Withdrawing from a Family Group

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  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 ...

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  The process of users joining a Family Group works similarly to the Contact Linking workflow (ie: invitation and acceptance). Notes: The creator of a new Family Group is automatically added as its Family Manager and foundation member The Family ...

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  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 ...

• 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 ...

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• 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 ...

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