Welcome to CampSite

To add a new family, click the Add New family link from the Campers menu on the navigation bar.

1. Enter family name, lead source, lead source details.
2. Enter the family's address and home phone.
3. Enter Parent 1 (P1) details and contact information.
4. Enter Parent 2 (P2) details and contact information.
5. Click "Add family" to save.

Note: The only required field is the family's last name.

Click "OK" to confirm that you would like to add the family.

Next, you'll be directed to the family's profile page.

Next, create the campers within this family. Note: The family can also do this themselves if they log into the parent dashboard. Click here to learn how parents add new campers to their family via the dashboard.

To manually add Campers to the family, select "Add a camper" from the Family Profile page Action Menu.

1. Enter the camper's name, gender, and grade.
2. Click "Add camper".

Next, you'll be directed to the Camper Profile page. To add or edit the camper's information, double-click the relative fields. To learn more, click here.

In order to log into the parent dashboard, they need to set their password. 

Open the action menu on their profile page and select Reset Dashboard password to either email them a link to the password reset tool; or, to set their password for them.

To learn more on how to reset a password, click here.

Note that parents can change their password after logging in by going to the "My Account" page of the Parent Dashboard. To learn more, click here.

Click Show filter to access the available filters for the report.

Click Show detail to add more details to your report results.

Compare enrollment between years by selecting a year and clicking the "Compare to" button.

The results will refresh to include the total enrolled for the reported year; the total enrolled for the 'compare to' year; and the difference between the two years (i.e. how many more or fewer enrollments exist for the reported year). View comparisons per gender and then for the total overall. 

For example, in the screenshot above, the highlighted columns represent:

1. The total number of males registered for the reported year (2020)
2. The total number of males registered for the 'compare to' year (2019)
3. The difference between the two years (2020 enrollment minus 2019 enrollment)

If you have fewer campers enrolled for the reported year than you had for the year you're comparing to, the difference column will reflect a negative number and the data will be highlighted in red.

If you have more campers enrolled for the reported year than in the year you're comparing to, the difference column will reflect a positive number and be highlighted in green.

By default, the report results will generate enrollment totals for each session individually. Using the session groups feature, multiple sessions can be grouped together to generate combined enrollment totals for all sessions within a group.

1. Click to add a session group.
2. Select the sessions you wish to add to the group. Type a keyword and CampSite will automatically select all sessions with names containing that keyword; or, manually checkmark sessions from the report.
3. Click create session group.

Enter a name for the session group and add the session group.

All sessions within a session group will display as a separate table in the results. The enrollment totals for all of those sessions combined will then be presented at the bottom of that table.

For example, in the screenshot above, an "Afterschool" session group was created with 10 afterschool sessions therein. The enrollment totals for all 10 sessions combined are displayed at the bottom of the table (highlighted yellow in the screenshot).

1. Select whether or not you would like to include each option on the Bunking Board
2. Click Save changes

To open a report that's already been created/saved in your database, click the Saved Reports dropdown menu ("select...").

Select the report from the menu that drops down, or type the name of the saved report to search for it. Click the name of the report to load the current results.

To create a new report, start by adding campers to your report based on their enrollment status for the given year.

1. Add enrolled campers to your report by selecting the sessionsthey're enrolled for.
   • When a session is added to a report, all campers currently enrolled for that session will display in the report results.
2. Add campers who are not enrolled by selecting their lead status.
   • When a status is added to a report, all campers  labeled with that status will display in the report results. 

To add a session or status, click the corresponding link and select from the pop-up window that opens. Or, manually type the name of the session/status in the relative text boxes. Both sessions and statuses can be added to a report (which will generate a report containing enrolled campers and not enrolled campers).

Tip: Adding all sessions and all statuses will generate a list of every camper in your database. 

By default, an Advanced Report only generates each camper's first and last name. To generate additional information about each camper, add fields to the report.

To add fields of information to your report, click "+Add a field..."

A pop-up window will open presenting all of the fields that can be added to the report.

1. Fields are organized under different tabs, based on the type of information they represent. Select a tab to view the available fields within it.
2. Checkmark a field to generate that data in the report.

Close out of the Fields window to return to the report. For each field you selected, additional columns will appear in the report.

