Family Page

The family page provides an overview for all users within a family, to better understand their current status at your gym or studio. You can find a family page by either searching for a family directly from the Family Index under Users, or from a User Page click the family icon that looks like two people.

Quick Links

  • Go to Family Chat
    • Take you to the Admin <> Family chat
  • Overdue Balance
    • Only will show if the family has an outstanding balance on their account
    • Clicking will take you to the Billing History tab
  • Credit Balance
    • Only will show if the family has credits on their account
    • Clicking will take you to the Billing History tab

Display Family Members

  • All users in this family will display and show their user type (staff, parent, athlete)
  • Parent Users
    • Email
    • Phone Number
    • Last Connected to App date + time
  • Athlete Users
    • Birthday
    • Age
    • Active Enrollments

Family Details

  • Family Name: Edit the name of a family
  • Family ID: unique ID for family
  • Members
    • Edit who is in the family
  • Emergency Contact
  • Delete
    • Please Note: You can only delete a family that does not have any members or invoice history.

Notes

There are many different options when it comes to managing notes for a family. To learn more, please visit the notes support article.

  • Family Notes
  • Athlete Notes
    • Display on Check-In Option
  • Medical Notes
    • Always Displayed on Check-In

Documents

All documents assigned to this family will display on this page. If a document is signed, you will be able to click and view the document.

Billing History

  • Invoices
    • Create New Invoice
    • The green arrow icon indicates this was created from the recurring billing schedule
    • See all information at a glance
    • Archived invoices for a family will not display here
  • Credit History
    • Create New Credit
    • View all entries of credit added and credits used

Scheduled Fees


Payment Settings

  • Card on File
    • Date Card was added to the account
    • Card Type (Debit or Credit)
    • Name on the Card
    • Last 4 Digits
    • Set as Default
    • Cards currently can only be used by the person who added the card to the family account
  • Billing Schedule
    • The schedule that this family is assigned for recurring billing schedules
    • New billing schedules are managed from Settings
  • Enable Auto-Discounts
    • Every family will have this enabled as the default
    • Turn off if you do not want auto-discounts applied, such as if you give them a customized discount.
  • Auto-Pay
    • This setting will only display if you have auto-pay enabled for the gym
    • Based on what your settings are, either new families will be:
      • Automatically enrolled
      • Manually enrolled
    • You can also disable auto-pay for specific families.
  • Allow Partial Payments