Follow

Family Profile Page

  1. Campers associated with the Family Profile
  2. Gender indicator (blue=male, pink=female, gray=no gender indicated)
  3. Quick notes (Family)
  4. Family Profile Action menu
  5. Family Profile Tabs

Action Menu

The Action menu controls the majority of functionality for the profile page.

  1. Send an e-mail to the family.  
  2. Send a text message if the parent is opted in.  (please see text messaging documentation)
  3. Generate documents that have been already been created in Admin>Families>Documents.
  4. Generate labels for individual families.  (label styles are created in Admin>Families>Labels)
  5. Generate a lead card which can then be printed with all of the family's information on it.
  6. Reset the parent's loggin password.
  7. Send a text message to a parent with their attendance PIN. (or reset it for them)
  8. Add a camper to the family.  
  9. Open up a google map to see the location of the family's home.
  10. Merge families together (used primarily for duplicate families or campers)(Please see "How to Merge" below).
  11. Delete the family entirely.  

How to Merge

First click the action menu dropdown, and select Merge into another family...

Choose the destination Family Id where you want to the family merged into

  1. Locate the Family Id in the URL.
  2. Set a destination Family Id. (or pick the same Family Id to merge two campers within one family)
  3. Continue to the next step.

Before you continue make sure the source family and the destination family are correct.  Families can be merged easily, however un-merging has to be done from the support side.  

  1. Select where you want the camper(s) to go. (either merge into another campers profile or just under the destination family's profile)
  2. Make sure you check the box and have read and understand the merge process.
  3. Click to complete the merge.
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