Popular Articles

  1. Home Screen Overview

    When first logging in, the initial screen that will display is the Home > Information page.
  2. 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.
  3. Attendance - Weekly AM/PM Attendance - Excel

    Report Description The Weekly AM/PM Attendance report displays Present or Absent.  Report Conditions If data is pulled at the business level, each center is on a separate tab If data is pulled at the center level, each room displays on a se...
  4. Billing - How to run transactional billing

    How to create a transactional billing cycle.
  5. System Config > Valid Values

    Valid Values allow you the ability to customize specific drop down lists in the system.
  6. 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.
  7. Payments > Outstanding

    The Payments Outstanding screen will display amounts owed by families within the system. Use search criteria to display related families. Statement and Reminder emails can be sent from this page,
  8. Family Record, Family Tab

    The family tab of the family record displays basic family information and allows administrators the ability to add reporting group, track family status and basic settings.
  9. Setup > Room, Room/Program (View Semester)

    In order for a room to display as available for registration on new registration pages and/or the parent portal the room MUST be authorized to a semester. This screen will allow you to customize.
  10. Setup Discounts

    Discounts can be applied to familes so that the percentage or dollar off amount is automatically deducted when billing is created.