Popular Articles

  1. Sample Email Templates

    Email Templates can be set at the business level or center level and will allow consistent messaging to be sent out when particular actions are taken in the system.
  2. Billing - How to run defined billing

    How to create billing for defined centers.
  3. How to setup the Parent Portal Role

    Setting up parent roles allows administrators the ability to determine what tabs on the main toolbar parents will be able to view in the Connect Portal.
  4. Admin Activities (Permissions)

    During role setup Admin Activities (Permissions) need to be set, this process will dictate what each user assigned to a specific role is able to see.
  5. Parent Portal - Registration

    The Registration tile will allow parents to select new room/program assignments for their students.
  6. Attendance > Entry

    The Attendance > Entry screen is where users will be able to check in children or staff from the web side, alter attendance records and review historical check-ins/outs by day.
  7. Payments > Deposit

    The Payments > Deposit screen lets users receipt payments in batch format.
  8. Payments > Autopay Batch

    Processing auto payments in the system allows administrators the ability to charge and collect money from parents that have an auto payment setup.
  9. Billing - How to run transactional billing

    How to create a transactional billing cycle.
  10. Approvals > Registrations

    The child registration tab is only for new registrations, not for children on a wait list in the center, this is where brand new families can be approved and have a family record created.