The Family Record

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The Summary tab summarizes the primary contact's details and key information about the family's students. It includes the main address, displays the registration date, and indicates if the family is a Problem Account.

Information about the contacts in the Family record, including emergency contact details, is summarized in a grid on the Contacts tab. The View link provides access to additional information about a specific contact and contains their Parent Portal access settings.

The Classes tab provides details for current, future, and waitlist enrollments and includes the past 10 Enrollments for all students within the family. For details on older past enrollments, see the Student record or use the Enrollment Detail Report.

Details of all current and past event enrollment for the family are stored on the Events tab. The student's name is displayed when enrollment into the event was by student (versus by family).

View and manage Appointment Bookings for a family on the Appointments tab.

The family's 20 most recent transactions, including fees, payments, and credits, are displayed in a grid on the Transactions tab. The family's entire transaction record is accessible through the View Transaction History button.

The View Unapplied Credits & Unpaid Fees button can be used to display a list of credits that have not yet been applied and unpaid fees, which can be helpful when correcting linking errors.

The Billing Info tab includes all billing details for a family, such as their credit card or bank account information. It allows you to select Family Discounts or Fixed Fees that apply to the family's tuition fees or record specific Billing Instructions.

Additional important family information is stored on the Misc tab, including Family User-defined Fields and a family-specific Parent Portal Login Message. 

The View Registrations button allows you to review details of registrations, including policy agreements, completed through the Parent Portal, Online Registration, and Quick Registration. The View Sent Emails button provides access to a history of emails sent to the family.

Tip: Some businesses find it helpful to mark families as a Prospect for tracking purposes.

Add, edit, or delete notes for a family here. Search, filter by tags, and sort the notes by the Date Created or by the Date Modified. 

Upload files and add hyperlinks (URLs) as a Resource to the Family record, where you can store up to 15MB of data.

Policies tied to a class the family enrolls in are displayed here. The tab shows the number of Policy Groups assigned to the Family record. Each policy indicates whether the family has agreed or needs to agree.

Use the Make Sale/Post Fees button to process store sales or Post Fees for a family; once posted, fees or sales appear on the family's Transactions tab.

Enter a payment or post a credit for a family with the Payment/Credit button. 

With the Refund button, you can view the Last 20 (Most Recent) Payments a family has made and choose a payment to refund.

Use the Statement button to generate a printed statement or to email a statement for an individual family.

Add Students to the Family record using the Add Student button.

Add Contacts to the Family record using the Add Contact button.

Archive a family to your Lead File with the Archive Family button.

Change the last name on the Family record and choose whether it should apply to students, contacts, or both.

Use the Email button to generate an email for the family and select which family members should receive it.

When texting is enabled in Jackrabbit, a Text button allows you to send a text message and select which family members should receive it.

With Jackrabbit Plus, you can use a Push Notification button to create a push notification and choose which family members should receive the notification.

Email students their current class schedules with the Email Schedules button.

Use the Submit Absences button to enter student absences for any student in the family.

Merge duplicate Family records with the Merge Family button. This family becomes the 'from' family. 

The Date Created indicates the date the Family's record is created in Jackrabbit. 

The date is located at the bottom left-hand corner of the Family record. It is auto-generated and cannot be changed.

The Registration Date is automatically assigned as the date the family is created in Jackrabbit, but it can be changed and updated on the Summary tab of the Family record.