Parents

When you need this

• A parent or guardian needs to be linked to a student: they receive the invoices, statements and reminders, and you have their phone number.
• A parent's phone number or email changes.
• A parent has a second child joining the school.

Parents you add while adding a student are linked already. Use this page for everything after that.

Steps

Link a parent to a student (from the student's page)

1. Open the student (see Find and edit a student) and the Parents tab.
2. Press Add Parent.
3. Relationship: Mother, Father, Guardian, Emergency or Other.
4. Type the parent's name or phone number in the search box.
   • If they are already in the app (for example a brother or sister is at the school), pick them.
   • If not, press Create new contact and fill in First Name, Last Name and at least one phone number under Phone Numbers. Add an email under Email Addresses if they have one.
5. Start date: leave it on today.
6. Press Save.
7. If this parent should receive the invoices: in the parent's row, open the ⋮ menu → Edit, switch on Receives Invoices (and Financially Responsible if they pay), and press Save Changes.

Link a second child to a parent (from the parent's page)

1. Open Parents in the menu, search for the parent by name and pick them.
2. Open the Students tab and press Add Student.
3. Relationship: choose one.
4. Search Student: type the student's name and pick them.
5. Press Submit.
6. Then turn on Receives Invoices from the student's Parents tab, as in step 7 above.

Add a parent on their own

1. Open Parents in the menu and press New Parent.
2. Fill in First Name and Last Name, a phone number, and an email if they have one.
3. Press Save Changes.
4. Link them to their child from the parent's Students tab, as above.

Change a parent's details

1. Open Parents in the menu, search for the parent by name and pick them. (Or, from a student's Parents tab, ⋮ → View Contact.)
2. On the Personal tab, correct the name, phone numbers, emails or addresses.
3. Press Save Changes.

What the ⋮ menu on a student's Parents tab does

Action	What it does
View Contact	Opens the parent's own page.
Edit	Changes the Relationship, and whether they Receives Invoices and are Financially Responsible.
Remove	Unlinks the parent from this student. The parent stays in the app, linked to any other children.

What you should see

• Successfully added, and the parent in the student's Parents tab with their Relationship.
• A Billing badge next to each parent who receives the invoices and payment reminders.
• On the parent's Students tab, every child linked to them.

If something goes wrong

• A parent says they get no invoices or statements: check the Billing badge on the student's Parents tab. Without it, use Edit and switch on Receives Invoices. Check they have an email address too.
• The same parent appears twice in the search: they were added twice. Link the student to one of them and leave the other unused.
• You can't see the phone and email fields on a parent's page: your role doesn't allow changing them. Ask the bursar.
• Remove asks Are you sure?: press Yes, remove! to unlink. It can't be undone, but you can link the parent again with Add Parent.