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How do I create a family?

Updated over 2 months ago

You can create a family for a contact by navigating to the contact's profile and selecting Add Family. Enter the family's last name. Use the plus sign to add family members.

Creating a Family

Follow these steps to create a family for a contact.

  1. Go to Contacts > All Contacts. Navigate to the contact's profile by clicking on the contact name or the three dots next to the contact and selecting View Profile.

  2. Click the link to Families.

  3. Click Add Family.

  4. Enter the Family Name (last name or surname) and select the Family Role (Parent Guardian, Child, or Other). Click Add Family.

  5. To add additional family members, click the plus sign.

  6. Fill in the contact form to add a contact to this family and click Save. You can add a new contact or an existing one.

    1. Select the Role of Contact or Student. (A Student role does not require an email or phone number.)

    2. Choose if you want the Contact record to expire or not.

    3. Enter the:

      • Email Address (required)

      • First and Last name (required)

      • Phone Number

    4. Optional: Notify the Contact by email with the option to enter a personal message.

  7. When you have finished adding family members, click Save.

Questions? Click the "?" icon to contact Givebacks Support.

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