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Initial Kickoff Activities
InSite Applications
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InSite Check-In Application
InSite Parent Application
Parent Portal
Parent Portal - Announcement
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Parent Portal - Statements
Parent Portal - Attendance/Schedule
Parent Portal - Personal
Parent Portal - Registration
Parent Portal - Store
Parent Portal - Volunteer
Parent Portal - Calendar
Parent Portal - Camps
Parent Portal - Communication
Parent Portal - Auto-Pay
Parent Portal - Daily InSite
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Webinar: The Business of Child Care Conference Winter 2023
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Webinar: The Business of Child Care Conference Spring 2023
Webinar: Getting Ready for Year End
Webinar: Procare Solutions Industry Insights Winter 2023
Release Notes
Release Notes REL_JAN_25_2024
Release Notes 2023
Release Notes REL_DEC_07_2023
Release Notes REL_OCT_26_2023
Release Notes REL_SEP_28_2023
Release Notes REL_AUG_31_2023
Release Notes REL_JUL_27_2023
Release Notes REL_JUN_29_2023
Release Notes REL_MAY_25_2023
Release Notes REL_APR_27_2023
Release Notes REL_MAR_30_2023
Release Notes REL_JAN_26_2023
Release Notes 2022
Release Notes REL_DEC_08_2022
Release Notes REL_OCT_27_2022
Release Notes REL_SEP_29_2022
Release Notes REL_AUG_25_2022
Release Notes REL_JUL_28_2022
Release Notes REL_JUN_30_2022
Release Notes REL_MAY_26_2022
Release Notes REL_APR_28_2022
Tuition Express Release Notes: April 20 2022
Release Notes REL_MAR_31_2022
Release Notes REL_FEB_24_2022
Release Notes REL_JAN_27_2022
Release Notes REL_FEB_29_2024
System Walk-Through
Reviewing the Family Record
Family Record, Summary Tab
Family Record, Family Tab
Family Record, Child Tab
Family Record, Child Tab - Add Sibling
Family Record, Child Tab- Admission/Personal
Family Record, Child Tab- Doctor/Health
Family Record, Child Tab- Program/Room Assignment
Family Record, Child Tab- Program/Room Assignment, Assignment Actions
Family Record, Child Tab- Calendar View
Family Record, Child Tab- More, Additional Information
Family Record, Child Tab- More, Health
Family Record, Child Tab- More, Incidents
Family Record, Child Tab- More, Contacts
Family Record, Child Tab- More, Sponsors
Family Record, Child Tab- More, Information Record- PDF
Family Record, Child Tab- More, Daily Sheets
Family Record, Child Tab- More, Daily Log
Family Record, Child Tab- More, Attendance
Family Record, Child Tab- More, Manage Program Templates
Family Record, Child Tab- More, Documents/Checklist
Family Record, Child Tab - More, CACFP
Family Record, Child Tab- More, Registration-Excel
Family Record, Child Tab- More, Parent Managed Calendar
Family Record, Child Tab- More, Download Transportation Profile
Family Record, Parents Tab
Family Record, Parents Tab - Connect Password Reset
Family Record, Third Party Tab
Family Record, Auto-Pay Tab
Family Record, Vacation Tab
Family Record- Financial Tab
Family Record, Financials Tab
Family Record, Financials Tab - Adjustments/Add Fee
Family Record, Financials Tab - Charge/Reduce Revenue
Family Record, Financials Tab - Make Payment
Family Record, Financials Tab - Deposit Correction
Family Record, Financials Tab - Coupons
Family Record, Financials Tab - Pickup Fee
Family Record, Financials Tab - PrePay Deposit
Family Record, Financials Tab - Transfer Balance
Family Record, Financials Tab - Recreate Current Statement
How to take a credit card or ACH payment
Processing a refund
Family Record, Receipts Tab
Family Record - Active/Inactive Families
Star- Quick Links & Favorites
Quick Links- Things to Do
Quick Links- Add A New Child
