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 going from Org or Team Tools > Accounts.

  2. Search for an account, and click their name.

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

  4. Click Save.

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