You can add and manage guardians of students for better account management and quicker access to guardian details linked to each student.
First, navigate to the People main menu on the left side of the screen and then, to the Guardians tab under Setup.
Add guardians
Click on the Add guardian button on the top right. In the Add new guardian pop-up, enter the details (First name, Last name, Email and Phone Number).
Under Family, click on Add members and search for the students or leads that the guardian is related to. Edit Guardian’s relationship as necessary. Toggle on CC on emails and Mentioned on invoices if required.
Click on Save. The guardian is added.
Linking family members
If there are multiple students or leads under the same guardian, you can easily link them to streamline communication and billing.
To link family members to a particular guardian, click on the respective guardian profile. Click on + Add members on the top right.
Search for the particular student/lead. In the pop-up, edit Guardian’s relationship as necessary. Toggle on CC on emails and Mentioned on invoices if required.
Click on Add.
Merge guardians
Select the guardian profile that you'd like to merge by clicking on the 3 dot button on the right side and then select Merge.
On the pop-up, select the duplicate profile by clicking on the + icon inside the Select duplicate box.
Type the duplicate profile's name and select the same. Additionally, you can click on any of the two boxes in the pop-up to make it the primary profile.
💡 Alternatively, click on Bulk Select and select the profiles that you'd like to merge by checking the boxes on the left. Click on the Merge duplicates icon (to the left of the Email icon). On the pop-up, select the profile which you want to make the primary profile.
Click on Merge. In the confirmation pop-up, click on Yes, merge to go ahead with merging the duplicate guardian profiles.
Delete guardians
Select the guardian profile that you'd like to merge by clicking on the 3 dot button on the right side and then select Delete.
In the confirmation pop-up, click on Yes, delete.
The guardian profile will be deleted.