Quick Links- Submit Payments
Quick Links- Take Attendance
Quick Links- View Outstanding Payments
Quick Links- View Payment Report
Quick Links - Batch and Report
Favorites
Home Tab
Home > Information
Home > Information, Tiles
Home > Checklist
Home > Dashboard
Home > General
Home > Hours
Home > Validation
Home > Alerts
Home > End of Day
Home > Files
Family Tab
Family > Campaigns
Family > Batch Enroll/Edit
Family > Lead Management
Family > Lead Management
Family > Lead Management, Add New Lead
Family > Lead Management, Adding Activity/Calendar Events
Family > Grade Change
Payments Tab
Payments > Journal
Payments > Deposit
Payments > Third Party Journal
Payments > Add/Edit Third Party Refund
Payments > Third Party Refund Allocation
Payments > Payments/Adjustments, Payments Tab
Payments > Payments/Adjustments, Adjustments Tab
Payments > Mass Change
Payments > Outstanding
Payments > Autopay Batch
Payments > Online/POS Payments
Payments > Family Payment
Third Party Payments
Third Party Payment Allocations Import
Payments > POS Payment - Credit Card Scanner
Payments > POS Payment - Check Scanner
Attendance Tab
Attendance > Entry
Attendance > Attendance Journal
Attendance > Program Calendar
Attendance > Reconcile
Attendance > Live View
Attendance > Timeline
Taking Attendance - Best Practices
Lessons Tab
Meals Tab
Meals > Entry
Meals > Meal Count
Meals > Summary
Meals > Rates
Meals > Times
Meals > Eligibility Report
CACFP - General Information
Connect Tab
Connect > Communication
Communication Setup and Functionality
Connect > Announcements
Connect > Social
Connect > Calendars
Connect > Documents
Connect > Links
Connect > Daily Sheets
Connect > Daily InSite Timeline
Approvals Tab
Approvals > Child
Approvals > Vacation
Approvals > Registrations
Approvals > Wait List
Approvals > Program Change
Reports Tab
Reports to Get You Started
Reports > Program
Reports > Payment
Reports > Child
Reports > Misc
Reports > Misc - Creating a Child Directory
Reports > Batch Job Audit
Reports > Room/Program
Attendance Reports
Attendance- Absent Days Taken- Excel (Activity ID 966)
Attendance- Absent Roster - PDF (Activity ID 1031)
Attendance- Active Not Attending - PDF (Activity ID 632)
Attendance- Actual Attendance AM/PM - Excel (Activity ID 1216)
Attendance- Agency Attendance Detail - Excel (Activity ID 587)
Attendance - AM-PM Month Counts - Excel (Activity ID 1217)
Attendance- Arizona DES SignIn/SignOut Report - PDF (Activity ID 1630)
Attendance- Attendance Audit - Excel (Activity ID 1516)
Attendance - Attendance Log - PDF (Activity ID 601)
Attendance - Attendance Statistics Summary - Excel (Activity ID 543)
Attendance- Attendance Termination - Excel (Activity ID 967)
Attendance- Attendance/Term Exception - Excel (Activity ID 516)
Attendance - Audit Trail - Excel (Activity ID 1092)
Attendance- Center Attendance Summary - Excel (Activity ID 403)
Attendance- Child Attendance (Actual Agency) - PDF (Activity ID 559)
Attendance- Child Attendance Detail (Version 2) - Excel (Activity ID 969)
Attendance- Child Attendance Detail - Excel (Activity ID 541)
Attendance- Child Attendance Reconcile Summary - Excel (Actvity ID 522)
Attendance- Child Withdrawal Detail - Excel (Activity ID 589)
Attendance - Class Count (Version 2) - PDF (Activity ID 725)
Attendance - Class Count - PDF (Activity ID 723)
Attendance- Classroom Assignments- Excel (Activity ID 815)
Attendance- Classroom Assignments - PDF (Activity ID 1587)
Attendance- Discharge Report - Excel (Activity ID 406)
Attendance - Enrolled and active Children with no schedules (Activity ID 1563)
Attendance - Food Attendance - Excel (Activity ID 711)
Attendance- Head Count - PDF (Activity ID 563)
Attendance - Head Count Center - PDF (Activity ID 905)
