Popular Articles

  1. Family- How to withdraw a child

    Go to the family record by searching for the child's name in the top left search bar or by using the magnifying glass on the main menu bar.  Change the child's status to withdrawn and enter the withdrawal date.  Then press save at the bottom of ...
  2. Home > Checklist

    Based on user role, checklists can be created to let staff know essential tasks that should be completed . When a user logs in and navigates to Home > Checklist, the list of tasks that have been ass
  3. 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.
  4. 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...
  5. Setup > Health

    Health alerts in the Platform helps centers manage the immunization schedule for children in the center. These health alerts will notify administrators if a child's immunizations are about to or have
  6. Approvals > Vacation

    Administrators can approve or reject vacation requests submitted by parents through the Connect Portal.
  7. Reports > Misc - Creating a Child Directory

    To create a directory go to Reports > Misc Then select Student/Child Directory-  Enter search criteria, then press Create Report.  There are several report options to choose from, select the option that suits your needs.  View as PDF...
  8. Financial- How to write off bad debt

    How to write off bad debt
  9. Parent Portal - Calendar

    The Calendar section of the parent portal will display a listing of events that have been added by a staff/admin user.
  10. Collection - Center Copay Collection Summary - Excel

    The Center Copay Collection Summary report displays families that have copays in the system.