If you generate invoices and receive payments from the parent of a student or an organization that a student belongs to, then you will need to set up a Family profile that the student(s) will be added to.
You can follow the steps below to add a Family profile:
Click on "Students" and then click on "Add Family".
Complete the form with the necessary details about the family.
NOTE: You can add multiple email addresses to the "Additional Email" field by separating each email address with a comma ",". The email addresses in the "Additional Email" field receive all of the emails the primary email address receives. This is useful if you want to add a contact for billing purposes without creating a family contact account.
If you would like to add a student to the family immediately , click on the "Save & Add Student" button. If you would like to create the family profile without adding a student, click the "Save" button.
Importing Families
You can also import multiple families and students at once using the bulk import feature Importing Students.
Need some more help? Watch a video here.