Attendance- SSH - Student Schedule Summary
Attendance - Weekly AM/PM Attendance - Excel
Attendance- Weekly Schedule By Name - PDF (Activity ID 561)
Attendance - Child Care Aware of America Attendance Sheet - PDF
Attendance - Attendance with Check-In Questions
Child/Family Reports
Child/Family - Arrival/Departure - Excel
Child/Family- Child Birthday Information - Excel
Child/Family- Child Directory Detail - Excel
Child/Family - Child Supervision Record - Excel
Child/Family- Third Party Children - Excel
Child/Family - Transition Report
Collection Reports
Collection - Center Copay Collection Summary - Excel
Collection- Center Copay Discount - Excel
Collection- Missing Invoice Report - Excel
Enrollment
Enrollment - Bi Weekly Schedule - Excel
Enrollment - Capacity Enrollment Remaining - PDF
Enrollment - Center Weekly Change - Excel
Enrollment - Contracted Hours - Excel
Enrollment - Days Enrolled - Excel
General
General - Online
General - As PDF - Future
Online View with Multiple Semesters Report
General - Room Report - As Excel - No Total
General - Room Report - As PDF
General - Room Report - As PDF (with x)- No Total
General - Room Report - As PDF - No Total
General - Tournament/Room Report - PDF/Excel
Types of Merged Documents
Health
Health - Allergy & Special Care List - PDF
Health - Allergy And Emergency Contacts - PDF
Health - Allergy/Alert - Excel/PDF
Health - Allergy/Alert - PDF - Full List
Health - Child Health Care Addendum - PDF
Health - Full Health/Allergy Details For Center - PDF
Health- Health Concerns - Excel
Health- Health/Allergy - Full List - PDF
Health - Immunization (Version 1) - Excel/PDF
Health - Immunization - Excel/PDF
Health- Immunization - PDF
Health - Immunization Missing Report - PDF
Health - Immunization Summary - PDF
Health - Allergy and Special Care List Without Contact Details
Meals
Meals - CACFP Eligibility Renewal - Excel
Meals - CACFP Enrollment Summary - Excel
Meals - CACFP Individual Infant Meal Record - PDF
Meals - CACFP Meal Service Action - Excel
Meals - CACFP Meal Service No Selections - Excel
Meals - CACFP Meals Outside Scheduled Time - Excel
Meals - CACFP Milk Usage Calculator - Excel
Meals - CACFP Participants Roster - PDF/Excel
Meals - Food Production - Excel
Meals - Food Program Weekly Tally Sheet
Meals - Meal Attendance Record - All Versions
Meals - Meal Count and Attendance Sheet with Summary Tabs
Meals - Meal Served By Day - PDF
Meals - Monthly Food Spreadsheet - Excel
Meals - Time Meal Served - Excel
Misc
Pick Up
Pick Up- Restricted Pickup List - PDF
Pick Up- Restricted Pickup List - PDF - Full List
Roster Reports
Roster - Activity Roster (Version 2) - Excel/PDF
Roster - Session Roster - Excel
Sign-In Reports
Sign In - Attendance with Symptoms Record - Excel
Sign In - Bi Weekly Sign In - PDF
Sign In - Center Sign In - Excel
Sign In - Center Sign In For Week - PDF
Sign In - Center Sign In Ver 2 - PDF
Sign In - Center Signin - PDF
Sign In - Daily Alt Sign In - PDF
Sign In - Daily Alt Sign In - PDF - By Grade
Sign In - Daily Group Sign In (Compressed) - PDF
Sign In - Daily Sign In - Excel - By Grade
Sign In - Daily Sign In - Excel/PDF - By Name
Sign In - Daily Sign In - PDF
Sign In - Daily Sign In/Out by Age - Excel/PDF
Sign In- Daily Signin For Week - PDF
Sign In- Daily Signin For Week - PDF Version 2
Sign In - Kiosk Sign In/Out Sheet - Excel/PDF
Sign In - Sign In/Out Sheet (Version 3) - PDF
Sign In - Weekly Sign In (Version 2) - Excel/PDF
Sign In - Weekly Sign In (Version 3) - Excel/PDF
Sign In- Weekly Sign In (Version 5) - Excel****
Sign In - Weekly Sign In/Out W/AM-PM Verification - Excel/PDF
Sign In - Weekly Sign In/Out - Ontario - Excel/PDF
Sign In - Weekly Sign In/Out - Period - PDF
Staff Reports
