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Linking Siblings' Profiles
You can ensure parents with multiple children at your setting have access to the profiles of all their children. To do this:
Make sure that the parent(s) have the same email address associated with all their children.
Once you send the Parent login out from all their children's profiles, that parent will be able to log in to the app and see all their children.
Linking Siblings' Invoices
Parents with multiple children at your setting can receive one invoice for all of their children. To set this up:
When a new sibling starts at the setting
Do not set up a new bill-payer for the new sibling. Instead:
Go to the new sibling's profile and select the Bookings tab
Next to Bill payers click Manage
Next, click Add bill payer and ensure the Search for existing box is selected.
Search the name of the bill payer you want to add (the same bill-payer as you used for their sibling) and make sure that the person has Bill payer for: [the new child's sibling] under their name.
For example, if Ruby Walker's younger sibling has just started the setting, and you're wanting to assign their mum, Caroline, as a bill payer for the younger sibling too; search for Caroline (as described above), then select her from the results:
When both siblings already have established bill-payers
If two siblings already have separate bill payers assigned to them (and the family wish to combine them into one bill payer for all siblings), you can follow the steps below.
To make it clear, we have used the terminology 'first' and 'second' sibling, but this is just to differentiate in the instructions, you can of course follow the same procedure with multiple siblings. In this guide, we are going to demonstrate how to switch the second sibling's bill payer to match the first sibling's bill payer.
To set this up:
Step 1: Check for outstanding balances
Check for outstanding balances on the account of the 'second' sibling. This is a necessary step, as balances aren't automatically transferred between bill payers.
To do this, visit the Bookings page of the profile, then click view account under the Bill payers box. Here you can see the outstanding balance.
Step 2: Transfer the balance
You will now need to transfer the second sibling's balance over to the first sibling's bill payer. To do so, head to the second sibling's Bookings tab and:
Click on the individual invoices that need to be transferred. A new window will open showing the invoice.
Click the three dots on the top menu of the invoice, and select Transfer invoice from the drop-down menu.
A pop-up will open where you can search for the first sibling's assigned bill-payer and click Transfer.
If the bill-payer has made a payment for the invoice, this will transfer too.
Step 3: Remove the bill payer
Next you will need to remove the bill payer from the 'second' sibling in order to add the 'first' sibling's bill payer (you can also have multiple bill-payers if you choose). To do this:
Go to the 'second' sibling's profile and select the Bookings tab.
Next to Bill payers click Manage
Next to the name of the existing bill payer for the 'second' sibling, click the 'x' (as below)
A pop-up will open, asking you to confirm that you want to remove the bill-payer. Here, click Remove
Step 4: Assigning the 'first' sibling's bill payer to the 'second' sibling
Now you have removed the 'second' sibling's bill payer, you can assign them the 'first' sibling's bill payer. To do this:
Go to the new sibling's profile and select the Bookings tab
Next to Bill payers click Manage
Next, click Add bill payer and ensure the Search for existing box is selected.
Search the name of the bill payer you want to add (the same bill-payer as you used for their sibling) and make sure that the person has Bill payer for: [the child's sibling] under their name.
For example, if Ruby Walker's is the 'first' sibling, and her younger (the 'second') sibling has just started the setting, we can now assign their mum Caroline as a bill payer for the younger ('second') sibling too. Search for Caroline (as described above), then select her from the results.
Once selected, the 'first' and 'second' sibling should have the same bill payer, and will appear on the same invoices going forward.