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The Payments > Journal page allows users to receipt payments by family in batch format.
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Batch enroll/edit allows users the ability to add or edit schedules for multiple children at a time.
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Campaign activities are optional elements that help centers manage promotional materials or advertising for the center. This option should be done prior to adding a family to the lead management sect
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The lead management area of the system allows centers to track potential family activity within the system before the family has actually been created.
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Created On: 09/15/2017
in System Walk-Through Home Tab How to view documents that have been uploaded at the center level and for specific children.
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Created On: 09/15/2017
in System Walk-Through Home Tab Home > End of Day will allow administrators the ability to see if there are any in process items at the end of the day- including missing check outs, schedule differences and in process deposits.
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Created On: 09/15/2017
in System Walk-Through Home Tab The Home > Alerts section allows administrators the ability to track alerts for children, parents, staff and general system information.
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Created On: 09/15/2017
in System Walk-Through Home Tab Home > Validation allows administrators an easy way to review potential errors related to family records- child, parent and financials.
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Created On: 09/15/2017
in System Walk-Through Home Tab How to setup and edit center hours, center hours must be set if you would like for the system to charge a late pickup fee.
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Created On: 09/15/2017
in System Walk-Through Home Tab The Home > General tab is where users can add or edit their center name, GL detail, contact email address, add and view license information.