Family and student records, and the family directory

This article shows you what is on each family's and child's record, what you can edit, and how the family directory works.

Before you start

• You are a director. Families appear here once you invite, add or import them.

Open a family record

1. Go to Families & students and click a family.
2. Use the tabs: Overview, Students, Billing, Messages and Notes.
3. On Overview, the Household card shows the parent, phone, email, second phone, address and emergency contacts. Click Edit to change them, then Save household.

The parent's email is their sign-in, so only they can change it.

Open a child's record

1. Click a child's name on the family record, or open the students tab on Families & students.
2. Tabs include Overview, Classes, Attendance, Health & safety and Notes.
3. The Health and pickup card shows allergies, medications, who may pick up and the emergency contact. Each item shows Shared with teachers or Director only, based on the family's choice.
4. Click Edit details to change the child's basic details.

Health, emergency contact and who may pick up are the family's to change, as are photo permission and what teachers can see.

Set up the family directory

1. Go to Settings → Tools and turn on Family directory. It starts on for co-ops and off for other program types.
2. To change one family's listing, open their record. On the Directory card, click Edit.
3. Tick or untick Include this family in the directory and Show their children's first names to other families, then click Save changes.

What happens next

Families see the directory in their menu. By default each family is listed with parent names only. Children's first names show only when the family (or you) turns that on. The directory never shows phone numbers, emails or grades. Families can change their own listing from their settings.

Common problems

• No Directory item in families' menus? Turn on Family directory in Tools.
• Can't edit a child's allergies? Ask the family to update them. Those are theirs to change.
• A family doesn't want to be listed? Untick Include this family in the directory.

Related articles

• Add families: invite, signup link, add by hand, approve
• Teachers: invite, assign classes, choose what they see
• Data, privacy and COPPA