Families Page Filters

The FAMILIES page offers several filter options to help narrow your results when sending Email Blasts, creating mass/group charges, or just to see at a glance which families may have enrollments in particular programs/classes/camps or have certain keywords assigned.

After you have finished with a particular set of filters, be sure to click RESET FILTERS or press ESC on your keyboard to clear them.

  • Enrollment Status
  • Active On Date (only displays when ACTIVE is chosen)
  • Day of the week (for enrollments)
  • Keywords (options to filter by Family, Student, Class or Camp Keyword)
  • Classes
  • Camps
  • Programs
  • Payment Types (results only show those families who have “This Payment Method is Authorized for Recurring Billing” enabled)
     - Credit Card
     - ECheck
     - Nacha
     - No Autopay
  • Policy Acceptances (For Family Policies Only)
    Accepted Current
     - Accepted Past
     - Never Accepted
     - Filter By Balance
  • Due/Overdue (“Due” means the family has a charge that is unpaid but may not be past the due date; “Overdue” means the outstanding charge is on or past the due date)
     - Greater Than (specify an amount)
  • Filter By Notes
  • Note Priority
     - Low/Medium/Critical

Need More Assistance?

Call us at 877-554-6776. Our business hours are Mon-Thu 9am-9pm and Fri 9am-6pm Central Standard Time.