Family Bundling!

Step 1: Accessing Family Bundling

• Go to the main dashboard in the Smile Advantage platform.
• Find and click on a dropdown or the ‘Members’ tab.
• Look for a new section titled ‘Families’ or ‘All Families’.

Step 2: Understanding Family Bundling

• Family bundling allows for multiple memberships to be combined within the platform.
• Initially, you cannot create a family file from scratch but can bundle existing family members.
• Set relationships and arrange members as in a normal family setup.

Step 3: Creating a Family File

• If you already have members, you can create a family file.
• Otherwise, create a family file and add new members to it.
• Example given: Creating the ‘Corby’ family.

Step 4: Adding Family Members

• Start typing to add a new name.
• Existing member IDs will appear for selection.
• Assign the relationship to the new member and click ‘Add Member’.
• View all family members, their ages, and relationships in one column.

Step 5: Managing Family Members

• View the family, e.g., ‘Corby’ family, and manage members.
• The primary member (e.g., ‘John Button’) will be listed as the head of the household.
• Access each member’s profile for editing, membership management, transactions, and notifications.

Step 6: Switching Between Family Members

• Easily switch between different family members from the top of the screen.
• Each member’s information, including membership duration, will be displayed distinctly.

Step 7: Updating Family Members

• Update family members as needed, e.g., removing a member who is moving out.
• Click ‘Update Family’ after making changes to reflect them in the system.

Conclusion:

• This feature is effective for combining family members already in the membership platform.
• Future updates will allow creating a family and adding all members simultaneously.