How do I merge pupil accounts?

Where payers have more than one child at a ParentPay school (even multiple ParentPay schools) it is possible to combine the accounts to create one set of login details for all children.

Payers are able to do this by clicking the Add a Child option from within their Payer Account. They will need the activation codes for the second child and these can be obtained from the child's school.

Whilst payers are able to do this, school managers also have the ability to merge the accounts of siblings within their school, if the parent or carer is struggling to take the necessary action.

Parents do not need to have activated any of their accounts for the school manager to merge accounts for them.

Important note: Please ensure that the payer name is the same for both children before merging activated accounts

 

To merge payer accounts as a school manager


Go to People > Payers Find the child then click on the Merge/Split Icon. 

Note: Select the child whose account has already been activated. If both accounts have been activated, please select the child whose account has the username that the payer wishes to retain.

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You will the need to click on merge account button and type in the forename or surname of the pupil you want to merge in the pupil name box

 

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Tick the radio button next to the payers name then click on merge now 

 

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You will then be asked if you want to make the following the new primary contact and you need to click on Yes.

 

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The pupil will then be merged with the sibling

 

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If you need to provide login details to the payer the People Payer screen will provide you with the relevant activation details for the merged account.

 

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