# How to add a family and set up students as an admin Onboard a new family in one guided flow: add the parent, add one or more students, and assign a starting package so the first session can be booked. Canonical URL: https://gigpie.com/docs/how-tos/admins/add-a-family-and-students --- ## 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 ### Step 1: Sign in as an admin Use your admin account credentials to access the dashboard. ![Company Dashboard after signing in as an admin](https://gigpie.com/how-tos/admins/add-a-family-and-students/01-sign-in-as-an-admin.png) ### Step 2: Navigate to Families Click Families in the sidebar to open Family Management. ![Family Management page listing existing families with Setup Family & Assign Package and Add Family buttons](https://gigpie.com/how-tos/admins/add-a-family-and-students/02-navigate-to-families.png) ### Step 3: Open Setup Family & Package Click "Setup Family & Assign Package" to start the guided onboarding flow. ![Setup family and package dialog with Parent information, Family information, and Students sections](https://gigpie.com/how-tos/admins/add-a-family-and-students/03-open-setup-family-and-package.png) ### Step 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. ![Parent information fields filled in with first name, last name, and email address](https://gigpie.com/how-tos/admins/add-a-family-and-students/04-enter-parent-information.png) ### Step 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. ![Family name field and Student 1 first name, last name, and optional email fields filled in](https://gigpie.com/how-tos/admins/add-a-family-and-students/05-add-family-and-student-information.png) ### Step 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. ![Package and Preferred Coach dropdowns with a package and coach selected](https://gigpie.com/how-tos/admins/add-a-family-and-students/06-select-a-package-and-coach.png) ### Step 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. ![Payment summary showing the selected package and total amount, with the Setup Family & Package button](https://gigpie.com/how-tos/admins/add-a-family-and-students/07-review-and-submit.png) ## 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](/docs/how-tos/coaches/schedule-a-session) - Book the family's first session once their package is assigned - [How to work leads in the CRM](/docs/how-tos/admins/work-leads-in-the-crm) - Turn a lead into a family before this step - [Billing & Payments](/features/billing-payments) - How package pricing, payment links, and shared balances work