Operate parent-facing compliance and payment workflows with clear owner accountability.
- Charge code model defined
- Waiver/legal template approved
- Define charge codes and billing categories.
- Connect payment platform where enabled for your tier.
- Upload policy documents for family portal visibility.
- Create waiver templates and track signature completion.
- Monitor unpaid balances and reminder cadence.
- Archive signed waivers and critical documents for audits.
- Published docs are visible to intended family users only.
- Waiver signature statuses are trackable and complete.
- Payment statuses reconcile with studio ledger.
Families cannot access documents
- Check publish flags and role-based access for family accounts.
Upload failures for attachments
- Use storage runbook checks for project, rules, and CORS alignment.