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# Family Summary Screen Explained


# Family Summary Screen Explained

The family summary screen will give you a breakdown of a family's account, and will give you a snapshot of different information such as children details, contact information and nominees. 

**To access a family's summary screen, please follow the below steps : **

**Step 1:** Select families from the left hand side menu. 
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/1_1w6tty7.png)
**Step 2:** In the families menu, click on the family name.  
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/2_1vsqx74.png)
This will take you to the family summary screen. 
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/21_1jpymdw.png)

**You can view the following information in the family's summary page:**

1. ** The guardian(s) information.**
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/3_lwty2.png)
2. ** The children's information.**
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/4_1qsmlcc.png)
3. ** The nominee(s) information.**
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/5_1lnnv60.png)

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/13_wu53ai.png)
4. ** The family's email history.**
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/6_12i81ls.png)
5. ** Any additional documents such as driving licenses or court orders.**
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/7_c0qziu.png)
6. ** Relevant tags. **
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/8_kv5z71.png)
7.  ** Medical conditions which include health and immunisation details. **
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/9_1b91936.png)
8. ** Payment account details. **
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/10_h28hhz.png)

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/101_1m2kric.png)
9. ** Notes relevant to the family. These are only visible to staff members or you.**
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/11_1jl4ulv.png)
10. ** You can check whether the family has agreed to the terms and conditions as well as privacy policies of your service. **
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/12_ioijqm.png)

 
| The summary tab will allow you to view important information about the family. To get a further breakdown of each area, please click on the below link: 

[Family Summary Screen Explained..](https://mcusercontent.com/076361b25bfd0ab2ad0744ad2/files/55de5e6e-56e0-4670-98b9-8fa7c541cd45/families_summary_explained.pdf)

|| For more information, please browse through our support documents or alternatively contact our support team.