How to find a family

Modified on Sat, May 16 at 6:24 PM

Families & Students

How to find a family

Quick answer: Open Contacts from the main menu and use the search bar. You can search by parent name, student name, email, or phone number.

Step-by-step

  1. Click Contacts in the main menu.
  2. Use the search bar at the top of the page.
  3. Type any part of the family's information — parent's first or last name, student's first or last name, email address, or phone number.
  4. Matching families appear as you type.
  5. Click the family you want to open their record.

Tips

  • You can search by student name, not just parent name. Searching for "Emma" returns any family with a child named Emma stored on their record.
  • Partial matches work. Typing "smi" finds Smith, Smiley, and Smithfield.
  • If you can't find a family, check whether they're in the system before adding them as new — duplicates are harder to fix than to prevent.

Related articles

  • How to add a new family
  • How to find families using smart lists
  • How to merge duplicate family records

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