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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.
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Last Updated: 08/23/2023
in How To's Billing
How to create billing for defined centers.
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Last Updated: 02/15/2019
in Parent Portal
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.
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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.
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The Registration tile will allow parents to select new room/program assignments for their students.
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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.
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The Payments > Deposit screen lets users receipt payments in batch format.
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Processing auto payments in the system allows administrators the ability to charge and collect money from parents that have an auto payment setup.
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Last Updated: 09/14/2023
in How To's Billing
How to create a transactional billing cycle.
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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.