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Updating Family Information

Created: 11/16/2017Updated: 11/27/2017


To update contact information, add a new family member or upload a picture, you’ll first need to pull up the person’s record. To do that, type in the first few characters of their last name in the search box. Click or tap on their name from the search results list. A list of family members will be displayed. Click or tap the specific family members name from the list.

Update Profile/ General Information To update the personal profile information:

  1. Click on family members name.
  2. Make sure you are anchored on the Personal tab.
  3. Update the necessary information such as name, birthday, cell phone etc.
  4. Click on the SAVE PROFILE button in the upper right.

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Update Address Information To update the address or family type information:

  1. Click on any family members name.
  2. Click on the Address tab.
  3. Update the necessary information such as address, home phone or family email address.
  4. Click on the SAVE PROFILE button in the upper right.

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Add New Family Member To add a new person to the family, do the following:

  1. Click on the ADD FAMILY MEMBER button.
  2. Enter the information about this person, name, gender, birthdate, etc.
  3. Click SAVE PROFILE button in the upper right.

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Upload Picture To upload a profile picture for a person in the family, do the following:

  1. Click on the name of the family member for which you’d like to upload a picture.
  2. Click on the head image to the left of the person’s name.
  3. Navigate to the image file you’d like to upload.
  4. Click SAVE PROFILE button.

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