Articles on: Families Module

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.

Step 2: In the families menu, click on the family name.

This will take you to the family summary screen.

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

The guardian(s) information.

The children's information.

The nominee(s) information.

The family's email history.

Any additional documents such as driving licenses or court orders.

** Relevant tags. **

** Medical conditions which include health and immunisation details. **

** Payment account details. **

Notes relevant to the family. These are only visible to staff members or you.

** You can check whether the family has agreed to the terms and conditions as well as privacy policies of your service. **

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..

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

Updated on: 20/08/2020

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