You can ensure parents with multiple children at your setting have access to all their children's profiles. To do this, make sure the parent has the same email address associated with all their children. Once you send the parent login from each child's profile, they'll be able to see all their children in one place.
Linking siblings' invoices
Parents with multiple children at your setting can receive one invoice for all of their children. There are two scenarios covered below.
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
Click Add bill payer and (if the suggested bill payer isn't the correct contact) make sure the Search for existing box is selected
Search for the existing bill payer used for their sibling, and confirm that the person has Bill payer for: [the sibling's name] shown under their name
Select them from the results
When both siblings already have established bill payers
If two siblings already have separate bill payers and the family wants to combine them into one, follow the steps below. We'll refer to the children as the "first" and "second" siblings to differentiate in the instructions.
Step 1: Check for outstanding balances
Check for any outstanding balances on the second sibling's account, as balances aren't automatically transferred between bill payers. To do this, go to the second sibling's Bookings tab and click View account under the Bill payers box.
Step 2: Transfer the balance
Transfer any invoices from the second sibling's bill payer to the first sibling's bill payer:
Go to the second sibling's Bookings tab and click on an invoice that needs to be transferred
Click the three dots in the top menu of the invoice and select Transfer invoice
In the pop-up, search for the first sibling's bill payer and click Transfer
If the bill payer has already made a payment against an invoice, this will transfer too.
Step 3: Remove the bill payer
Go to the second sibling's profile and select the Bookings tab
Next to Bill payers, click Manage
Click the x next to the existing bill payer's name
In the pop-up, click Remove to confirm
Step 4: Assign the first sibling's bill payer
Go to the second sibling's profile and select the Bookings tab
Next to Bill payers, click Manage
Click Add bill payer and make sure the Search for existing box is selected
Search for the first sibling's bill payer and confirm that the person has Bill payer for: [the sibling's name] shown under their name
Select them from the results
Once selected, both siblings will share the same bill payer and will appear on the same invoices going forward.