refbook Adding Members to a Family Group

Adding members to a Family Group

The process of users joining a Family Group works similarly to the Contact Linking workflow (ie: invitation and acceptance).

Notes:
  1. The creator of a new Family Group is automatically added as its Family Manager and foundation member
  2. The Family Manager of the Family Group must have a user's email address as used in Refbook in order to connect
  3. There is no limit to the number of Family Managers or Members within a Family Group
  4. All members must accept an invite to join a Family Group
Adding Members to a Family Group
  1. Head to Contact>Family Groups
  2. Click on the info icon  and the Members tab. This will display the current list of the Family Group's members.
  3. To add a new member, click the 'Add New' icon 
  4. Enter the member's valid Refbook email address
  5. Select a role for the Family Group

  6. Click 'Invite' and confirm
    1. If the user does not have a refbook account, they will be automatically invited to create a refbook account.
    2. If the user already has a refbook account, they will be located. Click 'Confirm'.

  7. This will send an email invite to the user to accept the invitation


Re-inviting or withdrawing invitiation to join a Family Group
Users who have been invited to the Family Group but are yet to accept are displayed in the 'Invited Members' tab


  1. Head to Contact>Family Groups
  2. Click on the info icon  and the Invited Members tab. This will display the current list of the Family Group's members who have not yet accepted the invitation to join.
  3. Click the required action:
    1. Reprompt acceptance (resend invite) 
    2. Withdraw invitation 


    • Related Articles

    • Creating a Family Group

      Refbook allows you to setup and connect with other members of your family within the platform. Linking within a Family Group allows you to view the members of your family and assist with: managing or overseeing appointments managing availability ...

    • Removing Family Group members

      Removing of members (by a Family Manager) or self-removing from a Family Group (as a Member) can be performed at any stage. Removing membership to a Family Group Head to Contact>Family Groups. This will display a list of all Family Groups you are a ...

    • Viewing Family Group members

      Viewing members to a Family Group Head to Contact>Family Groups. This will display a list of all Family Groups you are a member of. The number of members is displayed in the orange circle. Click the number to view a list of the members For further ...

    • Withdrawing from a Family Group

      Viewing members to a Family Group Head to Contact>Family Groups. This will display a list of all Family Groups you are a member of. Click the 'trash' icon to withdraw from the Family Group and confirm. You will now be removed from the Family Group ...

    • Editing Family Group member roles

      Removing of members (by a Family Manager) or self-removing from a Family Group (as a Member) can be performed at any stage. Editing Member roles to a Family Group Head to Contact>Family Groups. This will display a list of all Family Groups you are a ...

    • Recent Articles

    • Setting availability using forms

      Refbook allows you to quickly enter personal availability using special availability forms (including for tournaments and events). Your administrator will have instructed if this method is being used at your competition event. Depending on how the ...

    • Withdrawing from a Family Group

      Viewing members to a Family Group Head to Contact>Family Groups. This will display a list of all Family Groups you are a member of. Click the 'trash' icon to withdraw from the Family Group and confirm. You will now be removed from the Family Group ...

    • Editing Family Group member roles

      Removing of members (by a Family Manager) or self-removing from a Family Group (as a Member) can be performed at any stage. Editing Member roles to a Family Group Head to Contact>Family Groups. This will display a list of all Family Groups you are a ...

    • Uploading documentation (Australian: Statement by Supplier)

      Users who are required to store their Supplier Statement. Current Link to Form: https://www.ato.gov.au/forms-and-instructions/statement-by-supplier-not-quoting-an-abn Adding Statement by Supplier documents Head to 'My Profile>Identification Click ...

    • Uploading documentation (Australian: Working With Children Check)

      Users who are required to store their Working with Children Check should follow the below information, the requirements of this a specific to each state and territory. Adding WWC documents Head to 'My Profile>Identification Click 'Add New' icon ...