How to Add a Parent Account (Create a Payer Account)

A Payer is a parent or guardian who can log into their Butterfli account to pay fees or view announcements. This article walks you through adding a payer to a student's profile.

Before You Start: Confirm the Contact Is a Parent/Guardian

A contact can only be added as a Payer if they already exist as a Parent or Guardian on the student's profile. Before adding a payer, check whether this is the case.

1. 1. Go to the student's profile.
2. 2. Click the Contacts tab.
3. 3. Look under Parents & Guardians to see if the contact is already listed.

If the contact is already listed as a Parent/Guardian: Skip ahead to Step 2: Add the Payer.

If the contact is not listed: You'll need to add them first.

1. From the Contacts tab, click + Add Parent/Guardian.
2. Fill in their details, making sure to include their email address. This is required, since it's how they'll log into their butterfli account.
3. Save the contact.

Once the contact has been added as a Parent/Guardian, continue to the next step.

Step 2: Add the Payer

1. 1. From the student's profile, click the Payers tab.
2. 2. Click +Add Payer

1. 3. A pop-up window will appear:

- Select Contact: Use the dropdown to choose the contact you want to add as a payer. Only contacts who have already been added as a Parent/Guardian will appear here — if you don't see the contact you're looking for, go back and complete Before You Start.

• The dropdown will display the contact's name and email address so you can confirm you're selecting the right person.

• Email Address: This field confirms where the invitation email will be sent. If the contact doesn't already have a butterfli account, this is the address used to set one up.

4. (Optional) Toggle Enable Autopay if you'd like this payer's payment method to be automatically charged for recurring fees.

• Payers can also turn autopay on or off themselves from within their own butterfli account at any time.

5. Click Add Payer to finish 

What Happens Next

Once the payer is added, the contact will automatically receive an email invitation to log into their butterfli account.

• The login link in this email is valid for 5 days.
• If they log in within 5 days: They can set up their account and access it normally going forward.
• If they don't log in within 5 days: The login link will expire. They will need to use the Reset My Password feature on the Butterfli login page to gain access instead.

Useful links:

• Butterfli login page: https://schools.butterflisoftware.com/
• How to reset your password: https://helpguides.app/help-bfli-support/how-to-reset-my-password