Manage Families

Most of the information that you can view or update for a single family, you can also view and update for multiple families. For information about how to manage a single family, see Families.

To handle families and students in bulk, from Families, select Manage Families.

Note: For information on deleting, deactivating, and withdrawing families, see Deactivate, Delete, & Withdraw Families.

To reduce the number of families in the list, apply one or more of the following filters:

  • Students Per Family

  • Grade: Current or entering grade level

  • Student Code

  • Payment Method

  • Payment Plan

  • Family Status: Active or Deactivated. For more information about deactivating families, see Update Family & Student Information.

  • Due Month

  • Due Day

  • Type Code

  • Billing Less Than

  • Show Families With Last Name Starting With

Select a column heading to sort by that column in ascending order. Select it again to sort in descending order.

Sometimes you'll want to make the same changes to multiple families and students. For example you may want to add a field trip fee for all students in the same grade level or add a discount to all families with a specific type code.

  1. Filter the list of families and select whether to view the results by family or by student.

  2. Select which families or students to update. To select all students visible in the list, select Box with a checkmark.

  3. Under Perform Batch Action, select the type of change you want to make for the selected records.

  4. Enter the details of the change.

  5. Select Submit.

  6. Select Save Changes.

The following actions are available from Perform Batch Action:

  • Apply Fee

  • Apply Discount

  • Remove Fee

  • Remove Discount

  • Add Payment Month

  • Balance Rollover

  • Block Auto Payment

  • Unblock Auto Payment

  • Change Type Codes

  • Opt-In : Green Invoice ON

  • Opt-Out : Green Invoice OFF

  • Send Modified Invoice: Resend invoices if billing is updated after invoices were sent. See How can I send a modified invoice to multiple families for more information.

  • Deactivate Families

  • Refresh Admin Fees to School Settings

  • De-Identify: De-identifying families permanently removes all personal information, audit trails, notes, and communication history. A note is added to the selected accounts stating the name of the user that processed the de-identification and the de-identification timestamp.

Tip: You can also reactivate families that have been deactivated using Perform Batch Action if you set the Family Status filter to Deactivated.

Select a View Mode.

  • Family View: All members of a family are listed on a single row. Student grade levels appear in parentheses. This also shows the Family ID, Tuition Management Admin Fee, Total Due, Payment Count, Plan Name, and Next Payment Date. Select a parent name to access the Family page.

  • Student View: Each student in a family is listed on a separate row. Family ID, Student Name, School Student ID, Grade, Student Tuition, Student Fees, Student Discounts, Family Fees, Family Discounts, Tuition Management Admin Fee, Total Due, Payment Count, Plan Name, and Next Payment Date. Select a parent name to access the Family page.

  1. Filter the list of families and select whether to view the results by family or by student.

  2. Select which families or students to update. To select all students visible in the list, select Box with a checkmark.

  3. Select Export. A comma separated value file (.csv) is downloaded to your local computer. You can open this file using Microsoft Excel or other spreadsheet software.