Automatic family grouping:
If you want all participants who are sold together in a shopping cart to be automatically grouped into a family by default, you can set this option under Tools / Settings / Ski School / Sale Options by checking the "Automatic family creation" checkbox.
Caution: Please make sure that only those participants who actually belong to the same family are sold together. Family members can see each other's data in the customer portal.
If you plan to work with family relationships, it is also advisable to activate the checkbox for "Consider family when seeking customers"
If automatic family grouping is not desired, every family can also be manually merged. Here are instructions for manual family grouping.
Please note: Since some customers may have family relationships from the past that were not cleanly separated by family, Waldhart Software has a default security setting that allows only those families with the same last name to switch between profiles of other family members in the customer portal. Please contact Waldhart Software Support to enable this function for families with different last names.