Merging Family Accounts

Merging Family accounts is simple! You can link active family accounts or you can link a pending account to an existing account.

By merging their accounts together, they will be labeled under one family name.

1. Merging Active Family Accounts

First, go to the Family section.

Next to the family account you would like to merge, select the merge icon.

Select the other family you would like to merge in the dropdown box.

Next, fill out the required information within the drop down boxes to merge the two families. These include:

- A new family name

- A new primary user

- An active family policy that will apply to the merged family. If there is no policy, you can leave this drop down box blank.

Select Merge to link the two families after filling out the required information.

Finalize the merge by selecting Merge.

2. Linking a Pending Registration to an Existing Family Account

First, go to your Registrations page.

Next to the new family you would like to merge into an existing family, select the more icon

Then select merge.

merging

This will bring you to a page where you can merge the two families.

Select the drop down box titled Select a family to merge. Then select a family to merge the pending account into.

After selecting a family to merge the pending account into, two dropdown boxes will populate for you to select a New Family Name and select a New Primary User for this linked family.

To finalize, select Merge and Approve.

This will both link the family into one family account, as well as approve the pending registration.

Suggested Merges for Pending Registrations

On the registrations page, your dashboard might recognize a suggested merge for a pending registration. This means that a pending new family has similar data to an already existing family account. This gives you the option to link the accounts if they are apart of the same family. When this is the case there will be a merge icon next to the pending registration.

Select the Merge icon.

merge