Family Profile Page

Once you determine which account will serve as the source and which as the destination, navigate to the destination family profile page and make note of their family ID number (located at the end of the URL, as shown above). 

You'll need to enter this number into the Merge Tool later, so make sure you remember it correctly.

Next, navigate to the family's other account (i.e. the source account), open the Action Menu, and click "Merge into another family..."

There are 3 parts to completing the merge process.

Parents can update their details from the Parent Dashboard via the "My Account" page.

Admin users can also update a parent's details by double clicking on the current information that's listed (or, the 'edit...' field if no information exists yet).

The above screenshot shows how information fields appear when being edited. To edit, double click the current information listed, change the information as needed, and then click the "Ok" button to save your changes.

View the primary parents listed for the family's account and their basic details. These details are collected when the family first creates their account.

• Each family can list up to (2) primary parents for their account.
• Both primary parents listed for the account receive access to the family's account for your Parent Dashboard, for enrolling campers, filling out forms, managing financials, etc.

For each primary parent, view the following details:

1. First and last name
2. Relationship (to the camper[s] within the family's account)
3. Contact information
   • Note that the "e-mail address" is the address that this parent will use for logging into the parent dashboard.
   • The cellphone icon indicates if the parent has opted into text messaging (for camps who have added CampSite's Text Messaging module. Hover to see the parent's opt-in status).
4. Attendance PIN (for camps who have added CampSite's Attendance Module)

View/edit the family's Home and Summer address, as well as their Lead Source Information.

For both addresses:

1. Double click to open a Google map of the address
2. View the address details
3. View the phone number associated with that address

To edit an address, double click the specific address line you need to edit.

For Lead Source information, view:

4. Greeting: The custom greeting that's been set for this family (which can be merged into an email to the family).
5. Lead source: The family's response to, "How did you hear about us?" on the form used to create their account
6. Lead source details: The family's response to, "Who did you hear about us from?" on the form used to create their account
7. Lead date: The date on which the family created their account
8. How created: How this family's account was created.

View/edit the permanent custom fields of information for this family.

• To manage the overall permanent custom fields of information for all family profiles, go to Admin > Families > Custom Fields.

1. Date
2. Time
3. Notes
4. Click "Schedule home visit" to save

The home visit is now scheduled.

To schedule a tour with a family, click "+Schedule tour..."

Colors on the calendar indicate tour availability:

Green=tour slots are available

Red=all tour slots are full

Gray=no tour slots have been set up.

See documentation on creating a tour schedule for more information.

If the tour needs to be rescheduled or removed all together this can be done here as well.

Click "+Schedule tour..."

The Transactions tab provides a summary of the family's overall account balance (per year). From the Transactions tab, admins can:

• View/add/edit financial notes regarding this family
• View, edit, add, and remove the individual transactions that comprise the family's balance
• View the family's current balance and download or email a PDF copy of the family's account statement

To learn more, please read our Transactions tab article.

The Invoices tab provides a summary of the family's payment schedules and invoice preferences (per year). From the Invoices tab, admins can:

• View the family's current payment schedule(s), including the payment dates for each schedule
  • If the family has already been invoiced for a particular payment date, admins can view the invoice details; download a PDF copy of the invoice; edit the "amount due"; and edit the amount of payment that was applied to the invoice
• Add/edit/delete payment dates
• Generate and send invoices for a payment date (outside of the batch invoice process)
• Manage the family's invoice preferences (i.e. which parent is designated to receive invoices when the family is invoiced in batch)

To learn more, please read our Invoices tab article.

The Credit Cards tab lists the saved credit cards that have been added to the family's account. From the Credit Cards tab, admins can:

• Add or delete credit cards
• View when/how the card was added to the family's profile and how many times the card has ever been declined
• Edit the expiration date; cardholder name; billing address; and billing email for a card
• Designate a "primary" card (for use with auto payments towards their payment schedule[s])

To learn more, please read our Credit Cards tab article.

