Managing Families

Families group guardians and children together so they can be registered for children's events as a unit. The Families page in your admin dashboard is where you view, search, and manage all family records for your organization.

How Families Are Created

Families are created automatically when a family uses child check-in for the first time. The empty state on the Families page reads: "Families appear here once they use child check-in." You can also create a family manually from the Families page when needed.

Searching Families

A search bar at the top of the Families page lets you filter the list in real time. You can search by family name, guardian name, guardian phone number, or child name.

Creating a Family Manually

Go to the Families tab

From the People section in your admin dashboard, click the Families tab to see all existing family records.

Click "Add Family"

Click the Add Family button in the top-right corner of the page. A dialog will appear asking only for a family name.

Enter a family name and save

Type the name for the new family and click Create Family. The family record is created immediately with no members.

Add members via the management wizard

After creation, click the family card to open the Family Management Wizard. From there you can add guardians on the Guardians step and add children on the Children step.

Tip

The Add Family dialog only asks for a name. You cannot add members or assign roles during the initial creation step. All member management happens inside the wizard after the family record exists.

Managing an Existing Family

Click the edit icon on any family card to open the Family Management Wizard. The wizard has three steps you can navigate between:

Family Overview — Shows a summary of all guardians and children. Admins can rename the family or delete it from this step.
Children — Add new children, edit an existing child's details (name, date of birth, gender, allergies, image permission), or remove a child. Deleting a family also permanently deletes all of its children.
Guardians — Add existing members as guardians, update guardian details, remove a guardian from the family, or send a verification email to a guardian.

Note

Linking members to a family is done from the Families page using the Family Management Wizard. There is no family-linking option on an individual member's profile.

Guardian and Child Detail Views

Clicking a guardian's name on a family card opens the Guardian Details dialog, which shows that member's full profile. Clicking a child's name opens the Child Details dialog with the child's information. These are read-only views accessible directly from the family card without opening the wizard.

Notes

Each family card has a notes option in its action menu. Opening notes lets you attach internal notes to either the family as a whole or to an individual member within the family. Notes are visible only to admins.

Removing a Guardian or Deleting a Family

To remove a single guardian from a family, use the remove option on the family card. You will be asked to confirm before the guardian is unlinked.

To delete an entire family, open the Family Management Wizard, go to the Family Overview step, and use the delete option. A confirmation dialog will warn you that all guardians will be removed from the family and all children will be permanently deleted.

Warning

Deleting a family permanently deletes all children in that family. Guardians are unlinked but their member records remain. This action cannot be undone.

Family Registration for Children's Events

When a parent RSVPs for a children's event such as VBS, the family registration wizard lets them select which children to register, confirm or update each child's information, and complete registration for multiple children at once. The family record built on the Families page is what powers this flow.