Families & Students

How to mark a family as withdrawn

Quick answer: Remove the current academic year tag and apply a withdrawn tag. Don't delete the family record.

Step-by-step

1. Open Contacts and find the family.
2. In the Contact Card at the top of the family record, find the tags section.
3. Remove the current academic year tag (for example, enrolled 26/27).
4. Apply a withdrawn tag (or your school's equivalent — confirm the exact tag name with your team if you're not sure).
5. Add a note to the family record explaining the withdrawal — date and reason if known.
6. If the family is on a tuition plan, contact your billing team to cancel or adjust the plan.

Why not delete

Withdrawn families often re-enroll later — sometimes years later, sometimes for a different child. Keeping the record preserves your school's history: previous payments, past forms, prior communications. Deletion is permanent.

Tips

• Be specific in the note. "Family relocated to Texas, June 2026" tells the next person who looks at this record exactly what happened.
• If only one student in a family is leaving (and other students stay enrolled), don't withdraw the family — just update that student's information. The family is still active.

Related articles

• How to re-enroll a family for a new academic year
• How to handle a family transferring out
• How to delete a family record