People Module: How to Establish Relationships

How to Establish Relationships for Members in Cut Time

In order to connect a Parent with their Student, a Relationship must be established. You can do this through the Members Page or the Members (new) Page.

Connecting an individual Student to their Parent/Guardian

1. Go to People > Members, and search for the desired Student
2. Click "Update" to go to the Student's Profile
3. Or go to the People Module: Members (new) Page.
4. Use the filters to narrow down who you are looking for.
5. Scroll down to the bottom of their Profile and click on the Relationships Tab.
6. Click "Add Relationship", and enter the Parent/Guardian's Contact Information (Name and Email are required), and click "Save".
7. If the Parent/Guardian has not been added to this Cut Time Account yet, click the yellow "Add (Name) as a new person" button. If the Parent/Guardian already has a Profile, click the "Add this person".

Connecting Students to their Parents from the Relationship Management Report

To see a comprehensive list of Relationships, and to double-check that all the necessary Relationships are established, go to the Relationship Management Report

1. Go to Tools > Tools/Reports, and click the Relationship Management Report on the left hand side under the Reports: Member Information section.
2. From there you can filter by Last Name, Ensemble, and Academic Year. Narrow down even further by "All students", "All parents", "Students without a relationship", or "Parents/Guardians without a relationship".
3. If a Relationship has already been established, the Action Button will prompt to "Unlink relationship"; if one needs to be created, the Action Button will prompt to "Add relationship".
   1. To remove an incorrect Relationship, click "Unlink relationship".
   2. To create a new Relationship, click "Add relationship"
      1. Enter the Name of the Parent/Guardian and their email, along with any and all available Contact Information into the fields, and click "Save".
      2. If the Parent/Guardian has not been added to this Cut Time Account yet, click the yellow "Add (Name) as a new person" button. If the Parent already has a Profile, click the "Add this person"

      To Pull a Relationship Report

   3. Click "Print" or "Extract (CSV)" to export a report of all Relationships, as well as a list of all Students that still need to be connected in a Relationship to a Parent/Guardian.