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Last Updated: 02/27/2019
in System Walk-Through Home Tab
From this page users are able to see basic information within the tile area, approve registrations, child change requests, program change requests, add families and run billing.
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The Sponsors tab on the More drop down list links users to the Third Party Screen of the family record.
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Last Updated: 06/30/2020
in Teacher/Staff Portal
The Teacher/Staff Portal is a hub that any user added under Staff > Staff List will have access to. By default those teachers/staff members will be associated with the staff/teacher portal role.
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Type – Fee valid value allows centers to setup fees or charges that will be assigned to a parent's financial ledger.
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Last Updated: 12/07/2020
in How To's Financial
The Print Batch Statements option creates a PDF for a time period of all family statements.
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Setup > System Config > General Config allows users to set generic settings for their site. This will be the first place to visit once a new center is created. Click Setup, then select System Config Select General Config Click the Day...
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Last Updated: 12/07/2020
in How To's Family
How to delete a family.
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Once a room/program has been setup and configured, the room/program can be cloned if additional options are required.
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You can use the Assignment Actions tab to make changes to existing child/student schedules.
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A Category Group is a collection of categories. This helps to provide another layer of organization for room setup- categories are added to category groups.