Note: This tab will only display for camps who have arranged, via their payment gateway, to process checking account transactions.

The Checking Accounts tab lists the saved checking accounts that have been added to the family's account. From the Checking Accounts tab, admins can:

• Add or delete checking accounts
• View when/how a checking account was added to the family's profile
• Designate a "primary" checking account (for use with auto payments towards their payment schedule[s])

To learn more, please read our Checking Accounts article.

Admin users can manually add a payment schedule to a family's account (e.g. if the family didn't originally sign up for a payment schedule when their camper enrolled).

• After you add a payment schedule to a family's account, you also need to manually add transactions to that payment schedule (details below).
• A family can only be on one payment schedule per payment schedule group. If the family is already on a payment schedule for a certain group, you cannot add them to another payment schedule within that group. If needed, you can switch them from one schedule to another within the same group using the wrench icon.

To manually add a new payment schedule to the family's account, click the "Add payment schedule..." link.

1. Select a payment schedule group
   • Again, families can only be on 1 schedule per group. If the family is already on a schedule for a certain group, the group will not appear here for you to select.
2. Select a schedule within that group
3. Click Add payment schedule to add this schedule to the family's account

The new payment schedule and invoices will now appear on the family's account.

• By default, no transactions will be added to this payment schedule. To add transactions to this payment schedule, navigate to the Transactions tab. Find the transaction(s) you wish to place on this schedule, open the transaction details, and edit the payment schedule listed for the transaction.
• All invoices will not be set to auto pay. To place an invoice on auto pay, edit the invoice.

For each payment schedule:

1. View the Payment Schedule Group that the schedule falls under
2. View the name of the Payment Schedule
3. Double click to download a statement for the entire payment schedule
4. Double click to remove/switch a payment schedule
5. Add a new invoice (i.e. another payment date) to the schedule
6. Edit invoices; generate and send invoices; download and delete invoices

The invoice preferences determine which parents receive the invoices that you mail during the batch invoice process.

Invoices can be sent to any of the 4 parents that could be listed on the family's account (primary or divorced).

Parents are able to manage their invoice preferences via the Financial page of the parent dashboard, while admin users can also edit these settings as well.

For admins to change a parent's invoice preferences,

1. Double click the current Yes/No setting and select the correct value
2. Click Ok to save changes

1. Add a new checking account to the family's profile.
2. Double click to view when the checking account was added, how it was added, and make notes about the checking account.
3. View the checking account's primary status. Primary accounts will be debited if the family is set up for auto pay on a payment schedule. Double click to make the account primary (a green checkmark reflects primary status).
4. Delete a checking account from the family profile. Note that families cannot delete checking accounts from the Parent Dashboard; they must request an admin user to do so on their behalf.

Click the + Add new task... link to open the pop-up window for providing the task details.

Assign the task to 1 or more admin users by typing at least 3 letters of their name and selecting their name from the dropdown. Remove an assignee by double clicking the delete icon.

Note that the selected due date + time for the task also determines when the task becomes 'past due'. 'Past due' tasks are indicated with red text and emailed to the user each morning.

For each task, view the due date + time; title; who created the task; who's been assigned the task; and the task status.

Click on the task title to read the task description (if there is one).

Double click the pencil icon to edit the details for a task, as needed.

Any of the task fields can be edited after the fact (except the user the task was 'created by') - even if the task has already been marked as completed.

Once a task has been completed, click the 'Mark as completed' button under the 'Status' column to update it accordingly.

After marking a task as completed, the Status column will indicate when it was marked as completed and by which user.

• Note: Only the assignees or the user who created the task is able to mark the task as completed.

Double click the delete icon on the far right to delete a task. Only the user who created the task has the ability to delete it - admin users cannot delete a task that they did not create.

Users can also view all of their tasks (plus tasks assigned to other users) via the Family Tasks calendar, located in the Campers dropdown of the navigation menu.

To learn more, click here.