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Must know
  • Permissions. Opening a guardian needs View Families. The balance cards and the Billing, Recurring Billing, Account Balance, Gift Cards and Payment Methods tabs also need View Financials.
  • Account balance is owed minus credit. When the family has both, the caption shows the mix, for example 45.00owedafter45.00 owed after 25.00 credit.
  • Actions and status. Actions has Edit details, Merge into another guardian…, Adjust credit, Send password reset and Remove guardian. The status menu in the header sets Active, Inactive or Suspended.
  • The email can’t be changed here. A guardian’s email is their sign-in, and the family can’t change it either. Ask Uplifter support.
Where to find it. Go to Athletes > Guardians and select a guardian, or select their name in the Contacts card on an athlete’s Overview tab. Invited guardians can’t be opened from the list. Use the row menu there (Resend invite link, Revoke invite). The header. It shows the name, status, email, phone, city, Member since and Last login (or Created if they never signed in). With View Financials you also see flags: In arrears, Outstanding, Future pending or Good standing. The status menu changes their status at your club only and needs Edit Families (see How do I set a guardian to Inactive, or remove them from my club?). The four cards. With View Financials, cards sit above the tabs. Without it, the profile shows no money figures. Actions. Edit details changes the name and mobile phone; the email is greyed out. Merge into another guardian… needs Edit Families (merge guide). Adjust credit needs Create Financials and adds or deducts credit (credit guide). Send password reset is in How do I help a guardian who can’t sign in?. Remove guardian needs Delete Families and is greyed out while the guardian has active records. An invited guardian gets Resend invite and Revoke invite instead of the last three.

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The tabs

The open tab stays in the page address, so Back from an invoice returns to it. On a phone the tab row becomes a dropdown. The email switch. Turning off Receiving email from your gym (it then reads Email turned off) needs Edit Families. It stops campaigns, reminders and closure notices to the guardian. Receipts, invoices and payment notices still send, unless delivery is blocked. A Delivery blocked notice means email to the address bounced or was reported as spam. Nothing reaches it, not even receipts, and only Uplifter support can clear it. See How do I turn a family’s email off or back on?. Long lists. The ledger, email history and Invoice history open at 100 rows. Past that they page, with a count such as Showing 1 - 100 of [total]. Invoice history also has a Rows per page menu. Related: What is a guardian, and how are they connected to athletes? · How do I add or invite a guardian? · Who can view and manage athletes and families? · How do I search and filter the Guardians list?