Transfer Student Only Delete Account

Overview

Duplicate families, or accounts, are a common problem in any database system. In iClassPro, this happens most often when a family already has an account from a previous enrollment and creates a new account online. The Family Merge feature easily merges duplicate families, or accounts, into one record in just a few clicks. With this feature, ledger transactions, students, enrollments, contact info, autopay information, family notes, special discounts, and policy acceptance can be easily combined into one account.

NOTE:

• If families were merged incorrectly do not make any changes to the new family. As soon as the new family is edited by creating new students, enrollments, changes, or payments iCP is no longer able to reverse the merge without billing HFSS $150/hr to fix. Contact Jessie@HubbardSwim to request a ticket be submitted.
• Merged accounts will be required to reaccept policies before their next lesson.

Step 1

From the Family Page select the families to merge. Be sure to select the primary account first than the other(s). Select the Merge icon from the bottom toolbar.

Pro Tip! If information (name, phone, email) does not match to view both accounts at the same time add a phone number that matches to each account.

Step 2

Default family is the primary person on the account

Step 3

Read each page and select the correct information to be assigned.