# Review and update an existing family

Category: Families and enrollment

Before you start: confirm the correct school and role. Use approved source records; perform live changes only within your assigned authority.

Use the family profile as the source of truth for parent portal access and child visibility.

1. Open the family record.
2. Read the sticky `Currently editing family data` header before changing anything. Confirm the school, family, selected child, selected parent, billing account, and record counts.
3. Use `View full profile` for the complete record and `Open billing` when the selected family or child needs billing work. These links preserve the current context.
4. Confirm all guardians are listed with the correct relationship.
5. Confirm each guardian's personal email address is accurate.
6. Confirm each child is linked to the correct family and classroom.
7. Review custody, pickup, allergy, medication, and media permission notes.
8. Follow the school's approved access-removal process for outdated contacts; do not remove a guardian, payer, pickup, or emergency contact merely because the record looks duplicated.
9. Save the specific section and confirm the success state before switching to another family, child, or guardian.
10. Refresh or reopen the full profile before inviting or training the family.

Stop and escalate if custody, pickup, or medical information conflicts with school paperwork.

Weekly tuition is read from the selected child's billing assignment. The family view shows the total of active child assignments and a per-child breakdown. Directors should open Billing to change the assignment rather than typing another tuition amount into family or enrollment notes.

## Verify the result

Saved values remain correct after reopening the full profile.

## If something goes wrong

Do not merge or remove contacts based on similar names. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: sources/DIRECTOR_SOP.md — Families, Children, And Guardians. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.