Staff- CACFP Weekly Time Sheet
Staff- Teacher Attendance Detail - Excel
Staff- Teacher Attendance Detail - PDF
Staff- Weekly Payroll - Excel
Third Party Agency
Third Party Agency- CCIS Pelican - XML
Reports > Financial
Adjustments Reports
Aging Reports
Aging - Family Aging Report - Excel/PDF
Aging - Family Aging Report - Excel One Tab
Balance and Collection Reports
Balance and Collection- Accounts Receivable Report - Excel
Balance and Collection- Accounts Receivable Report - PDF
Balance and Collection - Balance Due Report
CCRL Reports
Deposit Reports
Deposit - Deposit By Type Report
Detail Reports
Export/Upload Reports
Export/Upload- Quick Books General Journal Export
Misc Reports
Misc - Charges and Credits by Family Center - PDF
Misc - Weekly Indicators Report - Excel
Misc - Pre-Bill Report (Defined Billing)
Payments Reports
Payments - Unallocated Third Party Payment Report - Excel/PDF
Payroll Reports
Revenue
Roll Forward Reports
How to Schedule a Report
Staff Tab
Staff > Staff List
Staff > Staff List
Staff > Staff List, Adding/Editing Staff Records
Staff > Staff List, Adding/Editing Staff Records - Attendance
Staff > Staff Availability
Staff > Create Schedule
Staff > Preview Schedule
Staff > Print Schedule
Staff > Payroll Period
Setup Tab
Setup > Semester
Semester Summary
Cloning a Semester
Setup > Semester
Setup > Semester, Room/Program
Setup > Semester, Semester Participant
Setup > Semester, Semester Family
Setup > Semester, Semester Family & Room/Program
Semester Down Payment Information
Setup > Classroom
Setup > Classroom
Creating Rooms
Changing Program Capacity
Creating a Reoccurring Billing Classroom
Creating an Event
Creating a Wait List Room
Creating Parent Managed Registration & Calendar Rooms
Parent Managed Room Availability
Creating Camp Rooms
How to Clone a Room/Program
Registration Fee Examples
Setup > Classroom, Room Types
Setup Room Times
Removing a Program from Displaying
Creating or Editing a Category
Creating a Category Group
Setting Up Attendance Groups
Setup > Room, Category- Upload a Category Picture
Setup > Room, Category - Registration Setup
Setup > Room, Category- Registration Confirmation Questions
Setup > Room, Room/Program- (View Semester)
Setup > Room, Room/Program (View Semester)
Room/Program - (View Semester), Availability/Camp Days
Room/Program- (View Semester), Registration Setup
Room/Program- (View Semester), Registration Exceptions
Room/Program - (View Semester), Plan Options
Setup > Room, Room/Program - Upload a Classroom Picture
Setup > Room, Room/Program- Extra Program Registration Info
Setup > Room, Room/Program- Extra Fee Setup
Setup > Classroom Summary
Setup > Rates
Setup > Rates
Setup Scholarships
Setup Rate Category
Setup Rate Offset
Setup Discounts
Setup > Coupons
Setup > Rates, Update Rate
Setup > Rates, Setup Pre-bill
Company Rate Export Sheet
Rate Sheet Import
Dynamic/Sibling Rates
Setup > Fees
Setup > Fees, Returned Payment Fee
Setup > Fee, Late Pickup Fee
Setup > Fees, Late Payment Fee
Setup > Fees, Registration Fees
Setup > Vacation
Setup > Third Party
Setup > Schedule
Setup > Bus
Setup > Health
Setup > Checklist
Setup > Daily InSite, Add New Daily InSite
Setup > Daily InSite, Add Check-In Questions
Setup > Admins
Setup > Admin
Admins > Add New Administrator
Admins > Setup Roles
Setting Up or Editing Roles
Admin Activities (Permissions)
Admins, Setup Groups
Setup > System Config
System Config > General Config, Statement
System Config > General Config, Daycare Works Family
System Config > General Config, Integration/Gateway OCN
System Config > General Config, Registration
System Config > Extended
Setup > System Config, API
Setup > System Config, Authorization
Setup > System Config, CACFP
Setup > System Config, Credit Cards
