Cashless Cafeteria

Cashless Cafeteria

Family Portal documentation

Family Portal Help

A role-aware guide: guardians and eligible staff manage household funding, while portal-authorized students can review their own activity and request funds without accessing payment methods.

How to use itGuardiansStudentsStaffTop-upsHistoryNotifications

Access starts with school linking

The Family Portal only shows information for households, students, and schools connected to your account by the school. If you see a no-access page, ask the school office to link your account.

Start Here

Use Dashboard first

Dashboard is the quickest place to see balances, linked students, recent activity, and alerts.

Use Top-Up or Request Funds

Guardians and eligible staff complete top-ups. Portal-authorized students can submit requests without seeing payment methods.

Use History for details

History helps you check older transactions, compare dates, and understand changes to the balance.

How Guardians Do Common Tasks

Use these steps when you need to check balances, add funds, review purchases, or manage payment methods.

1

Check the household balance

  1. 1.Open the Family Portal dashboard.
  2. 2.Look for the balance card near the top of the page.
  3. 3.Use available balance to understand what can be spent after pending cafeteria orders.

If the balance does not look right, review History before contacting the school office.

2

Add money to the household wallet

  1. 1.Open the Top-Up tab from the bottom navigation.
  2. 2.Choose the household and enter the amount you want to add.
  3. 3.Select a saved payment method or add a new one if your school allows it.
  4. 4.Review the details, then submit the top-up.

Online payments and Payment Methods remain disabled until the school completes Payment Setup. The portal explains this state; contact the school rather than repeatedly retrying.

3

Review student cafeteria activity

  1. 1.Open the Dashboard to see linked students and recent activity.
  2. 2.Use History for a longer list of purchases, top-ups, refunds, and adjustments.
  3. 3.Check the date, transaction type, and amount to understand each activity item.

If a student is missing, the school may need to update the household link.

4

Manage payment methods

  1. 1.Open your user menu from the top-right corner.
  2. 2.Choose Payment Methods.
  3. 3.Add, review, or update the payment methods available for top-ups.

Payment methods are visible only to authorized guardians or staff, never to student accounts.

5

Print filtered household history

  1. 1.Open History and select the household, member, activity type, and local date filters you need.
  2. 2.Select Print, then choose the current results page or additional filtered pages.
  3. 3.Review the print summary and page count before opening the browser print dialog.

Printing follows the active filters and authorized household access; it does not expose activity outside the selected family context.

How Students Use the Portal

Students can use the portal to understand only their own cafeteria activity. Funding and payment actions remain with authorized guardians or staff.

1

Check your cafeteria balance

  1. 1.Open the Family Portal dashboard.
  2. 2.Review the household balance and available balance shown on the page.
  3. 3.Ask a linked guardian if funds need to be added.

Your school controls which household and student records are connected to your account.

2

Request help with a low balance

  1. 1.Check the available balance on your Dashboard.
  2. 2.Open Request Funds and choose the amount you want a guardian or eligible staff member to review.
  3. 3.Review the summary, add an optional note, and send the request.

Portal-authorized students can request funds, but cannot view payment methods or complete a payment.

3

Review recent purchases

  1. 1.Open the Dashboard for recent activity.
  2. 2.Open History when you need older transactions or more detail.
  3. 3.Look at the item, date, and amount to understand each purchase.

If something looks unfamiliar, ask your school cafeteria or office for help reviewing it.

How Staff Use the Family Portal

Staff with school-approved Family Portal access and an active household link can manage only that linked family while keeping Admin Portal and Family Portal access separate.

1

Use the Family Portal as staff

  1. 1.Open the Family Portal from your staff account.
  2. 2.Select the household linked to your staff record.
  3. 3.Review the shared balance, linked members, and recent activity.

Staff access requires an active household link and Family Portal access from a school administrator. A household link alone can still make staff available at cafeteria checkout.

2

Return to the Admin Portal without family access

  1. 1.If the Family Portal shows that you do not have access, review whether your staff record should be linked to a household.
  2. 2.When your staff role has Admin Portal permissions, use Go to Admin Portal from the no-access screen.
  3. 3.Ask a school administrator to correct the household link or role permission only when family access is intended.

Missing Family Portal access does not remove authorized Admin Portal access.

Guardian Capabilities

Guardians can manage the household side of the portal, including balances, top-ups, payment methods, and student activity.

View household balances

See the current household wallet balance, available balance, and any pending cafeteria order holds.

Follow linked students

Review linked students, recent cafeteria purchases, and spending activity connected to your household.

Add funds

When enabled by the school, add money to the household wallet using supported online payment methods.

Manage payment methods

Save, review, and update payment methods that can be used for household top-ups.

Check history

Use transaction history to review top-ups, cafeteria purchases, refunds, and school adjustments.

Student Capabilities

Portal-authorized students can review their own cafeteria activity and request funds, but cannot view the household roster, payment methods, or complete payments.

Check your balance

See the household balance available for cafeteria purchases connected to your account.

Review recent purchases

Look only at your own recent cafeteria activity so you can understand what was purchased and when.

Request funds

Send a top-up request for a guardian or eligible staff member to review. Payment methods and payment completion remain adult-only.

Use notifications

Manage notification preferences for account and cafeteria updates that apply to your portal access.

Manage your profile

Update account preferences such as language, timezone, password, and profile details where available.

Staff Capabilities

Staff Family Portal access requires school approval and an active household link. Online payments also depend on the school completing Payment Setup.

Role-based family access

School-approved Family Portal access allows eligible staff to use the portal only for the household linked to their active staff record, without changing their Admin Portal access.

Review the shared wallet

See balances, open-order holds, linked members, and household cafeteria activity.

Fund approved requests

When permitted, staff can add funds using saved household payment methods.

Review and print history

Filter household history by member, activity type, and local date, then print the current page or additional pages that match those active filters.

Common Questions

  • If a guardian or student does not have access, ask the school office to verify the account, school, invitation, and household relationship. Staff also need Family Portal access approved by the school.
  • If a student is missing, the school may need to update household relationships.
  • If a balance looks incorrect, compare recent purchases and top-ups in transaction history, then contact the school office.
  • If card top-ups or Payment Methods are disabled, the school must complete Payment Setup before online payments can be accepted.
  • Staff who lack Family Portal access but have Admin Portal permissions can use Go to Admin Portal from the no-access screen.
  • If you belong to more than one school, use Switch School from the user menu when it is available.