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Family Portal

Every family gets a private web page where parents can see their registrations, balances, forms and payment history. There's no password to remember. The link itself is the key.

  • From a registrant: open them and click Actions > Copy parent portal link (or Open parent portal to see it yourself).
  • From Families: open the family and click the copy or open icon at the top (on a computer).
  • In emails: the {{account_link}} variable adds the link to any email template. See Emails.

Every family has a link automatically. Treat it like a password and only send it to that family.

What parents see​

The page works on phones and computers. For each event the family has registered for:

  • Remaining Balance, how much is paid and when it's due (paid events).
  • Make a Payment: opens your payment form. It only shows when the event has a Payment form with a link attached. See Forms.
  • Payment Plan: set up installments. See Payment plans.
  • Financial Aid: apply for aid, when the event has Financial Aid on and they haven't applied yet.
  • Registrations: each child, their tier and what they owe.
  • Forms: release forms they still need, with Click to Complete.
  • Payment History: every payment, discount, aid and refund.

When nothing is owed and all forms are done, they see All Set!

Families can't change their details on the portal. They'll need to contact you.

The Public Portal feature​

Every family can open their portal whether or not Public Portal is on. The switch controls whether reminder emails include a link to set up a payment plan.

Common questions​

A parent says the Pay button is missing. Make a Payment only shows on paid events with a balance and a Payment form link attached.

A family sees an old event. The portal shows every event the family has registered for, including past ones, so they can see their history.

Payments don't show on the portal right away. Payments made in CCB show up after the next sync.

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