Families & Students

How to review a family's full history

Quick answer: Open the family's record — every section (Conversations, forms, payments, notes, volunteer hours) shows the family's history in that area.

What you can review

• Conversations — every email and message sent to the family
• Forms — every form the family has been asked to complete and its status
• Payments — every tuition payment, refund, and outstanding balance
• Notes — every observation your team has recorded
• Volunteer hours — every event signup and credit (if applicable)
• Tags — the family's enrollment history across academic years

Step-by-step

1. Open Contacts and find the family.
2. Look through each panel of the family profile. Center panel shows Conversations and typically the most important modules; left panel shows fields; right panel shows additional modules.
3. For specific history — just payments, for example — focus on that module.

Tips

• When a family has been with your school for years, the history is rich. Reviewing it before a difficult conversation gives you context that helps.
• Tags act as a year-by-year enrollment record. A family tagged enrolled 23/24, enrolled 24/25, enrolled 25/26 has three consecutive years visible at a glance.

Related articles

• Understanding the family profile page
• How to view a family's communication history