New Articles

  1. Parent Portal - Parent Managed Tip Sheet

    There are two phases that a parent/guardian must go though during the registration process for a Parent Managed program:  Registration - this is the first step in the process, which includes registering for the program Selecting Days - step ...
  2. Family Record, Financials Tab - Recreate Current Statement

    One of the features of defined billing is the ability to recreate billing for the current period . This means that if schedules have been added, attendance has been recorded, rates have been changed, or discounts have been added, the rate billed ...
  3. Family > Lead Management, Adding Activity/Calendar Events

    Adding an Activity Once a family has been added and saved on the Lead Management page , an Activity section will appear. Activities allow users to track interactions with families prior to a student being accepted into the center. To add a new act...
  4. Parent Portal - Preferred Language

    Parents/guardians have the ability to change the default language used in the Parent Portal.  Please Note:  Field translations must be added on the admin site, click here for instructions. Setting the Preferred Language Navigate and...
  5. Semester Import

    Semester Imports are used to import semester details into the system, such as semester name, dates, category information, etc.  How to Import Semester Information Click Setup and select Semester Click Actions then select Import Click C...
  6. Financial- How to charge for unscheduled attendance

    Unscheduled attendance fees allow for sites to charge children for attendance in a room on a day that is not on their schedule.
  7. Financial- How to change a room's default revenue type

    How to adjust the revenue type for a specific room/program.
  8. Financial- How to add a fee/adjustment to multiple families within a room

    How to add a fee or adjustment to multiple family ledgers at once (by room/program).
  9. InSite Check-In - Parent Options, QR Code Check In

    Parents have the option to use the QR code check in, instead of using their PIN. Parents must first download the InSite Parent application to use this feature. For parent instructions click here . QR Code Setup Prior to parents using the QR code...
  10. InSite Check-In - Staff Options

    Staff Options Staff members can check in/out, transfer to a different job category, view announcements, and view their schedule.  Key Point : The InSite Select application will timeout after 1 minute of inactivity. Staff Check In/Out ...