Beacon guide · 6 steps
Invite families to their school account
Give the right adult a route to their existing family records.
Before you begin
Check the guardian’s email and child links before sending an invitation.
Step by step
- Open Families to invite and review Needs email, Ready to invite, Already invited and Connected.
- Check the guardian and linked children for each intended invitation.
- Add or correct the email address where offered and save it. Saving an address does not send an invitation.
- Review the ready recipients and choose Send the invitations when ready.
- Read the result counts and any failed rows before retrying.
- Check the updated status and help the guardian use the same email address.
Check the result
You can see which invitations were sent, which need attention and which families are connected.
A useful check
Use the existing family record when resolving an invitation or account issue.
If the result is different, check the account and school first, then contact the team with the task and error wording.