For each field added to the report:

1. Click and drag fields by the three gray lines icon on the far left side of each field name to re-arrange the order of the columns in the report.
2. Double-click on the two pronged arrow icon to split multiple values onto separate rows in the report.
3. Double-click on the bullet point list icon to group the report results by the data within this field.
4. Double-click on the red icon to remove the field from the report.
5. Single click a column header to sort the report by the data in that particular field (A-Z). Click again to sort Z-A.

Remove certain campers from the report by adding filters.

Click +Add filters... to add a filter to the report.

A pop-up window will present all filters you can apply.

1. Fields are organized under different tabs, based on the type of data they represent. Select a tab to view the available fields within it.
2. To select a filter, click the corresponding checkbox.

Another window will ask you to specify your filter criteria.

1. First, select how to filter by this field.
   • Filter criteria are dependent on how the data in that field is collected. For example, age can be filtered by "is between", "is not between", "is blank", or "is not blank".
2. Enter the filter criteria.
3. Add the filter.

The report will results will update to include only the campers who meet your filter criteria. To narrow down the results even further, add additional filters as needed.

1. Info: Rename or delete the report. Note: you must have "admin" level permission to the saved report to make changes to it.
2. Save: Save the report.
3. Save as: Save a copy of the report under a different name.
4. Permissions: Manage which permission level each admin user has for the report.
   • Read = The user can view the report, but cannot edit or delete it
   • Admin = The user can view/edit/delete the report
   • Learn more about managing report permissions here.
5. Subscribe: Subscribe to a report and CampSite will generate the email on a regular basis and email the user with a summary of the new report results.
6. Advanced Report Management: Manage report permissions in mass; manage report categories; and delete reports.

Complete an action towards all campers in the report selecting the action buttons.

Tip: If the report is grouped by a certain field, and a group has been un-checked, that group will not be included if you complete an action.

1. Refresh the report results.
2. Print the report.
3. Send a mass e-mail to all of the parents and/or campers in the report.
4. Schedule a mass e-mail to send automatically at a date + time of your choosing. Note: The report must be saved before an e-mail can be scheduled.
5. Send a text message to the parents of every camper in the report.  
6. Export the report results as a .csv spreadsheet.
7. Share this report via e-mail with other CampSite admin users.
8. Generate documents for every camper in the report.
9. Generate labels for every camper in the report.
10. Post the same note on the profile of every camper in the report.
11. View a Family Map of every camper in the report (i.e. their home address).
12. Download the profile photos of every camper in the report.
13. Mass edit data for every camper in the report.
14. Post a mass transaction for all campers or families in the report.
15. Identify the Missing Forms for every camper in the report (i.e. which forms each camper still needs to submit).
16. Generate a PDF copy the financial statement for every family in the results.

1. Camper Info:
2. Click tro navigate to the camper's family's profile.
3. Camper's profile photo. Click once to edit.
   1. Profile photo upload file types must be .JPEG or .PNG files. Please note that "iphone" photos (.heic file types) cannot be used by CampSite. In addition, "Live photos" or "motion photos" are not accepted by CampSite and cannot be used.
4. Gender indicator.
   • A blue indicator means the camper's gender is listed as "Male"; a red indicator indicates "Female". If you've added custom gender values to your database, they'll display as a grey indicator.
5. Camper first and last name. Double click to edit.
6. Camper's current enrollment status (for each year that's still open for enrollment).
   • If the camper is not currently enrolled, their Lead Status will display here. Double click to edit their status as needed.
7. If the camper is enrolled, the sessions they're enrolled in will display here, along with their division + bunk assignment.
8. If the camper has siblings, their siblings will display here. Click a sibling's name to navigate to their profile.
9. Quick Notes
10. Tabs of information
11. Action Menu

Record "quick" notes about a camper 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.

1. Add/edit the content of the Quick Notes as needed.
2. Click Ok to save your changes.

The camper'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.

Complete various actions for this camper's account using the Action Menu.

Click the Action Menu to dropdown the following action items:

1. Send an e-mail: Send a camper-level email to the camper's parents or to the camper directly.
2. Generate document: Generate one of your saved Camper documents with this camper's information.
3. Generate labels:  Generate one of your saved Camper labels with this camper's information.
4. Enroll for 20XX: Manually enroll the camper for the year indicated.
5. Waitlist for 20XX: Manually place the camper onto a waitlist.
6. Manage sessions for 20XX: Swap the camper's sessions (if the camper is swapping sessions within the same enrollment bundle)
7. Unenroll for 20XX: Unenroll the camper from some or all enrollment options for the year indicated.
8. Open family radar: Open an interactive map indicating the camper's home address along with the nearest families that live close by.
9. Move this camper...: Move this camper to a different family account.
10. Delete this camper: Permanently delete this camper's account and all data related to this camper. A camper cannot be un-deleted, so choose this action carefully!

