The Family record provides a centralized area to keep all information related to a specific family. It's like a file cabinet, it stores and organizes important information.
In the Family record, the information is grouped and organized on different tabs. Buttons allow you to perform an action for the family, for example post a fee, and many links are provided throughout the record for convenient access to additional relevant information. Other links can be used to do things like enroll a student.
Family Tab Descriptions
The Summary tab offers a summary of details for the primary contact and displays key information about the students in the family. The main address is stored on this tab, the registration date is displayed, and if the family is a Problem Account, it is designated here.
Information about the contacts in the Family record, including emergency contact details, is summarized in a grid on the Contacts tab. Use the View link to see additional information about a specific contact or control their Parent Portal access.
The Classes tab provides details for the current and future enrollments for all students within the family as well as the 10 most recent past enrollments. For details on older past enrollments see the Student record or use the Enrollment Detail Report.
The Events tab stores all current and past event enrollment details for the family. When enrollment into the event was by student (versus by family), the student's name is shown.
The Transactions tab displays the 20 most recent transactions for a family (fees, payments, and credits). Click View Transaction History for the family's entire transaction record. View Unapplied Credits & Unpaid Fees displays a listing of these type of transactions which can be helpful when correcting linking errors.
The Billing Info tab contains all of the billing details that have been set for a family such as credit card/bank account information, Family Fixed Fees, and details about any discounts to be applied to tuition fees.
|Misc||More important family information is stored on the Misc tab, including Family User-defined Fields and the date of the family's last agreement to your legalese. See details of registrations done through the Parent Portal, Web Registration, and Quick Registration (View Registrations button) and review a history of emails sent to the family (View Sent Emails button).|
|Notes||Add, edit, or delete notes for a family here. Search notes, filter the notes by tags, and sort the notes by the date created or by the date modified. Learn more about Notes in Jackrabbit.|
|Resources||Upload files and add hyperlinks (URLs) to the family's record. Store up to 15MB of data. Learn more about Resources in Jackrabbit.|
Family Button Descriptions
|Make Sale/Post Fees|
Use the Make Sale/Post Fees button to post fees or make a store sale to a family. Once a fee or sale has been posted, it is visible under the family's Transactions tab. Learn more about posting fees.
Use the Payment button to enter a payment the family made. Learn more about entering payments.
View the last 20 payments a family has made and choose a payment to refund. Learn more about refunds.
Print or email a statement for an individual family. Learn more about statements.
|Add Student||Add students to the Family record.|
|Add Contact||Add contacts to the Family record.|
|Archive Family||Archive a family to your Lead File. Learn more about the Lead File.|
Use this button to change the last name on the Family record and select if it should apply to students, contacts, or both.
|Generate an email to the family and select which members of the family should receive it. Learn more about emailing in Jackrabbit.|
|Email Schedules||Email the current class schedules for all active students in the family. Learn more about emailing student schedules.|
|Merge Family||Merge duplicate family records together. This family becomes the 'from' family. Learn more about merging duplicate families.|