System Config > Data Fields
System Config > Door Controller
Setup > System Config, Email
System Config > Email
Creating/Editing Email Templates
Sample Email Templates
System Config > Text Message
System Config > Notification
System Config > FTE
System Config > GL Builder
System Config > Registration
System Config > Registration, Reconfirmation Text
System Config > Payments
System Config > Auto-Pay
System Config > Report
System Config > Reporting Groups
System Config > Social
System Config > Statement
System Config > Storage
System Config > Tax
System Config > Training
System Config > Incident Fields
System Config > Child Docs
System Config > Mobile Apps
System Config > Connect Portal
System Config > Connect Portal, Create Connect Portal User Names
System Config > Valid Values
System Config > Valid Value, Adding Role Limits for Valid Values
System Config > Valid Values, Type - Fee Setup
How to Setup and Use Single Sign-On
Setup Shortcuts
Registration Setup
Registration Setup Checklist
Room- How to change a registration fee
Registration Page Overview
Basic New Registration Process
Adding Families to the System
How to add a new family from the admin side
Initial Kickoff Activities
Kickoff Checklist
Post-Kickoff Activities
Training Checklist
Setting Up a New Center
Go-Live User Checklist
How To Setup Brands, Divisions, and Districts
InSite Applications
InSite Classroom Application
InSite Classroom Overview
InSite Classroom - General Navigation
InSite Classroom - Menu Options, Live View
InSite Classroom - Menu Options, Today's Daily InSites
InSite Classroom - Menu Options, Main Attendance
InSite screenshot - Take Attendance Overview
InSite Classroom - Take Attendance, Check In/Out
InSite Classroom - Take Attendance, Delete Attendance
InSite Classroom - Take Attendance, Move
InSite Classroom - Take Attendance, Present
InSite Classroom - Serve Meals
InSite Classroom - Record an InSite
InSite Classroom - Add a Note
InSite Check-In Application
InSite Check-In Overview
InSite Check-In - Parent Options
InSite Check-In - Parent Options, QR Code Check In
InSite Check-In - Staff Options
InSite Check-In - Application Check-in Logic
InSite Parent Application
InSite Parent User Guide
InSite Parent - Pay Now
InSite Parent - Profile
InSite Parent - QR Code
InSite Parent - Registration
InSite Parent - Check In/Out
InSite Parent - Settings
Parent Portal
How to setup the Parent Portal Role
Parent Portal Overview
Parent Portal - Announcement
Parent Portal - Announcements
Parent Portal - Make Payment
Parent Portal - One Time Payments
Parent Portal - Make Payment - Outstanding Balance
Parent Portal - Statements
Parent Portal - Statements
Parent Portal Statements - Printing Statements
Parent Portal - Attendance/Schedule
Parent Portal - Attendance
Parent Portal - Room Change or Cancellation Request
Parent Portal - Selecting Days from a Parent Managed Calendar
Parent Portal - Requesting Vacation Days
Parent Portal - Personal
Parent Portal - Personal
Parent Portal - Adding Immunization Detail
Parent Portal - Registration
Parent Portal - Registration
Registration - Reconfirmation Text
Parent Portal - Store
Parent Portal - Volunteer
Parent Portal - Calendar
Parent Portal - Calendar
Parent Portal - Camps
Parent Portal - Communication
Parent Portal - Communication
Parent Portal - Auto-Pay
Parent Portal - Auto-Pay
Parent Portal - Daily InSite
Parent Portal - Daily InSite
Parent Portal - Account
Parent Portal - Password Reminder
Parent Portal - Account Screen
Parent Portal - Preferred Language
Parent Portal - Parent Managed Tip Sheet
Teacher/Staff Portal
Teacher/Staff Portal - Setup
How to authorize staff to see students in the Teacher/Staff portal
Teacher/Staff Portal Overview