1. Select which of the camper's enrollment options to remove the camper from.
2. If the camper previously had their sessions changed via the "Manage Sessions" tool, you can select to remove the camper from "Other sessions" that are not associated with their original enrollment requests.
3. Select whether or not remove the family from the payment schedule(s) associated with the options the camper's being unenrolled from.
   • If the camper has an enrolled sibling who's also associated with one of these schedules, the schedule cannot be removed.
4. If desired, add a cancellation fee to the family's balance.

If you're only unenrolling the camper from some (but not all) options/sessions, you must manually reverse  the relevant charges via the family's profile page after submitting the unenrollment. To learn how, click here.

When a camper is being unenrolled from all of their enrollment options for the year, the following questions will appear at the bottom of the page.

There is not.

Enrollment changes must be completed one camper at a time. We understand that this is not ideal during the current circumstances, but because of the many variables and specific details related to unenrolling - particularly financials - admins must unenroll campers individually to ensure accuracy.

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.

1. Add/edit the content of the Quick Notes as needed.
2. Click Ok to save your changes.

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.

Complete various actions for this family's account using the Action Menu.

Click the Action Menu to dropdown the following action items:

1. Send an e-mail to the family.  
2. Send a text message if the parent is opted in.
3. Generate one of your saved Family Documents with this family's information.
4. Generate one of your saved Family Labels with this family's information.
5. Generate a "lead card" with this family's lead data.
6. Reset the Parent Dashboard passwords for the parents within this family.
7. Reset or send the Attendance PINs for each parent in the family.
8. Add a camper to the family.
9. Open an interactive map indicating the camper's home address along with the nearest families that live close by.
10. Merge this family into another family account (i.e. when duplicate accounts are created).
11. Permanently delete this family's account and all data related to the family. A family cannot be un-deleted, so choose this action carefully!

The "Disable 2FA" option will only appear in the Action Menu if a Family or Staff member has previously activated Two-Factor Authentication on the parent dashboard or staff dashboard.

Family and Staff profiles now feature a "Disable 2FA" tool in the Action Menu restricted by the Campers > Basic > Edit admin permission, which strips the lock, logs history data, and triggers a confirmation alert to the end user. 

When this option is selected in the action menu, CampSite will ask which parent on the Family Profile page needs two-factor authentication removed. Two-factor authentication can be disabled for one parent at a time if needed. Choosing a parent on this page and confirming by clicking on "Disable 2FA" will disable the two-factor requirement, log history data on the profile, and triggers a confirmation alert to the parent via email.

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:

Divorced parents cannot be added by the Primary parents on the Parent Dashboard. Divorced parents must be added on the admin facing side by an admin Campsite user.

1. Divorced Parent 1 (D1) contact information
2. Divorced Parent 2 (D2) contact information

1. Home address and phone number
2. Summer address and phone number (if different from home address)

1. Select an enrollment year
2. Select a specific session
3. Filter campers by division or bunk
4. Filter by camper spending money balance (positive, zero, negative)
5. Filter by specific divisions or bunks (based on the Mode selected)
6. Click "Get campers" to generate your list of campers

The report will refresh and each camper's Balance will update to reflect the batch transaction that was just posted.

On each's camper profile, you'll also see the new transaction posted within the camper's Spending Money tab.

Again, these transactions can be posted to the Spending Money for the camper, but are not transacted through your payment gateway when created via the Spending Money Dashboard. You will not receive funds for these transactions.

Select the correct year tab then select the Spending Money tab underneath.

To add a transaction, click "+ Add transaction"

To record a new transaction, click "add transaction..."

1. Select the transaction type (deposit or withdrawal)
2. Select the Payment Method to transact for deposits. This will charge the method of payment selected upon clicking "Submit"
3. Select the transaction category
4. Enter a description
5. Enter the transaction amount
6. Click "Submit"

Adding a transaction will give you the option to process payment via the family's electronic payment methods on file.

