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How to Exclude Individual Accounts From Financial Requirements
How to Exclude Individual Accounts From Financial Requirements
Updated over 7 months ago

NOTE: It is possible to restrict people from entering or signing up if they owe money beyond a certain time frame, and/or do not have a credit card or ACH account on file.

This option allows you to make exceptions to those rules by editing the account to exclude them from any restrictions.

  1. Navigate to the Account Admin by clicking Org Tools > Accounts.

  2. Search for an account and click their name.

  3. Scroll to Exclude From Financial Requirements and select the requirements to exclude the family.

  4. Click Save.

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