Popular Articles

  1. Staff > Print Schedule

    The Staff > Print Schedule screen will allow admin level users to print the schedules for staff for specific classrooms/programs. This is part of the overall scheduling process for staff.
  2. Collection- Missing Invoice Report - Excel

    A report of the missing invoices from a facility. Example Report-  Fields-  Center Name : The name of the facility within the Platform. Statement ID : The identification number assigned to the billing statement. Family ID : The identif...
  3. Creating a Category Group

    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.
  4. InSite Classroom - Menu Options, Main Attendance

    The Main Attendance screen allows staff to view attendance, check in or check out students/staff, mark students as present, or move students to another room. There are four different ways to view/filter students: Center - View all students withi...
  5. Setup > System Config, API

    The API section of the setup screen will display all devices that are accessing your center's information via the InSite Select or InSite Provider applications.
  6. 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 two i...
  7. InSite Check-In - Application Check-in Logic

    There is a configuration setting on the System Config > Extended screen to allow the system to auto-pick which room a student is checked into. Please see below: If 'Setup > Extended Auto Pick Room for Select Check In/Out By Time' setting is set...
  8. Third Party Payment Allocations Import

    After a third party payment has been posted in the system, exports and imports can be used to reconcile balances to specific children's third party totals.
  9. Creating Camp Rooms

    Camps are similar to events but parents select days they want their child to attend on the Connect Portal during registration. The camp days can be setup with individual costs; depending on the activ
  10. Family Record - Active/Inactive Families

    When a family is marked Inactive, they will not appear in the search results when using the Search box in the top left. Marking a Family Inactive Navigate to the Family Record Click on the Family tab Locate the Active box    Uncheck the Activ...