New Articles

  1. Admins > Add New Administrator

    Administrators are users that can log into the the admin side of the system. Administrators can be assigned roles that restrict their access to activities and location access.
  2. Setup > Admin

    The Setup > Admin screen allows users to be added to the system, determines what role the user should have within the system, and allows for a password reset for admins. Click Setup, then select Admins On the Admins screen, all listed users hav...
  3. System Config > Valid Values

    Valid Values allow you the ability to customize specific drop down lists in the system.
  4. System Config > Incident Fields

    The Incident fields screen allows for customization of the incident form on the child screen of the family record.
  5. System Config > Training

    Training sessions can be setup and tracked within the system. See below to setup the training category and to record a training course.  Setup Training Click Setup from the menu, then choose System Config. Select Training Complete the Configur...
  6. System Config > Tax

    Setting up taxes in the system allows centers the ability to charge families taxes on registration and tuition for classrooms and events. These taxes can be associated to specific centers, states, brands, divisions, or districts based on ordinances....
  7. System Config > Storage

    The Setup > System Config > Storage screen allows for integrations with a third party storage site.
  8. System Config > Statement

    COMING SOON: how to update statement details
  9. System Config > Social

    To use a Twitter account with the system, this area will allow authentication and authorization.
  10. System Config > Reporting Groups

    Reporting categories in the Platform are categories that can be assigned to families or categories that can help sort families in the Platform for billing or reporting.