New Articles

  1. Family Import Sheet

    The family import is where child, parent and contact detail can be added so that the detail is uploaded to your system.
  2. Financial- General Ledger Account Example

    An couple of examples for how to setup a general ledger.   Scroll to the bottom of the page for a video example! If my ledger was setup so that I wanted to pull center ID and type of program being offered, my segments might look like this-&n...
  3. How to take a credit card or ACH payment

    Go to the family's financial record.  On the financial page, select the actions button- then select Online Credit Card-  On the payment screen, enter the payment amount then select the payment type.   From this screen onl...
  4. Processing a refund

    How to process a family refund.
  5. Financial- How to record a credit card or ACH payment for a family in the system

    How to take a credit card payment.
  6. Family- How to withdraw a child

    Go to the family record by searching for the child's name in the top left search bar or by using the magnifying glass on the main menu bar.  Change the child's status to withdrawn and enter the withdrawal date.  Then press save...
  7. Setup Room Times

    To add times that parents can drop off/pick up their children go to the setup menu and select the room/classroom option.
  8. Financial- How to add or update a discount associated to a child

    From the family record, select the Program/Room assignment tab on the Child record.  From the discount drop down list select the correct discount-  Once the discount has been selected scroll to the bottom of the page and press Save.&n...
  9. System Config > Registration

    The Setup > System Config, Registration tile allows users to customize the family registration experience.  Watch this short video to learn how to setup drop-down registration.  Click Setup, then select System Config. Click ...
  10. Parent Portal - Room Change or Cancellation Request

    How parents are able to request schedule changes or cancellations.