Move a student into or out of a family

Steps

1. Open the student's page and press Details.

   Billing reads On the family's invoices or Billed directly.

2. For a student in a family, press Make independent….

3. Type their Phone if you're asked for it, then press Make independent.

   From now on they get their own invoices. You make them yourself until you switch them to automatic.

4. For an independent student, press Move to a family… instead.

5. Choose the family, then press Move to family.

   From now on their sessions go on that family's invoices.

Good to know

• Only what comes next moves. Past sessions and invoices stay where they are, so a family still invoices the past sessions of a child who became independent. Upcoming sessions, weekly ones included, go to the student or to the new family.
• Making a student independent never has to wait.
• Moving an independent student into a family waits until their past sessions are invoiced, and no draft invoice is open for them. The dialog says which before you press anything.
• Once a student is independent, their family's portal no longer lists their upcoming sessions. To give them their own access, invite them from Portal access on their page.
• Portal access a student had while independent stays for their past invoices after a move into a family. Press Remove access on their page if they shouldn't see those any more.
• Report cards published before a move reach nobody after it: neither the old family nor the new one sees them. Make a new card for the student where they are now.

If something's not right

Related

• If a student can't move into a family
• Bill an adult learner directly
• What a family's page shows
• Create an invoice