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Must know
  • The list opens on Active and Invited guardians. Change the Status filter to see Inactive or Suspended guardians.
  • Payment health needs View Financials. Staff with it also see Outstanding, In arrears and No card on file tiles, a Financial filter, the Flags and Balance columns, and Export.
  • Export downloads the whole filtered list, not just the page on screen.
  • Invited guardians can’t be opened from the list. Use their row menu to resend or revoke the invite.
Where to find it. Go to Athletes > Guardians (needs View Families). The Guardians page reads “Manage guardian accounts, billing, contacts, and payment health.” and has Add guardian at the top.
1

Search

Type in Search by name, email, or phone…. Each word must match the guardian’s name, email or phone.
2

Filter

Select Filters and pick Status values: Active, Invited, Inactive or Suspended. With View Financials, pick Financial values too (table below). A guardian must match at least one value in each group you use.
3

Clear filters

Select a label in the Active filters row to remove it, or select Clear filters to remove everything, including the starting Active and Invited choice. The list then shows every guardian.
4

Sort and page

Sort from the Guardian, Athletes, Balance or Last activity header. The table opens at 100 rows. Change Rows per page to 10, 20 or 50.
5

Export

With View Financials, select Export for a CSV of every guardian matching your search and filters.
The tiles. Everyone sees Active guardians. With View Financials you also see Outstanding, In arrears and No card on file. Selecting a tile turns its filter on or off, so selecting Active guardians when the page first opens removes Active. Tiles count your whole club, whatever your search or filters. What the Financial options mean. Set the grace period in Settings > Financials > Payment Schedule. Flags and Balance. Flags shows letter labels: A In arrears, O Outstanding, F Future pending (a recurring charge is coming) and G Good standing. Failed payments, Autopay at risk and No card on file have no label. Balance is account credit minus what’s owed, in red when the guardian owes. Invited rows. Invited guardians show as shaded rows that don’t open, and invites you’ve sent that haven’t been accepted are listed first. Their ⋯ menu offers only Resend invite link and Revoke invite. Other rows. Other rows open the guardian’s profile. Their ⋯ menu offers Edit, Adjust credit (needs Create Financials), Merge duplicate… (needs Edit Families), Send password reset and Remove guardian, which is unavailable while active records block removal. Hover it to see them. The list remembers your view. Search, filters, sort and page size stay put when you open a guardian and come back. Related: What’s on a guardian’s profile? · How do I add or invite a guardian? · What do the invoice statuses mean? · Which reports show revenue, tax, and receivables?