Family Page Overview

Table of Contents

High Level Overview Edit Family Student Info Enrollment Info Ledger Info Family Notes Launch POS Text Message Email

High Level Overview

Edit Family

Family Details

Family Info
Billing
Policies
Keywords
Notes
Customer Fields
Emails Sent
SMS Sent
Logs
QR Codes
- Student Summary
  - Ledger
  - Enrollments

Student Info

View all students in family

Add New Student

Edit Student

New Class Enrollment

New Camp Enrollment

Attendance Skills

Enrollment Info

New Class Enrollment

New Camp Enrollment

Edit Enrollment

Drop Enrollment

Transfer Enrollment

Ledger Info

Full Ledger

New Charge

New Payment

Family Notes

More Details On Notes

Launch POS

Not used by Hubbard

Text Message

Families with the chat icon are opted-in for text message. We want at least one number to be opted-in.

Email

Emails with the green P indicate this is the primary email. Emails grey & italicized have opted-out of communication. We want at least one email opted-in.

PART 1: OVERVIEW

PART 2: EDIT FAMILY

PART 3: OTHER ICONS

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