This article focuses on managing a family account as an ASAP administrator. ASAP automatically creates a family account when:
- a parent enrolls a child in a class
- a registrant chooses to add a family member to a class they are enrolling in
- a registrant chooses to add another person to their account
- an administrator adds a person to an existing account
The first three bullets are actions the registrant takes on their public portal where much of their account can be managed.
People under a family account share a single account, including the same login username and password. ASAP groups family account financial information together; therefore, you can access the same financial information from all family members' accounts.
Family account information is found on the student detail page under the Family And Contacts tab. Financial information for all account members is found under the Financials tab of any family member's detail page.
What do you want to do?
- Add new family member to a family account
- Add an existing family member to a different family account
- Change the primary account holder
- Add emergency contacts, pickup authorization, parent/guardians
- Add, edit, or delete a credit card
- View family account financial activity
Add a NEW family member
When you add a new member to a family account, you are creating a new student account under that family account.
On the student detail page, click the Family and Contacts tab.
- On the Family Members tab, click .
- Select the Add New Member.
- Fill in the required information on the Create User page and click Next.
The new student is created and ASAP brings you to the student details page.
Add an EXISTING family member to a different family account
When an student account already exists but it is listed under the wrong family account, this is how you would fix that.
On the student detail page, click the Family and Contacts tab.
- Go into the Family Account where the student should belong.
- On the Family Members tab, click .
- Select the Add Existing Member.
- Enter the name of the existing account in the search box and Search.
- Select the checkbox next to the correct account then Add.
The selected student/account is now connected to the Family Account.
Change the primary account holder
Invoices are created under the primary account holder's name. If you change the primary account holder, new invoices are created under the new name. Existing invoices are not affected by the change and continue to show the previous primary account holder's name.
- On the student detail page, click the Details tab.
- On the Account Information tab, click .
- Select the New Primary Account Holder and then click .
- Primary account holders display a green label beneath their photo.
Add emergency contacts, pickup authorization, parent/guardians
- On the student detail page, click the Family And Contacts tab, and then click the applicable tab.
- To add contacts, authorized adults, or a parent/guardian, click , fill in the information, and then click .
- To edit contacts, authorized adults, or a parent/guardian, click , make your changes and then .
Add, edit, or delete a credit card
- On the student detail page, click the Financials tab.
- Click the Saved Credit Cards tab.
- Depending on the desired result, follow one of these steps:
View family account financial activity
The financial information for a family account is shared among all family members. Any information on the Financials tab is the same for each family member.
Under the financials area you can see a summary of the account balance, view and manage the invoices for the account, view future payments, view saved credit cards and add additional cards, and view 1098 tax deduction information.