Viewing a Family and Managing Contacts

Open a family to see students, contacts, enrollments, and makeup credits — and add or edit contacts from the student's Family tab.

Last updated: October 13, 2026

1. 1

   Go to Families

   Click Families in the sidebar. Search with Search families... and filter by status: All Statuses, Active, Lead, Trial, Waiting, Paused, or Inactive (the list defaults to Active).

2. 2

   Open the family

   Click the family. The header shows the family name and Family since month. Cards include Students, Contacts, Enrollments, Subscriptions, Makeup Credits, and Rentals.

3. 3

   Review contacts

   The Contacts card lists each parent or guardian. A star marks the primary contact. Email and phone show Not provided when they're empty. Portal invite buttons also live on this card — see Inviting a Family to the Portal.

4. 4

   Add or edit a contact

   Contacts are edited from the student, not this page. Open a student, go to the Family tab, and use Add Contact (sheet title Add Family Contact) or Edit Contact (sheet title Edit Family Contact). Enter First Name, Last Name, Email (optional), Phone Number (optional), and optionally check Set as primary contact.