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🚧 These docs are a work in progress. The information here may not be complete or accurate.

Add a Contact

  • Adding a brand-new contact (name, email, phone, relationship)
  • Linking an existing member as a contact (e.g. a parent who is also a member)
  • Setting the relationship type
  • What to do when one parent has multiple children at the school (add as contact on each child)
  • Editing a contact’s details after adding them
  • Removing a contact from a member (does not delete the contact’s own record)