Teacher/Staff Portal - Announcement
Teacher/Staff Portal - Classroom List
Teacher/Staff Portal - Semester
Teacher/Staff Portal - Programs
Teacher/Staff Portal - Directory
Teacher/Staff Portal - Schedule
Teacher/Staff Portal - At a Glance
Teacher/Staff Portal - Staff Schedule
Registration Information
Registration/Enrollment Errors
Setting up E-Signatures for Registration
Enabling Document Upload During Registration
Room Not Displaying on Registration
How To's
Billing
How to Reconcile With Tuition Express
Billing- Transactional versus Defined
Billing - How to run defined billing
Billing - How to run transactional billing
Family
Creating Mailing Labels
Family- How to add a day for a child from a parent managed calendar
Family- How to add a contact as a payer
Family- How to delete a family
Family- How to withdraw a child
Family- How to add a contact from the admin side
Family- How to handle a family that opts out of receiving emails
Family - Child Attendance Codes
Financial
Financial- How to pull a payment report for a day, month, quarter
Financials- How to send invoices
Financial- How to add a late fee to multiple family accounts
Financial- How to create a PDF copy of statements for families
Financial- How to process a refund
Financial- How to setup a convenience/service fee for electronic payments
Financial- How to add a coupon for a specific program/room assignment
Financial- How to add an additional discount to a child
Financial- How to run an aging report
Financial- How to write off bad debt
Financial- How to add or update a check unlock code
Financial- How to add or update a discount associated to a child
Financial- How to record a credit card or ACH payment for a family in the system
Financial- General Ledger Account Example
Financial- How to mark a payment as returned
Rates- How to reactivate a rate
Financial- The family does not see a credit card or ACH refund to their account.
Financial- How to collect a payment for a prepay deposit (security deposit)
Year End Tax Statements
Year End Tax Statements - Review Payment Valid Value Setup
Year End Tax Statements - Sending Tax Statements By Email
Year End Tax Statements - Printing Tax Statements
Year End Tax Statements - Self Serve Statements, Parent Portal
Financial- How to add a fee/adjustment to multiple families within a room
Financial- How to change a room's default revenue type
Financial- How to charge for unscheduled attendance
Financial - How to upload payments
Financial- Receipting Prepay Deposits from the Make Payment Screen
Financial- How to record a prepay (security) deposit payment
Financial- How to limit rates that display on the admin side when adding programs for children
Integrations
Texting Integration Information
One Call Now Integration
Missouri Attendance Integration
Import Detail
Family Import Sheet
Rate Import Sheet
Semester Import
Batch Jobs
CardConnect Returned Payments Batch Job
Video Demos
InSite Application Videos
InSite Classroom
InSite Classroom - Add a Note Video
InSite Classroom - Serve Meals Video
InSite Classroom - Take Attendance Video
Provider Admin Site
Third Party Payment Video
DCW/SCW COVID-19 Best Practices
Grant Audits Guidance
Full PDF Download
Home
How To's
Billing
How to Reconcile With Tuition Express
Billing- Transactional versus Defined
Each site is set up as transactional or defined billing, this will relate to how a site is able to bill their families.
Billing - How to run defined billing
How to create billing for defined centers.
Billing - How to run transactional billing
How to create a transactional billing cycle.
About this Article
Created: 04/26/2024 11:55 pm EDT
Last updated: 04/26/2024 11:55 pm EDT
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