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Add a guardian and set the billing contact
A 60-second screen recording of a real school doing exactly this — and the same 6 steps written out below, in the labels you'll see on screen.
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How to add a guardian and set the billing contact
- 1Click Students under People in the sidebar and open the student
- 2In the Guardians card, click Add
- 3Enter First name, Last name, pick the Relationship (Mother, Father, Guardian, Other), and add Email and Phone
- 4Click Add guardian
- 5Click "Set billing contact" at the bottom of the Guardians card
- 6Choose who receives tuition invoices for this student and click Save — a "Billing contact" badge appears on that guardian
Part of Student records & compliance
Add or import students, print a complete records packet when a family transfers, bring years of academic history in from CSV, and audit every change in the activity log.
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Do it yourself in the live demo
Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.