Copy an Existing Family Account

Modified on Wed, 6 Mar at 1:06 AM

Learn how to copy a family Account across to a different centre within your business.


From the selected family Account profile, click on + Add Centre.

 

From the dropdown, select the centre that you want to copy this account too and click Add Centre.

 

Notes:

This is a copy function only.  Once complete, the family is treated as having two separate accounts. If you have permission for both centres, you will see these accounts as separate entries on the Families > Accounts screen.

 

Information that is not copied across into the new centre:

  • Enrolment contracts

  • CCS Entitlements, CCS Enrolments and ACCS

  • Billing information

  • Balances

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