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Households and the family card

In progress

The family view staff work from: who is in it, what they owe, what they have signed, who may collect.

In progress. Part of this works today. The article says which part.

Written for Club staff

The unit that matters

Money, membership, waivers and guest-pass allowances hang off a household, not off a person. That is why the family card, and not the person page, is where most desk conversations end up.

What you can do today

Households (needs manage_club_members) lists the club's families and opens a family card showing:

  • Everyone in the household and their role in it — admin, adult, dependent, caregiver
  • Membership status for the current season
  • Balance and account state
  • Outstanding waivers
  • Guest-pass allowance and what is left

Household roles

Every household keeps at least one household admin. SwimWin refuses to remove the last one rather than leave a family nobody can act for — that refusal is a service-level one with a clear message, not a database error.

A caregiver can collect a child and be checked in, and cannot sign a waiver or message a coach. See Households, guardians and caregivers.

Notes about a family

Staff notes attached to a household carry a visibility tier. This replaced a plain notes box that had no tier, no capability and no audit — the box where "mother is difficult, father has a restraining order" gets typed and then read by anybody who can open the family.

Safeguarding-tier notes are readable by the Safe Sport lead alone. Not the owner, not the board.

What is not built yet

  • The contact-restriction badge on the family card. A club can record that a named adult must not collect a named child; the record is kept and audited, and the badge that puts it in front of a person at the desk is still landing. Until it is, treat the family card as incomplete on that one question.
  • Portal delegation and consent management as a staff surface. The records exist; grant and revoke do not have a screen.

Looking for something else?

Search every article, or ask your club — SwimWin support cannot see inside a club’s roster, and your club can.