Managing Family Accounts

Managing Family Accounts

Overview

This article explains how family accounts work in d6, how to link siblings, and how to manage family codes.

My School > Learners > Learners

Purpose of feature

Family accounts group learners who share the same household. Proper family linking prevents duplicate parent profiles, ensures unified billing, and simplifies account management for schools with siblings enrolled.

Step-by-step instructions

Creating a new family

  • During Step 1 of enrolment, select New Family if no siblings from this household are currently enrolled.

  • A new family code will be generated automatically.

Linking to an existing family

  • During Step 1, select Existing Family and search by family code or sibling name.

  • Linking ensures the new learner shares a unified billing account with their siblings.

Changing a family code

  • Family Codes are locked after saving to protect historical financial records.

  • To change a family code, use the Re-admit or Transfer workflow from the Learner Overview screen.

Frequently asked questions

Why can't I change the family code after saving?

Family Codes are locked after saving to protect historical financial records. Use the Re-admit or Transfer workflow to change it.

How do I link a new learner to an existing sibling's account?

During Step 1 of enrolment, select Existing Family and search by family code or sibling name.

What happens if I accidentally create a new family instead of linking to an existing one?

Use the Transfer workflow to move the learner to the correct family account.

Last updated: March 2026  |  Version 2.0

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