1. View the details for each spending money transaction.
2. View the camper's current balance.

The Camper References feature is an all-in-one workflow for collecting and tracking camper references:

• Create a custom online form for references to fill out for their referring camper.
• Toggle the references page on/off of the parent dashboard via Admin > Campers > Reference form. You can also choose to collect references during enrollment; require a minimum number of references; and add customize messaging for both parents and references.
• Collect up to 3 references from parents via a new References page on the parent dashboard.
• References receive access to the form either through an automatic email that's sent as soon as the parent submits the reference's name and email address; or, through a manual email sent to the reference by an admin user, via the camper's profile page.
• After a reference submits their reference form, their responses are recorded on the camper's profile in the "References" tab under each year tab.
• Get notified immediately when a reference submits their reference form, by enabling a new admin email notification.

💡For those familiar with our Staff module "References" feature, the functionality is nearly identical.

This link redirects to the Camper Reference Form Questions page, where admins can manage the questions that appear on the form that references complete. 

• See the “Camper Reference Form Questions” article for details.

This is the “master switch” for the feature, for parents.

• Yes: Parents will see the "References" link for their camper on the parent dashboard.
• No: Parents will NOT see the "References" link for their camper on the parent dashboard (however, admins will still see camper references functionality.)

This setting determines if parents are shown the references input page during the Forms step of the Enrollment process, in addition to the camper’s Forms page.

• Yes: Parents will see the "References" link on the Forms step of Enrollment, in addition to the camper’s Forms page.
• No: Parents will not see the "References" link on the Forms step of Enrollment, but will still see it on the camper’s  Forms page.
• If references are collected during enrollment and also required, parents cannot proceed past the Forms step of Enrollment without entering the minimum number of required references for their camper.

This dropdown menu determines the minimum number of references parents must enter when submitting the references page on the parent dashboard.

• Up to 3 references can be submitted by the parent.
• Admins can require a minimum of “None”, one, two, or three.
• When references are required, parents must submit at least that many references whether they’re entering references via the Forms page or during the Enrollment process. 

This setting determines if references receive an automatic email (asking them to complete the reference form) once a parent submits the reference.

• Yes: References will receive an email automatically, to the email address provided by the parent, when the parent submits the reference on the parent dashboard.
• No: References will NOT receive an email automatically, when the parent submits the reference on the parent dashboard. Note that admins can still  manually email the reference form to the reference via the camper’s profile.

This text appears in the email body for the email that’s sent to references asking them to complete the reference form. CampSite will automatically append the end of this custom text with a link to the reference form.

This text appears at the top of the reference form that the reference completes.

This text appears on the submission confirmation page that the reference is redirected to, after submitting their reference form.

This text appears at the top of the Parent Dashboard page where parents enter their camper’s references, to provide parents instructions or guidance.

At the top of the page, find a dropdown menu for Year. Toggle between years to manage the form questions specific to that enrollment year. Changes to form questions will only apply to the year currently selected.

To create a new question for your form, click the "+ Add a new camper reference question..." link.

• Reordering Questions: To change the order questions appear in on the form, click and drag a question row to its new position. 
• Editing Questions: When editing a question, you can change the question text; whether it’s shown on the reference form; and whether it’s mandatory for references to answer it.
  • Response type cannot be edited afterwards. Instead, remove the question and create it again.
• Deleting Questions: Questions can be deleted if they haven’t been answered by a reference yet.
  • To remove a question from the reference form that cannot be deleted (because someone already answered it), hide the question from references by setting “Show on reference form” to No. 

To “preview” how the form looks, open a copy of the form by going to the “References” tab on a camper profile and then double clicking the link icon for a reference. Click here to learn more.

• Click “+ Add a reference” to load another input for a reference.
• Note: Every reference added by an admin will also appear to parents (even if the reference fields are left empty).

• Admins can edit the name, e-mail address, and completed fields for each reference.

• Use the Print icon to print a copy of their form
• Click to “show reference responses” and view the responses directly from the References tab.
• Use the Link icon to open the actual reference form
  • Note: Admin are able to fill out the reference form via this page. Saving this page as an admin WILL overwrite existing reference form answers, if applicable.

• Use the email icon to send an email to the reference with a link to the reference form.
  • The email body will contain the custom text added via Admin Settings > Campers > Reference form > Text of e-mail that reference receives.

