How to add a family and set up students as an admin

Overview

Use this guide to bring on a new family during their first week: create the parent, add their student(s), and assign a starting package — all from a single setup flow. This is the fastest path from "a prospective family said yes" to "they have a package and a session can be booked."

Before you start

• You have the parent's name and email address.
• You know which package the family is starting with (you can also decide this during setup).
• Connect Stripe first if you want a payment link generated and emailed automatically.

Why this matters

Families page has two "add" buttons, and they do different things. Add Family creates a bare family record and optionally attaches existing users to it — useful when the people already have accounts. Setup Family & Assign Package is the real first-week onboarding flow: it creates the parent as a new user, creates the family, adds one or more students, and assigns a package in the same step, generating a Stripe payment link automatically once your company has Stripe connected. This guide covers that second flow, since it's the one most admins mean when they say "add a family."

Every package you assign belongs to the family, not to an individual student — so if a family has two kids on one package, they draw down the same shared hour balance rather than two separate ones. Keep that in mind when deciding whether siblings should share a package or need their own.

Tips

• Double-check the parent's email before submitting — that's the address the payment link is sent to.
• Add every student who'll use this package now; you can always add more from the family's detail page later, but it's one less step to do it here.
• If Stripe isn't connected yet, the package still gets assigned, just marked unpaid — connect Stripe in Settings first if you want to collect payment immediately.
• Assigning a preferred coach is optional. Skip it if you're not sure yet who'll take the family; you can assign one later from the family or session detail page.
• Installments are available from the Payment Type dropdown if the family would rather split the cost than pay in full.

Steps

1. 1

   Sign in as an admin

   Go to login

   Use your admin account credentials to access the dashboard.

   
2. 2

   Navigate to Families

   Click Families in the sidebar to open Family Management.

   
3. 3

   Open Setup Family & Package

   Click "Setup Family & Assign Package" to start the guided onboarding flow.

   
4. 4

   Enter parent information

   Fill in the parent's first name, last name, and email address. This creates their login and is where the payment link will be sent.

   
5. 5

   Add family and student information

   Name the family, then fill in each student's first and last name. Click "Add Student" to enroll more than one child on the same package.

   
6. 6

   Select a package and coach

   Choose the package this family is starting with. Optionally assign a preferred coach — you can leave this blank and assign one later.

   
7. 7

   Review the summary and submit

   Review the payment summary — package, discount (if any), and total amount — then click "Setup Family & Package" to create the family and send the payment link.

   

What you'll accomplish

• The family, its parent, and its student(s) are created together.
• A package is assigned to the family, drawing from one shared balance across all its students.
• If Stripe is connected, a payment link is emailed to the parent; otherwise the package is assigned unpaid until Stripe is connected.

Related Guides

• How to schedule a session as a coach - Book the family's first session once their package is assigned
• How to work leads in the CRM - Turn a lead into a family before this step
• Billing & Payments - How package pricing, payment links, and shared balances work