Work with Contacts in the Family Record

A Family can contain as many contacts as needed and is not limited to parents. Additional contact types can be added using Tools > Edit Settings > Drop-down Lists > Contact Types.

Add additional contacts to a family by using the Add Contact button located on the Family's Page.

The Contact page is where you can Manage PINs and Pickups. The Manage PIN button allows you to enter a new PIN or delete the current PIN. The Manage Pickups button allows you to determine which students the contact is authorized to pickup with their PIN.

By default, the first contact added becomes the Billing Contact. The Billing Contact is used when sending statements. Change the Billing Contact by selecting Billing Contact = Yes or Billing Contact = No as applicable and Save Changes.

See the 3rd Party Agency and Split Family Billing Help article for information on setting up split billing between multiple parties. See Multiple Cards Per Family  for information on how to process a different credit card within a family.

Additional information that can be entered on a Contact's page includes employer details, driver's license #, birth month & day, social security #, address, and phone numbers, etc.

The Address on the Family Summary tab and the Address on each Contact page are independent of each other, i.e., address changes to the Family's Summary tab will not update the contact address and vice versa.