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Family Account Setup

Adding and editing family accounts

The Create Account tab is used to enter new families. Certain fields, such as the account name and account contact are compulsory, the remaining fields are optional and can be completed later.

Note: to enter more than 4 children, use the Children tab on the Accounts Screen

Activating existing accounts

Over time, QikKids builds up a history of the families that have attended your service (and other services in your database if you are using a multi-centre version of QikKids). When a family leaves (and they are removed from the Accounts Screen), the system "unlinks" their account from your centre, but their details remain in the database. Rather than creating a new account from scratch, it's necessary to first search and see if a family account is already in the system. If found, click Activate to reactivate the family's account.

Note: This is especially important in multi-centre databases where families can attend more than one centre. Correct CCB calculations require that the system take into account sibling attendances and absences across multiple centres. To do this a single family account should be linked to all the centres they currently use.

See Also

Accounts Screen

Overview

Entering Transactions with the Money Button

Statements and Account Slips

Find Family

Billing

Medical

General

Immunise

The Custom Tab

Contacts

CCB

Flags

Children

Bookings

Storing Pictures