Family Groups
Withdrawing from a Family Group
Go to Contact>Family Groups. This will display a list of all Family Groups you are a member of. Click the delete icon to withdraw from the Family Group and confirm. You will now be removed from the Family Group and cannot be re-added unless the ...
Editing Family Group member roles/changing Family Manager
Adjustment of members inside a Family Group can be performed by a Family Manager at any stage. This can be a common requirement if the roles are changing, or if the Family Group has been incorrectly created (for example: if the official has created ...
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 ...
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: The creator of a new Family Group is automatically added as its Family Manager and foundation member The Family ...
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: overseeing appointments (view only) managing availability and ...