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
- update basic contact information
When Creating a Family Group there are two main roles:
- Family Managers (the creator of the Family Group)
- Members (contacts within the refbook database who are invited to the Family Group by the Family Manager)
Notes:
- The creator of a new Family Group is automatically added as its Family Manager and foundation member
- The Family Manager of the Family Group must have a user's email address as used in Refbook in order to connect
- There is no limit to the number of Family Managers or Members within a Family Group
- All members must accept an invite to join a Family Group
Creating a Family Group
- Head to Contacts>Family Groups
- Click 'Add new' icon
- Enter a Name and Description for the Family Group
- Upload an group image (optional)
- Click 'Save'. The Family Group will be added your list. You will automatically be added as the group's Family Manager.
Additional reading
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