Families are the heart of your business, and in Jackrabbit, it all starts with families!
- Children in a Family Account are enrolled in classes, and contacts are added to manage authorized pickups, emergency contacts, etc.
- Each Family has a Billing Profile that identifies Payers, the invoice cadence, and shows the balances due.
- Transactions (fees and credits) are posted to Family Accounts, and invoices are automatically generated based on their Billing Profile.
- Payment information is added to individual Family Contacts.
Go to the left menu and select the Family Accounts option to work with families.
The Profiles card has four links to open so you can take action with Family Accounts.
View # Active Family Accounts | To work with Family Accounts already in your system, you'll use the View # Active Family Accounts link on the Profiles card to open the Family Accounts page. The Family Accounts page automatically displays Active families (families with children currently enrolled). A card for each Family can be expanded to show high-level information about the family at a glance. See additional families by doing one of the following:
Click on a Family Name to open their Family Account page, where information is organized into five tabs:
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Add a New Family Account | To add a new Family Account to your system, select the Add a New Family Account link on the Profiles card. If you are not on the Family Accounts page, you can use the + Add New Account button on the Left Menu to start the workflow.
Once a child is no longer enrolled at your facility, you can archive the family and keep their data in your system.
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View All People | The View All People link opens a list of Contacts by Child in your system, allowing you to ensure staff knows who can pick up a child or who to call in case of an emergency.
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View Missing Information | The View Missing Information option opens a list of all children or contacts who are missing information, helping you to keep family information as up-to-date as possible.
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Help is just a few clicks away! Go to Jackrabbit Care Support - Resource Center to select the help option that works best for you.