Linking Parents to Students

The Family Details section allows Admins to connect students with their parents or guardians inside their organization.
By linking a parent or family account, you can centralize communication, share progress updates, manage billing information, and track login activity — all from one place.

1. Accessing Family Details

Go to Students → Student Profiles.
Click on a student’s name to open their detailed profile.
Select the Family Details tab from the top navigation.

Within the Family Details view, you’ll find four key sub-sections:

Personal Details
Notes
Permissions
Activity Logs

2. Viewing Family Personal Details

The Personal Details sub-tab displays the parent or guardian’s contact information linked to the student.

Displayed Information

Parent/Guardian Name
Phone Number
Email Address
Emergency Contact (optional)
Relationship (e.g., Father, Mother, Guardian)
Address
Onboard Date
Notification Preferences (Email or SMS)

If no parent is currently linked, you can use the Add (+) or Change Family button to associate the student with a new or existing family account.

3. Adding a New Parent or Guardian

Click the ➕ Add button in the top-right corner of the Family Details tab.
A Family Contact form will appear.
Fill out the form with the parent or guardian’s information:

Field	Description	Required
Parent/Guardian Name	Full name of the parent or guardian	✅
Phone Number	Contact number with country code	✅
Emergency Contact	Alternate contact number (optional)	❌
Email Address	Parent’s or guardian’s email address	✅
Relationship	Define the relationship to the student (Father, Mother, Guardian, etc.)	✅
Address	Residential address	❌
Preferences	Choose whether the parent receives Email and/or SMS notifications	❌

4. Click Save to create the connection.
Once saved, the family contact appears under Personal Details.

4. Changing or Linking to an Existing Family Account

If the student already has a parent account created in the system, you can quickly link it using the Change Family button.

Click Change Family.
In the dropdown, search or select an existing family record.
Click Change to finalize the link.

5. Adding Family Notes

The Notes sub-tab allows Admins to record important comments related to the parent or guardian — for example, communication preferences, feedback, or meeting records.

Each note displays:

Title & Description
Created By (User)
Created Date

Click the ➕ Add button to create a new note and record updates securely.

6. Family Permissions

Similar to student permissions, Admins can manage what family members can access or modify within their linked accounts.

Permission Group	Description
Scheduling	Enable or restrict parents from viewing tutors, scheduling, or canceling sessions.
Profile	Control whether parents can edit their personal or family details.
Progress	Allow parents to view or update specific progress data like applications or scores.

7. Viewing Family Activity Logs

The Activity Logs sub-tab tracks every action taken by the parent or guardian, such as portal logins or updates to student information.

Each entry includes:

Activity Type (e.g., Login, Update)
Date & Time of the event
Activity Category (e.g., Profile, Portal)

8. Why Linking Parents Matters

Connecting family members to student profiles ensures:

Centralized communication between counselors, students, and guardians
Accurate billing and shared payment access
Real-time academic visibility for parents
Streamlined record management for multi-student families

This feature helps maintain transparency and collaboration throughout the student’s learning journey.

Linking parents to students