Member profile in the dashboard

Shows whose profile it is and links to their full page.

Below the name it reads Kid, Parent (an adult with children) or Individual. Pressing the name opens their profile page, except for a member without an account, who instead has the "No app account" icon by their name. The X button closes the panel.

Lets you move around one family without closing the panel.

Back to parent appears when you opened a child from the Kids section. Back to child appears when you went from a child to their parent. Switching drops any unsaved group changes.

Gives you a quick way to reach the person.

Press the phone or email to copy it, it reads Copied! for 2 seconds. A missing value shows a dash. If the date of birth is known, it shows with their age.

The section only appears with the View member contact details permission, and only on the adult's profile, phone and email belong to the parent, not the child.

Shows the key details of a child (or an adult's date of birth if you can't see their contact info).

On a kid's profile it shows whatever has been filled in: Date of Birth with the age (or "Not provided" if only the age is known), Education Institution and Additional information. Date of birth and school are optional for kids, so they can be missing. Additional information is the text (up to 200 characters) the parent wrote about the child, for example allergies or who picks them up. You can only read it, it can't be changed from here. On an adult's profile the section only appears if you lack the contact permission, their date of birth is then shown here. With no details at all, the section is hidden.

Lets you check who hasn't accepted the current contract yet.

Only on the adult's profile, and only if the school has uploaded a contract. It shows the date and time of acceptance and "Accepted version …", or "Not accepted" and "Current version …". The badge is:

• Up to date: the current version was accepted;
• Version … pending: an older version was accepted;
• Missing: never accepted.

Takes you to the parent's profile, where contact details and the contract are.

Only on a kid's profile. Press the name to switch to the parent.

Lets you read and add notes about the person without leaving their profile.

It shows with the Author notes permission. The notes belong to whoever is on screen: the parent or, on a kid's profile, the kid. Press Member notes to open the notes panel. Under the button it says how many notes there already are ("1 note", "3 notes") or "No notes yet". How notes are written and shared is covered in the separate article on member notes.

Lets you take the person out of a group.

Press a group to mark it for removal, it gets struck through; press again to undo. Newly added groups can also be removed by pressing them. The hint reads "Groups marked with a strike-through will be removed upon saving." With no groups there's a dash.

Without the Manage members permission the groups are read-only.

On saving, the person is notified that they were added to or removed from a group.

Enrols the member (or child) into one of the school's groups.

Pick a group from Choose a group…; it appears under Assigned groups and is saved with Save Changes. Groups they're already in aren't listed. If the search finds nothing: "No matching groups". If the person was in that group before, their enrolment is restored.

Shows the family and takes you to each child's profile.

Shown on the profile of an adult who has children. Each child shows their name, age and date of birth (when entered), school and groups (or "No groups assigned"). Press a child to open their profile, from there you can enrol them in a group. Unsaved changes to the parent's groups are dropped.

Shows how the person attends sessions, so you can spot who is often absent.

Every staff member can see it, no separate permission. It shows an attendance percentage over all marked sessions ("80% attendance") and how many times they attended and were absent, then Recent classes: up to 8 sessions with title, date, time and an Attended or Absent tag. A small icon shows what the person had answered beforehand: "Had said they would come" or "Had said they wouldn't come". It only includes the sessions of groups you have access to. With no attendance marked yet it says "No attendance marked yet."

Shows the money of the person on screen at a glance, without opening Finance.

It sits at the bottom of the panel. With the View financials permission you see, read-only:

• a tag "Owes …" (with "overdue" if a charge is late) or "Nothing owed";
• To pay: up to three unpaid charges with their due date, and "+ N more charges" for the rest;
• Recent payments: up to five completed payments with date and method.

Marking a charge as paid is not done here, but on the charge itself in Finance. Under the overview are the Issue charge and Add payment buttons, and the All charges link opens the charges in Finance, already searched for the person's name. If your access is limited to certain groups, you only see the charges and payments of those groups.

Decides who in the family owes the charge or made the payment.

It only shows on the profile of an adult who has kids. It starts on the person whose profile you are viewing. On a kid's profile there is no such field, the buttons are always for that kid.

Requests payment from the person: they see the charge under their charges and can pay it later.

It shows in the Payments section with the Manage charges permission and when the person is in at least one group. It opens the same new-charge form as in Finance, already aimed at this person: it says "For: …" at the top and you don't pick other users. The fields are described in the article on the new charge. If the family has kids, you choose in the For field above the buttons whether the charge is for the parent or one of the kids; on a kid's profile it is locked to that kid.

Logs a payment made in person or outside the platform.

It shows in the Payments section when the person is in at least one group and you have both Manage charges and Record payments, because recording creates a paid charge. It opens the same form as for a new charge, but with "Already paid" switched on and aimed at this person. The fields are described in the article on adding a payment. If the family has kids, you choose in the For field who paid.

Takes you to the person's full list of charges.

It shows with the View financials permission. It opens the charges tab with the search already filled in with the name, showing all charges, not just unpaid ones.

Confirm the changes made in the panel.

Save Changes is only active when there are changes. Cancel closes the panel (or, if you opened a child from the parent, takes you back to the parent).

If your changes leave the person in no group at all, a warning appears above the buttons, "Saving with no groups assigned will remove this member from the organisation entirely.": and the button turns orange.