Families - Account Activation Report

This article will assist you with viewing Families who haven't activated their Family Portals.

Overview

The Family Portal or Smile APP are really handy for your Families to use to be able to view and manage their details, this includes:

Updating Guardian and Nominee details
Managing Kiosk Codes
Adding/Updating Billing Details for Direct Debit Payments
Uploading new Documents for their children eg. New Anaphylaxis action plans if they have expired.
Completing/updating Enrolment forms
Signing CWA Agreements and Declarations
Requesting Casual/Permanent Bookings.
Viewing Statements & Invoices
Making Payments if you have enabled this for your Service

If your Families haven't activated their Account this will prevent the from the benefits of all the above details.

Viewing Non-activated Families

Select the Families screen from the left hand menu
Select the Guardians Tab

Select the Filter icon

If you are in Enterprise (multi-centre) view, select the Service from the drop-down menu
Tick the option of who have not activated Guardian Account yet

Note: Other filter options can be reported on using this same filter option e.g. Tags, or CCS Claimants etc.

Select Update Search

The Guardian screen will update with your refined filters.

If you would like to export this information out.

Either pre-select the Families on the left hand side then select Bulk Action OR just use the Bulk Action if you have multiple pages for this search result.

Select Bulk Action
Select Export to Excel

To re-send the Activation email.

Either pre-select the Families on the left hand side then select Bulk Action OR just use the Bulk Action if you have multiple pages for this search result.

Select Bulk Action
Select Create/Reset Password

To assist you further with managing the Families screen see: Help Page - Families Screen Guides & Videos

Updated on: 15/07/2021

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