- The family's name (double click to edit)
- The campers within the family (click a camper's photo to access the camper's profile)
- Quick Notes
- Tabs of information
- Action Menu
Quick Notes
Record "quick" notes about a family via the yellow Quick Notes section of the family profile.
- Quick Notes are for admins and cannot be accessed by the family.
- Quick Notes are saved permanently (year after year), unless an admin edits or deletes them.
To add or edit Quick Notes, double click the yellow sticky note and the text area will become editable.
- Add/edit the content of the Quick Notes as needed.
- Click Ok to save your changes.
Profile Tabs
The family's information is stored in different tabs. To learn more about each tab, please refer to the support article for the relevant profile tab by clicking here.
Action Menu
Complete various actions for this family's account using the Action Menu.
Click the Action Menu to dropdown the following action items:
- Send an e-mail to the family.
- Send a text message if the parent is opted in.
- Generate one of your saved Family Documents with this family's information.
- Generate one of your saved Family Labels with this family's information.
- Generate a "lead card" with this family's lead data.
- Reset the Parent Dashboard passwords for the parents within this family.
- Reset or send the Attendance PINs for each parent in the family.
- Add a camper to the family.
- Open an interactive map indicating the camper's home address along with the nearest families that live close by.
- Merge this family into another family account (i.e. when duplicate accounts are created).
- Permanently delete this family's account and all data related to the family. A family cannot be un-deleted, so choose this action carefully!
Resetting a Parent's Password
Admin users can manually reset a parent's password via the Action Menu.
- Note that parents can also reset their password themselves by navigating to the login page for your camp's Parent Dashboard, clicking "What's my password?", and entering the email address associated with their account.
There are two options for resetting a parent's password:
Email a password reset link
Choose this option to let the parent set their own password initially.
Select which parents to trigger a password reset email for and submit. The email will contain a link to the password reset tool. Once the parent enters their new password they'll be logged into their account.
Set a new password
Choose this option to set the parent's password for them initially. They can then reset their password as soon as they log into the dashboard.
Enter a password (or, double click the wand icon to autogenerate a password), select which parents to set it for, and submit. Provide the parent with their new password and your Parent Dashboard link for logging in. For security purposes, we don't recommend putting the password into an email.
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