• Use the delete icon to remove a reference. 
  • Deleting a reference also permanently deletes their reference form answers as well, if applicable.
  • The same reference can be added again by an admin or parent, but the reference will need to answer the reference form again as well.

The email sent to references will contain the custom messaging added to Text of e-mail that reference receives via Admin > Campers > Reference form, then a link to the online reference form.

The link to the reference form will open a form (themed with the same header and background as your parent dashboard), that contains:

• The (optional) custom header text added to Reference form header text via Admin > Campers > Reference form
• The Camper Reference Form questions added via Admin > Campers > Reference form
• After references fill out and submit the form, their responses are uploaded to the "References" tab of the camper profile

If a family that the Agent User will be managing enrollments for already exists in Campsite, they will need to be added to the agents new profile by an admin user. This process can be seen under: Agent Settings

If a family that the Agent User will be managing enrollments for does not already exist in Campsite, the agent user can create a profile for this family by clicking the "add family" button. This process can be seen here: The Agent Dashboard

When an Agent User is added, they will get an email where they can create their password and then log into their account. Agents can submit enrollment requests for campers within families that they manage. For more information on what this dashboard looks like please see: The Agent Dashboard

Agent Users have a limited version of the Camper and Family Profile pages in Campsite. To view what an Agent User can see on these profile pages please see: The Family Profile as an Agent User and The Camper Profile as an Agent User

Permissions can be granted to Agent Users under Admin> Campers> Agent

This is a different location from the rest of Campsite Permissions (which are hosted under Admin> DB Management> Users)  

For more details on these permissions please see: Agent Permissions

To assign a family to an Agent User click on "Assign new family..."

A text box will appear. Begin to type the name of an existing Campsite family. You will need at least 3 letters of the family name added to the text box for a family to appear in the dropdown list. 

Click on the family name to add them to the list of families you are adding to this agent.

click on the "Assign family" button when done. The family will be added to the list of assigned families for this agent. Repeat this process as needed to add more families to be managed by this agent.

You can change an Agent User's password at any time by typing into the text box under the "Change Password" section. 

Type a new password following Campsite's password criteria:

Passwords must include the following:

• At least 8 characters
• 1 uppercase and 1 lowercase letter
• 1 number

When done click on "Save changes for this agent". 

If finished with all Agent User editing click on the "Save Changes" overall button in the bottom right corner before navigating away from the page.

Basic

• Edit- Permission to edit information within the Camper module (i.e. the data on each family and camper's profile).
• Enrollment Processing - Permission to process enrollment requests and enroll campers.
• Profile History Log - Permission to view the history tab on the Family and Camper profile pages.

Financial

• Financial read - Permission to view basic financial information (such as transactions and payment methods) on Family profile pages.
• Create payments - Permission to post new payments to a family's account.

Family + Camper Notes

• Admin - Permission to create + manage notes categories and designate which users have access to view and create notes in those categories.

• Enable module only - Permission to add authorized pickups during the enrollment process.

Only an existing admin user can associate an Agent to an already existing family in the Agent Settings section under Admin > DB Management > Agents. For information on how to do this please see: Agent Settings

Once existing families are added to be managed by an agent, they will appear as follows:

The enrollment process as an Agent User is very similar to the process that any admin who manually enrolls a camper would take.

An Agent User will first need to select the enrollment options that this camper will be attempting to enroll in. Click on "+Add enrollment options..." to begin this process. 

Once options are selected, click on "Next step: Questions" to proceed. 

Here agents will fill out answers to questions asked on Step 8 and Step 9 of the enrollment process. They can also select to add on enrollment extras if desired to this campers enrollment request. 

When questions and enrollment extras are complete, click on "Next step: Payment Details".

On the payment details step an agent will see the total cost that this camper will incur for this enrollment request. 

In the Payment Details box, the agent can choose a payment method for this family to pay by.

When choosing an electronic method of payment such as a Credit Card, if the family already has a card on file, it can be selected here from the list.

If a family does not already have a card on file, an agent can add a new card by selecting "Add a new credit card"

If payment schedules are available, an agent can choose to add this family to an available payment schedule. 

When the enrollment form is complete, click on "Submit enrollment request"

The Essentials and Age and grade sections of the basic info tab can be edited by an Agent User as needed by double clicking on the current value, selecting or typing the new value, and clicking on "OK" when done.

The Yearly tab will host yearly information about this camper including. 

