# Verify family onboarding is complete

Category: Parent access

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

Before calling the family complete, verify every row:

| Check | Required result |
| --- | --- |
| School | Correct school appears in the sticky header |
| Family | Correct household, billing email, address, and custody note |
| Guardians | Correct guardians, relationships, emails, phones, payer status, and portal permissions |
| Child | Correct DOB, status, start date, classroom, permissions, and care notes |
| Safety | Pickups, emergency contacts, allergies, medical notes, and documents reviewed |
| Parent portal | Intended guardian is linked; invitation accepted by provider and delivery followed up |
| Tuition rate | Correct school rate or approved `$0.00` no-family-charge rate |
| Tuition assignment | Correct child, enabled status, `Weekly · 1 week ahead`, correct start week, credits, and net amount |
| Family total | Equals the sum of all active child weekly rates |
| Opening balance | Zero unless verified pre-cutover debt was intentionally added once |
| Saved method | Correct masked card appears for this school's family account |
| Autopay | `enabled` only after ledger review and family authorization |
| Online payments | Selected school is ready to accept parent payments |

## Verify the result

Each applicable item is verified for this family.

## If something goes wrong

A saved family alone does not establish access, tuition or payment readiness. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: sources/DIRECTOR_DAY_ONE_QUICK_START_GUIDE.md — 9. Final Onboarding Verification. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.