Families
Families groups registrants by household, so you can see what a whole family owes, take one payment for several kids and send one reminder.
The list
The list shows families with someone registered for the selected event. Search by family or student name, filter by payment status or balance and export to CSV.
Click a family to open it.
A family's page
- Overview: one card per registered person with their status, balance and forms. Parents and other family members are listed below.
- Financial Overview: total due, total paid, discounts and the balance remaining. This covers every active event the family is registered for, not only the selected one.
- Payment Plan: if the family set one up, each installment is listed with Mark Paid.
At the top: Send Reminder, the pencil to edit the family and (on a computer) buttons to copy or open the family's portal link.
Take one payment for several kids
- Open the family and click Add Payment.
- Pick the Method and enter the Total Amount. It's split evenly across the registrations, up to each one's balance.
- Change the split under Allocate to registrations if you need to, or click Fill all remaining.
- Click Record Payment.
Send a family reminder
Click Send Reminder. The email covers every registration the family has in this ministry, with balances and outstanding forms for each child. See Emails.
Fix a family
Click the pencil to change the Family Name or parents' details.
If CCB had duplicate families that you've since merged in CCB, open CCB Maintenance and click Resync family from CCB…. It moves people into the right family and removes the empty duplicate. It doesn't change names or contact details.
To resync every family at once, go to Settings > Data & Sync > Resync all families.
Common questions
The family balance is different from Registrants. The family page adds up every active event, while Registrants shows the selected event. Discounts also aren't taken off the family total yet. For one registrant's exact balance, use their Finances tab.