• Enrollment Requests submitted in this year
• Enrollment questions and their responses
• One tab per session that the camper is currently enrolled in for this year

The Basic info tab on the Yearly level hosts this campers grade and custom color. These can be edited by double clicking on the current value.

Submitted enrollment requests for the current year (as well as their current status) can be seen here along with the date and time that they were submitted.

The signed registration contract can also be seen here by clicking on "Registration contract".

Enrollment questions and their recorded responses for this camper for this year can be seen in the Enrollment questions tab. Responses can be edited as needed by double clicking on the current value, updating the selection or text, and clicking on "OK" when done.

Each session that a camper is enrolled in for the current year will have it's own tab in the Yearly tab. 

If a camper is assigned to a Division and Bunk within Bunking Boards, that assignment can be seen here. 

Yearly based custom fields can be seen and edited here. To edit a field, double click on the current value, slecet or type a new value, then click "OK" to save when done.

If a camp is using the Medical module and if the Agent User has been granted permission (under Admin > DB Management > Agents > Permissions) to see the camper medical information, the Medical tab will appear for the Agent on the camper profile.

The Medical tab functions the same way for an Agent User as it would for an Admin User with medical permissions enabled. For an overview of the Medical tab, please see: Medical Tab on Profile Pages

Click through all sections of the medical tab on the camper profile to input information as needed. Double click on any existing value within the medical tab to edit the current value and click "OK" when done to save. 

The forms tab for Agent Users has the same functionality as the forms tab has for any Admin User with Forms permssions enabled. For an overview of how this tab works, please see: Camper Profile: Forms Tab

The Primary Parent Tab will host basic information on the two primary parents, Basic info + Addresses, and Permanent Custom Field information.

This information can be updated as needed by double clicking on a current value, editing as needed, then clicking "OK" to save the new value.

If needed, additional adults can be added to a family profile page via the Divorced Parents tab. To enter a parent here, double click on an empty value, add information, then click "OK" when done to save. 

For more information on Divorced Parents and what they are able to do in Campsite please see: Family Profile: Divorced Parents Tab

If an Agent User has been granted permssions for the Attendance Module (under Admin > DB Management > Agents > Permissions) they will be able to access the Authorized Pickups tab. 

To add an authroized pickup to this profile, click on "+ Add Authorized pickup..."

Basic information must be added to the pop up window that appears. When done entering information, click on "Add Authorized pickup" in the bottom right corner. 

For more information on adding Authorized Pickups please see: Adding Authorized Pickups on the Family Profile

If family level forms exist for this family they can be accessed here on the family profile > forms tab. Agent Users can fill out and submit family level forms as needed on the family profile in this location. For more information on filling out or submitting forms please see: Camper Profile: Forms Tab

Agent Users will also have a limited version of the Financial Tab on the family profile page. Here Agent Users will be able to:

• View Financial notes
• View overall family charges, payments, and current balance
• Generate a statement
• Email a statement
• View charges and discounts for each camper
• View payments, credits, and refunds
• Make a new payment.

To generate a statement double click on the paper icon with the dollar sign under the Current Balance. Set a date range to generate for as needed and click "Generate Statement" when done. If a statement is needed for the entire calendar year as of the current date, leave the date range box blank and click on "Generate Statement".

To email a statement to a family, double click on the blue envelope icon under the Current Balance. Set a date range to generate for as needed and click "Generate Statement" when done. If a statement is needed for the entire calendar year as of the current date, leave the date range box blank. Select recipients as needed and compose email. Click on "Send email" when done. 

For more information on both of these processes, please see: Transactions

Agent Users can make a new payment for a family as needed by clicking on the "New payment" button. This process follows the same steps as seen here: Payments

For an Agent User the invoices tab is a view only access page. Here an Agent User can view payment schedules and invoice preferences for a family.

An Agent can view and add new credit cards for a family as needed in the Credit cards tab. 

This tab has the same functionality as seen here: Family Profile: Credit Cards Tab

The only functionality that does not appear on the Agent view is the ability to delete credit cards. Agents cannot delete a family credit card.

An Agent can view and add new checking accounts for a family as needed in the Checking accounts tab. 

This tab has the same functionality as seen here: Family Profile: Credit Cards Tab

The only functionality that does not appear on the Agent view is the ability to delete checking accounts. Agents cannot delete a family checking account.