between bill payers.
To do this, visit the Billing page of the profile, then click View account under the Bill payers box. Here you can see the outstanding balance.
Step 2: Transfer the balance
If you see an outstanding balance, you will now need to transfer the second sibling's balance over to the first sibling's bill payer. To do so, head to the second sibling's Billing tab and:
Click on the individual bills that need to be transferred
Click the three purple dots on the top menu of the bill, and select Transfer invoice from the drop-down menu
A pop-up will open where you can search for the first sibling's assigned bill payer and click Transfer
💡 If you have manually logged a payment and connected it to an invoice, this will transfer too.
Step 3: Remove the bill payer
Next you will need to remove the bill payer from the second sibling in order to add the first sibling's bill payer (you can also have multiple bill-payers if you choose). To do this:
Go to the second sibling's profile and select the Billing tab
Next to Bill payers click Manage
In the Edit bill payers pop-up, hover your mouse over the name of the existing bill payer for the second sibling and click the "X" (as shown below)
A pop-up will open, asking you to confirm that you want to remove the bill-payer. Click Remove
Step 4: Assigning the first sibling's bill payer to the second sibling
Now you have removed the second sibling's bill payer, you can assign them the first sibling's bill payer. To do this:
Still on the Edit bill payers pop-up, click Add bill payer and click on the suggested bill payer that is linked to their sibling
Alternatively, you can click on Search for existing and look up the first sibling's bill payer
It's important that the bill payer you select has Bill payer for: [the first sibling] under their name
Once selected, the first and second siblings should have the same bill payer, and will appear on the same bills going forward.
