Family Detail Page

The family detail page provides a comprehensive view of a family unit -- all guardians, children, their relationships, and family-level observations. It is the central place to manage a household's connection to your school.

Accessing a Family

1. Navigate to Rosters > Families.
2. Click on any family row in the table.
3. The family detail page opens.

Page Header

The header displays:

• Family name -- click the name (if you have edit permission) to rename the family inline.
• Member count -- a badge showing the total number of family members.
• Flag indicator -- a red flag icon if the family has been flagged for attention.
• Archived badge -- appears if the family has been archived.
• Actions menu (three-dot icon) with options to:
  • Flag / Unflag -- toggle a flag on the family for internal attention tracking.
  • Archive / Unarchive -- hide or restore the family from the default list view.
  • Delete -- permanently remove the family record.

Renaming a Family

1. Click the family name in the header.
2. The name becomes an editable text field.
3. Type the new name and press Enter to save, or Escape to cancel.
4. A checkmark icon appears for explicit save confirmation.

Guardians Section

The Guardians section lists all parents and guardians associated with the family. It offers two view modes:

Table View

A tabular list showing:

• Name -- the guardian's full name.
• Relationship -- their role (mother, father, guardian, etc.).
• Email -- contact email address.
• Phone -- phone number.

Card View

Guardian information displayed as individual cards, each showing contact details and relationship role.

Toggle between views using the view switcher buttons in the section header.

Adding a Guardian

1. Click the Add Member button in the Guardians section header.
2. A modal opens where you can:
   • Search for an existing parent by email (to avoid duplicates).
   • Enter new parent details (name, email, phone, relationship).
3. Click Save to add the guardian to the family.

Children Section

The Children section shows all leads (applicants/students) linked to this family:

• Name -- the child's full name (clickable to navigate to their detail page).
• Status -- their current applicant status.
• Program -- the program they are applying for or enrolled in.
• Stage -- their current pipeline stage (for applicants).

Click on a child's name to navigate directly to their applicant/student detail page.

Family Observations / Notes

The family detail page may include a section for family-level observations -- notes that apply to the household as a whole rather than a specific child. These notes help the team track:

• Financial aid requirements.
• Special family circumstances.
• Preferences communicated by the family.
• Internal flags or follow-up items.

Family Actions

Flagging a Family

Use the flag action to mark a family that needs special attention:

1. Open the actions menu (three-dot icon).
2. Click Flag Family.
3. A red flag icon appears next to the family name.

Unflag by clicking Unflag Family in the same menu.

Archiving a Family

1. Open the actions menu.
2. Click Archive.
3. The family is moved to the archived state and hidden from the default family list.

To restore, open the archived family and click Unarchive.

Deleting a Family

1. Open the actions menu.
2. Click Delete Family.
3. Confirm the deletion when prompted.

WARNING

Deleting a family removes the family grouping. The individual lead and parent records are not deleted -- they simply lose their family association. This action cannot be undone.

Navigating Between Family Members

From the family detail page, you can click any child or guardian to navigate to their individual record. This makes it easy to review all siblings' applications in sequence without returning to the main list each time.

Was this helpful?