ESC100- Email-Based Family Registration Invites

To make online payments or manage lunch, fee, or tuition balances, families must first create an Edutrak account and link it to their student(s). This article explains how to send a family contact an invitation to the Edutrak portal.

Step1: Login to the Edutrak admin site 

 

Step 2: Click on the 'Families' header and search the family who want to send an Invite to

 

Step 3: Create a family contact with the First Name, Last name and email address the family contact will be using to create their Edutrak portal account 

 

Step 4: Navigate to the 'Student' header and select 'Batch edit'

 

Step 5: search the family who you are sending the email to. The students from that family should show in the results

 

Step 6: Under the 'Action' Drop down, select 'Send E-Mail Invite', Apply to: 'Entire Filter list' and lastly click 'Run batch action 

 

The E-Mail invite will be sent to the email address from the family contact you created in Step 3 and it will look like this:

The family user should click the blue “Create New Account” button. Using this link will automatically connect their Edutrak account to their student(s), allowing them to manage balances and make online payments.