Add Families and Check Their Tuition Plans

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When a new term begins, adding children to the roster is only part of getting ready. Each family's tuition plan also needs the right contact, amount, schedule, and start date. Where available, Wonderschool's Add Families and Add-to-billing workflows connect those tasks.

Start with the records you already have

A new school year does not mean every family is new to your system. Some children may already be enrolled, and some may already have active recurring plans. Review the roster first. Consistent parent email addresses and child names help the matching process recognize existing records, but changed information and simultaneous imports still need careful handling.

Treat roster setup and billing setup separately

A family can be added successfully even when a requested billing plan is not created. That is why the final confirmation matters. Read any warning, then check the relevant recurring plans instead of assuming that a roster entry means tuition is ready to bill. Correct the missing step rather than immediately importing the family again.

After adding a family, compare the saved roster entry with the saved tuition plan. For a larger intake, keep a short list of records that need follow-up and assign one person to resolve them before repeating an import. A warning about billing should lead to checking the plan, not adding the child again.

What should a provider review?

Before you finish, check the child's name, responsible billing contact, tuition amount, billing frequency, start date, and due dates. Review any extra charges or discounts against the family's agreement. If an invitation was requested, confirm its status separately from the saved records.

Frequently asked questions

Does adding a child always create a billing plan?

No. Roster creation and billing-plan creation are separate outcomes. Review the completion message and the plan list.

Can I repeat an import without checking it?

Review existing records first. Matching helps with consistent data, but it is not a guarantee against every duplicate or concurrent import.

Explore Wonderschool Child Care Management Software and ask about the family-onboarding workflow available to your program.

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