One of the icons on your panel is the “People” icon. You can use this tool to look for families by their username email and look at the entire family profile. You will be able to take certain actions directly from here such as viewing orders, invoicing for individual or bulk orders, take payment reports, run dependent care receipts and more. See the below video to learn more about the People icon.
If you have any questions or need help contact our support team at firstname.lastname@example.org.